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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
VA
326
Valmark Advisers
Ohio
$765K +$182K +3,393 +33%
PA
327
PFG Advisors
Arizona
$761K +$266K +4,940 +56%
RA
328
Rockingstone Advisors
Massachusetts
$761K -$16.1K -300 -2%
CAAS
329
Capital Asset Advisory Services
Michigan
$759K +$11.2K +208 +2%
EFS
330
Econ Financial Services
Pennsylvania
$746K +$18.1K +337 +3%
SBIA
331
Sheaff Brock Investment Advisors
Indiana
$732K +$36.1K +672 +5%
SFG
332
SevenBridge Financial Group
Pennsylvania
$731K
HFS
333
Howard Financial Services
Texas
$730K +$35.1K +653 +5%
ZIMP
334
Zimmermann Investment Management & Planning
Pennsylvania
$729K +$171K +3,182 +32%
Prudential Financial
335
Prudential Financial
New Jersey
$727K +$704K +13,107 New
RRA
336
Round Rock Advisors
Connecticut
$720K -$153K -2,841 -18%
SSWM
337
Sheets Smith Wealth Management
North Carolina
$718K +$8.6K +160 +1%
MHS
338
M Holdings Securities
Oregon
$709K +$687K +12,782 New
MIC
339
Means Investment Company
Maine
$706K +$273K +5,072 +66%
IAN
340
Integrated Advisors Network
Texas
$705K -$3.49K -65 -0.5%
Citadel Advisors
341
Citadel Advisors
Florida
$698K +$676K +12,583 New
ICP
342
Interchange Capital Partners
Pennsylvania
$696K +$198K +3,678 +42%
4WM
343
49 Wealth Management
Texas
$689K -$326K -6,062 -33%
CAM
344
Cresset Asset Management
Illinois
$682K +$129K +2,400 +24%
CPL
345
CAP Partners LLC
Tennessee
$681K +$34.7K +646 +6%
AWM
346
Avior Wealth Management
Nebraska
$679K +$538K +10,019 +452%
HSA
347
HBK Sorce Advisory
Pennsylvania
$669K +$224K +4,159 +53%
RA
348
RFG Advisory
Alabama
$659K +$64.9K +1,207 +11%
DA
349
Dover Advisors
Virginia
$656K +$635K +11,823 New
AAS
350
Annex Advisory Services
Wisconsin
$652K +$72.5K +1,349 +13%