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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
VCP
376
Verus Capital Partners
Arizona
$337K -$2.66K -51 -0.8%
SAF
377
Smith Anglin Financial
Texas
$334K +$321K +6,149 New
GFA
378
Gallagher Fiduciary Advisors
Illinois
$332K +$8.3K +159 +3%
BAAM
379
Baker Avenue Asset Management
California
$331K
MCM
380
Mendel Capital Management
Arkansas
$325K +$313K +5,988 New
SCM
381
Saxony Capital Management
Missouri
$322K +$310K +5,937 New
KeyBank National Association
382
KeyBank National Association
Ohio
$311K
BSSFA
383
Baron Silver Stevens Financial Advisors
Florida
$308K -$113K -2,159 -28%
BA
384
Bridge Advisory
California
$307K +$296K +5,665 New
CCB
385
Country Club Bank
Missouri
$305K +$294K +5,630 New
Creative Planning
386
Creative Planning
Kansas
$302K -$43.6K -835 -13%
CFO
387
CVA Family Office
Colorado
$300K +$80.1K +1,534 +38%
PWS
388
Private Wealth Strategies
Ohio
$298K +$287K +5,500 New
AFC
389
AFT Forsyth & Company
Florida
$297K +$286K +5,473 New
SEIA
390
Signature Estate & Investment Advisors
California
$294K +$283K +5,426 New
CA
391
Continuum Advisory
Idaho
$289K +$35.7K +683 +14%
MFG
392
Magnus Financial Group
New York
$289K +$278K +5,329 New
PPWM
393
Perissos Private Wealth Management
Oklahoma
$282K +$272K +5,201 New
MFG
394
Merit Financial Group
Georgia
$278K +$275K +5,272 New
HCP
395
Hexagon Capital Partners
Arkansas
$278K +$3.97K +76 +2%
TW
396
TritonPoint Wealth
Maryland
$276K +$161K +3,090 +56%
APW
397
Aurora Private Wealth
New Jersey
$273K +$5.64K +108 +2%
EM
398
ELCO Management
New York
$271K +$261K +5,000 New
FCG
399
Fielder Capital Group
Tennessee
$271K +$261K +5,000 New
AWA
400
Arkadios Wealth Advisors
Georgia
$269K +$259K +4,965 New