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JPMorgan Nasdaq Equity Premium Income ETF

508 hedge funds and large institutions have $4.66B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2024 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 283 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 24

241% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 83

31% more funds holding in top 10

Funds holding in top 10: 2938 (+9)

29% more capital invested

Capital invested by funds: $3.61B → $4.66B (+$1.05B)

20% more funds holding

Funds holding: 425508 (+83)

2.94% less ownership

Funds ownership: 43.01%40.07% (-2.9%)

29% less call options, than puts

Call options by funds: $3.49M | Put options by funds: $4.91M

Holders
508
Holders Change
+83
Holders Change %
+19.53%
% of All Funds
7.32%
Holding in Top 10
38
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+31.03%
% of All Funds
0.55%
New
110
Increased
283
Reduced
83
Closed
24
Calls
$3.49M
Puts
$4.91M
Net Calls
-$1.42M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
301
CreativeOne Wealth
Kansas
$639K +$299K +5,735 +95%
CPL
302
CAP Partners LLC
Tennessee
$630K +$31.9K +611 +6%
CG
303
Cutler Group
California
$629K +$263K +5,028 +77%
SWM
304
SeaCrest Wealth Management
New York
$624K +$42.8K +819 +8%
Belvedere Trading
305
Belvedere Trading
Illinois
$615K +$592K +11,344 New
OPWM
306
Oxinas Partners Wealth Management
Indiana
$611K +$588K +11,268 New
MAM
307
Morse Asset Management
Connecticut
$605K +$190K +3,645 +49%
US Bancorp
308
US Bancorp
Minnesota
$604K +$229K +4,381 +65%
ASN
309
Advisory Services Network
Georgia
$583K +$54.7K +1,048 +11%
WAM
310
WNY Asset Management
New York
$581K +$213K +4,070 +61%
RA
311
RFG Advisory
Alabama
$579K +$557K +10,671 New
NPT
312
National Philanthropic Trust
Pennsylvania
$577K
SFC
313
Strategic Financial Concepts
Texas
$570K +$549K +10,505 New
PD
314
Planning Directions
Pennsylvania
$566K +$545K +10,443 New
AAS
315
Annex Advisory Services
Wisconsin
$564K
VA
316
Valmark Advisers
Ohio
$563K +$311K +5,950 +134%
EFS
317
Essex Financial Services
Connecticut
$557K +$209K +4,000 +64%
KWM
318
KFG Wealth Management
Indiana
$548K +$527K +10,095 New
TGAM
319
TBH Global Asset Management
Tennessee
$544K +$524K +10,038 New
ZIMP
320
Zimmermann Investment Management & Planning
Pennsylvania
$540K +$100K +1,917 +24%
CAM
321
Cresset Asset Management
Illinois
$536K -$319K -6,107 -38%
MWM
322
Marion Wealth Management
Pennsylvania
$526K +$36.9K +707 +8%
CD
323
Chapin Davis
Maryland
$514K +$494K +9,470 New
PS
324
Principal Securities
Iowa
$513K +$199K +3,817 +68%
RWA
325
Redhawk Wealth Advisors
Minnesota
$508K +$147K +2,820 +43%