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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
8.76%
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 %
CFG
326
Cooper Financial Group
California
$941K -$67K -1,219 -7%
CW
327
CreativeOne Wealth
Kansas
$918K +$470K +8,550 +105%
AGP
328
Autumn Glory Partners
Texas
$911K +$591K +10,767 +185%
JIP
329
Jaffetilchin Investment Partners
Florida
$908K +$2.03K +37 +0.2%
FLPIM
330
F.L. Putnam Investment Management
Massachusetts
$904K -$104K -1,899 -10%
VA
331
Valmark Advisers
Ohio
$902K +$145K +2,647 +19%
SSWM
332
Sheets Smith Wealth Management
North Carolina
$894K +$183K +3,337 +26%
PPWM
333
Perissos Private Wealth Management
Oklahoma
$881K +$324K +5,907 +58%
JF
334
JSF Financial
California
$874K +$72.3K +1,317 +9%
BWA
335
Beam Wealth Advisors
Louisiana
$868K +$17.7K +322 +2%
EFS
336
Econ Financial Services
Pennsylvania
$866K +$127K +2,314 +17%
NCM
337
NCM Capital Management
New Jersey
$863K +$88K +1,602 +11%
SCA
338
Snowden Capital Advisors
New York
$862K +$32.1K +584 +4%
AWM
339
Avaii Wealth Management
Wisconsin
$852K +$852K +15,508 New
CAM
340
Cresset Asset Management
Illinois
$851K +$176K +3,209 +26%
AWE
341
Avidian Wealth Enterprises
Texas
$850K +$412K +7,503 +94%
CWA
342
Consilium Wealth Advisory
Texas
$843K -$2.7M -49,122 -76%
MBTD
343
Mechanics Bank - Trust Department
California
$840K +$255K +4,650 +44%
CWS
344
Confluence Wealth Services
Pennsylvania
$832K +$347K +6,326 +72%
SFG
345
SevenBridge Financial Group
Pennsylvania
$828K +$4.24K +75 +0.5%
RA
346
RFG Advisory
Alabama
$828K +$175K +3,187 +27%
PWM
347
Perigon Wealth Management
California
$822K -$135K -2,461 -14%
SAM
348
Smartleaf Asset Management
Massachusetts
$812K +$216K +3,937 +36%
TCM
349
Triumph Capital Management
Colorado
$781K -$194K -3,535 -20%
ASN
350
Advisory Services Network
Georgia
$780K