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JPMorgan Nasdaq Equity Premium Income ETF

503 hedge funds and large institutions have $4.64B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2024 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 279 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+83
Holders Change %
+19.76%
% of All Funds
7.29%
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
279
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
Shares
Change %
MCM
376
Mendel Capital Management
Arkansas
$325K +$325K +5,988 New
SCM
377
Saxony Capital Management
Missouri
$322K +$322K +5,937 New
KeyBank National Association
378
KeyBank National Association
Ohio
$311K
BSSFA
379
Baron Silver Stevens Financial Advisors
Florida
$308K -$117K -2,159 -28%
BA
380
Bridge Advisory
California
$307K +$307K +5,665 New
CCB
381
Country Club Bank
Missouri
$305K +$305K +5,630 New
Creative Planning
382
Creative Planning
Kansas
$302K -$45.3K -835 -13%
CFO
383
CVA Family Office
Colorado
$300K +$83.2K +1,534 +38%
PWS
384
Private Wealth Strategies
Ohio
$298K +$298K +5,500 New
AFC
385
AFT Forsyth & Company
Florida
$297K +$297K +5,473 New
SEIA
386
Signature Estate & Investment Advisors
California
$294K +$294K +5,426 New
CA
387
Continuum Advisory
Idaho
$289K +$36.5K +683 +14%
MFG
388
Magnus Financial Group
New York
$289K +$289K +5,329 New
PPWM
389
Perissos Private Wealth Management
Oklahoma
$282K +$282K +5,201 New
MFG
390
Merit Financial Group
Georgia
$278K +$278K +5,272 New
HCP
391
Hexagon Capital Partners
Arkansas
$278K +$4.12K +76 +2%
TW
392
TritonPoint Wealth
Maryland
$276K +$99.5K +3,090 +56%
APW
393
Aurora Private Wealth
New Jersey
$273K +$5.82K +108 +2%
FCG
394
Fielder Capital Group
Tennessee
$271K +$271K +5,000 New
EM
395
ELCO Management
New York
$271K +$271K +5,000 New
AWA
396
Arkadios Wealth Advisors
Georgia
$269K +$269K +4,965 New
CWA
397
Canvas Wealth Advisors
Kansas
$267K +$267K +5,120 New
JWM
398
Jupiter Wealth Management
Colorado
$266K
MFA
399
Mayflower Financial Advisors
Massachusetts
$261K +$261K +4,808 New
LFAS
400
Level Four Advisory Services
Texas
$260K +$27.9K +559 +12%