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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
FI
301
Finivi Inc
Massachusetts
$999K +$967K +18,001 New
TCM
302
Triumph Capital Management
Colorado
$986K +$955K +17,762 New
DADC
303
D.A. Davidson & Co
Montana
$983K +$123K +2,286 +15%
PWM
304
Perigon Wealth Management
California
$967K +$75.4K +1,402 +9%
MPW
305
Monterey Private Wealth
California
$965K +$934K +17,386 New
WCFA
306
Walkner Condon Financial Advisors
Wisconsin
$948K -$1.02K -19 -0.1%
FSI
307
Flow State Investments
Illinois
$944K -$4.41K -82 -0.5%
IFPG
308
Intrepid Financial Planning Group
Indiana
$936K +$553K +10,284 +156%
SEP
309
Southland Equity Partners
Missouri
$933K +$55.7K +1,036 +7%
RIA
310
Realta Investment Advisors
Delaware
$929K -$216K -4,013 -19%
JIP
311
Jaffetilchin Investment Partners
Florida
$916K -$27.1K -505 -3%
GGV
312
GG Group Ventures
Florida
$897K +$920K +17,125 New
SS
313
Sunbelt Securities
Texas
$879K +$394K +7,326 +86%
PI
314
PFG Investments
New York
$878K +$45.5K +847 +6%
KWM
315
KFG Wealth Management
Indiana
$872K +$302K +5,621 +56%
BWA
316
Beam Wealth Advisors
Louisiana
$859K +$15.7K +292 +2%
US Bancorp
317
US Bancorp
Minnesota
$843K +$218K +4,061 +36%
SCA
318
Snowden Capital Advisors
New York
$839K +$54K +1,005 +7%
FAM
319
Frontier Asset Management
Wyoming
$834K +$807K +15,021 New
Mirae Asset Global Investments
320
Mirae Asset Global Investments
South Korea
$811K +$19.9K +370 +3%
JF
321
JSF Financial
California
$810K -$2.31K -43 -0.3%
WWM
322
Western Wealth Management
Colorado
$798K +$102K +1,893 +15%
WCM
323
Westend Capital Management
California
$784K +$359K +6,672 +89%
NCM
324
NCM Capital Management
New Jersey
$784K +$14.8K +276 +2%
ASN
325
Advisory Services Network
Georgia
$780K +$177K +3,298 +31%