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JPMorgan Nasdaq Equity Premium Income ETF

581 hedge funds and large institutions have $5.84B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2024 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 347 increasing their positions, 86 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 24

303% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 86

25% more capital invested

Capital invested by funds: $4.66B → $5.84B (+$1.18B)

14% more funds holding

Funds holding: 508581 (+73)

12% more call options, than puts

Call options by funds: $4.47M | Put options by funds: $4.01M

0.64% less ownership

Funds ownership: 40.07%39.43% (-0.64%)

11% less funds holding in top 10

Funds holding in top 10: 3834 (-4)

Holders
581
Holders Change
+73
Holders Change %
+14.37%
% of All Funds
8.39%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.49%
New
109
Increased
347
Reduced
86
Closed
24
Calls
$4.47M
Puts
$4.01M
Net Calls
+$466K
Net Calls Change
+$1.89M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
276
Koshinski Asset Management
Illinois
$1.2M +$693K +12,897 +150%
PD
277
Planning Directions
Pennsylvania
$1.2M +$603K +11,218 +107%
BFEC
278
Benjamin F. Edwards & Company
Missouri
$1.2M -$14.1K -263 -1%
CFA
279
Cahill Financial Advisors
Minnesota
$1.19M +$681K +12,679 +144%
Mercer Global Advisors
280
Mercer Global Advisors
Colorado
$1.18M -$54.6K -1,016 -5%
AA
281
AlphaMark Advisors
Kentucky
$1.17M +$69.6K +1,295 +7%
PA
282
Parallel Advisors
California
$1.17M -$6.56K -122 -0.6%
RCM
283
Rain Capital Management
Oregon
$1.15M -$18.6K -346 -2%
S
284
Sunpointe
Missouri
$1.15M +$213K +3,964 +24%
Creative Planning
285
Creative Planning
Kansas
$1.15M +$810K +15,078 +271%
HWP
286
Hibernia Wealth Partners
Louisiana
$1.13M +$615K +11,447 +128%
PA
287
Procyon Advisors
Connecticut
$1.11M +$1.07K +20 +0.1%
HA
288
Herold Advisors
New York
$1.09M +$54.6K +1,015 +5%
NCM
289
Novare Capital Management
North Carolina
$1.08M +$242K +4,500 +30%
NI
290
NCP Inc
California
$1.07M +$182K +3,389 +21%
KIA
291
Kraematon Investment Advisors
Massachusetts
$1.07M +$55.7K +1,037 +6%
HAS
292
HBW Advisory Services
California
$1.05M +$312K +5,796 +44%
MA
293
Mutual Advisors
Nebraska
$1.04M +$159K +2,963 +18%
FIA
294
FNY Investment Advisers
New York
$1.04M
GM
295
GeoWealth Management
Illinois
$1.03M -$27.8K -517 -3%
SFA
296
Source Financial Advisors
New York
$1.03M -$27.8K -517 -3%
FLPIM
297
F.L. Putnam Investment Management
Massachusetts
$1.02M +$986K +18,353 New
CFG
298
Cooper Financial Group
California
$1.02M -$54.6K -1,015 -5%
SWM
299
Silverlake Wealth Management
Vermont
$1.01M +$206K +3,833 +27%
MP
300
McDonald Partners
Ohio
$1.01M +$61.8K +1,149 +7%