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JPMorgan Nasdaq Equity Premium Income ETF

606 hedge funds and large institutions have $6.31B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 346 increasing their positions, 134 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+31
Holders Change %
+5.39%
% of All Funds
8.77%
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.49%
New
78
Increased
346
Reduced
134
Closed
41
Calls
$15.1M
Puts
$13.8M
Net Calls
+$1.27M
Net Calls Change
+$807K
Name Holding Trade Value Shares
Change
Shares
Change %
SP
276
Sequent Planning
Nebraska
$1.36M +$71K +1,292 +6%
WWM
277
Western Wealth Management
Colorado
$1.36M +$567K +10,321 +72%
OL
278
Owen LaRue
Kentucky
$1.31M -$1.51M -27,477 -54%
LI
279
LRI Investments
Florida
$1.3M
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$1.3M -$22K -400 -2%
Creative Planning
281
Creative Planning
Kansas
$1.3M +$163K +2,966 +14%
GWM
282
Greenwich Wealth Management
Connecticut
$1.29M +$12.7K +232 +1%
E
283
ETFidea
New York
$1.29M -$10.5K -192 -0.8%
RFA
284
Resurgent Financial Advisors
Georgia
$1.28M -$93.3K -1,698 -7%
RJT
285
Raymond James Trust
Florida
$1.27M -$24.1K -438 -2%
ZIMP
286
Zimmermann Investment Management & Planning
Pennsylvania
$1.27M +$545K +9,917 +75%
NC
287
Napatree Capital
Rhode Island
$1.25M +$5.55K +101 +0.4%
CFA
288
Cahill Financial Advisors
Minnesota
$1.23M +$53.9K +981 +5%
HA
289
Herold Advisors
New York
$1.23M +$155K +2,824 +14%
EWA
290
EP Wealth Advisors
California
$1.23M +$680K +12,380 +124%
NCG
291
Newport Capital Group
New Jersey
$1.22M -$12.8K -233 -1%
US Bancorp
292
US Bancorp
Minnesota
$1.22M +$382K +6,952 +46%
S
293
Sunpointe
Missouri
$1.21M +$73.9K +1,346 +7%
AWA
294
Arete Wealth Advisors
Illinois
$1.2M -$19.9K -363 -2%
DWM
295
Drive Wealth Management
Utah
$1.19M +$1.19M +21,737 New
PWMAG
296
Pinnacle Wealth Management Advisory Group
New Jersey
$1.19M -$714 -13 -0.1%
FA
297
Fiduciary Alliance
South Carolina
$1.18M -$96.7K -1,761 -8%
KIA
298
Kraematon Investment Advisors
Massachusetts
$1.17M +$113K +2,050 +11%
MPW
299
Monterey Private Wealth
California
$1.17M +$211K +3,836 +22%
Koshinski Asset Management
300
Koshinski Asset Management
Illinois
$1.13M -$46.5K -847 -4%