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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
MCA
326
Millennium Capital Advisors
Arkansas
$505K +$97.1K +1,859 +25%
Bank of Montreal
327
Bank of Montreal
Ontario, Canada
$504K +$36.4K +698 +8%
GGS
328
Galvin Gaustad & Stein
Arizona
$504K
GWANC
329
Guardian Wealth Advisors (North Carolina)
North Carolina
$504K +$485K +9,289 New
HWP
330
Hibernia Wealth Partners
Louisiana
$486K +$468K +8,964 New
CAG
331
Csenge Advisory Group
Florida
$483K +$125K +2,403 +37%
HCM
332
Highlander Capital Management
New Jersey
$482K -$70K -1,340 -13%
MBT
333
Montecito Bank & Trust
California
$482K +$3.65K +70 +0.8%
ICP
334
Interchange Capital Partners
Pennsylvania
$481K -$578K -11,073 -56%
CFA
335
Cahill Financial Advisors
Minnesota
$478K +$239K +4,581 +108%
WA
336
Waverly Advisors
Alabama
$477K -$601K -11,509 -57%
PA
337
PFG Advisors
Arizona
$476K +$99.2K +1,900 +28%
Koshinski Asset Management
338
Koshinski Asset Management
Illinois
$467K +$214K +4,091 +90%
MAG
339
Members Advisory Group
New York
$466K +$449K +8,594 New
ACM
340
Advance Capital Management
Michigan
$466K +$73K +1,398 +19%
SS
341
Sunbelt Securities
Texas
$461K +$386K +7,394 +666%
BWM
342
BlackDiamond Wealth Management
New York
$459K +$7.36K +141 +2%
OFS
343
OneAscent Financial Services
Alabama
$457K +$440K +8,433 New
XWM
344
Xcel Wealth Management
Florida
$443K +$54.9K +1,051 +15%
Lido Advisors
345
Lido Advisors
California
$443K -$548K -10,489 -56%
CRWM
346
Castle Rock Wealth Management
California
$441K +$448K +8,585 New
SFP
347
Shepherd Financial Partners
Massachusetts
$439K
EWA
348
Etesian Wealth Advisors
Oregon
$439K +$173K +3,311 +69%
BWM
349
Birchcreek Wealth Management
Ohio
$430K
MSFS
350
Main Street Financial Solutions
Pennsylvania
$430K -$59.3K -1,136 -13%