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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
XWM
376
Xcel Wealth Management
Florida
$517K +$61.1K +1,137 +14%
GWANC
377
Guardian Wealth Advisors (North Carolina)
North Carolina
$516K
P
378
&Partners
Tennessee
$510K +$494K +9,197 New
FIA
379
Foundations Investment Advisors
Arizona
$508K +$271K +5,044 +123%
IAP
380
Indie Asset Partners
Indiana
$507K +$491K +9,142 New
CCB
381
Country Club Bank
Missouri
$507K +$188K +3,501 +62%
HIA
382
Harbor Investment Advisory
Maryland
$505K +$247K +4,605 +103%
CFO
383
CVA Family Office
Colorado
$495K +$182K +3,380 +61%
CAM
384
Columbia Asset Management
Michigan
$495K +$479K +8,919 New
CL
385
Choreo LLC
Illinois
$491K +$478K +8,889 New
CWS
386
Confluence Wealth Services
Pennsylvania
$489K +$56.8K +1,057 +14%
AAS
387
Asset Allocation Strategies
Michigan
$487K +$215K +3,999 +84%
MC
388
Moors & Cabot
Massachusetts
$485K +$98K +1,823 +26%
CA
389
Continuum Advisory
Idaho
$479K +$173K +3,214 +59%
Qube Research & Technologies (QRT)
390
Qube Research & Technologies (QRT)
United Kingdom
$473K +$392K +7,301 +595%
CA
391
Clearstead Advisors
Ohio
$470K +$50.5K +939 +12%
CW
392
CreativeOne Wealth
Kansas
$453K -$195K -3,624 -31%
MSFS
393
Main Street Financial Solutions
Pennsylvania
$452K +$12K +224 +3%
Northern Trust
394
Northern Trust
Illinois
$451K +$73K +1,359 +20%
SFP
395
Shepherd Financial Partners
Massachusetts
$449K
VCP
396
Verus Capital Partners
Arizona
$449K +$101K +1,882 +30%
SCM
397
Saxony Capital Management
Missouri
$446K +$113K +2,098 +35%
AWE
398
Avidian Wealth Enterprises
Texas
$442K +$429K +7,973 New
BWM
399
Birchcreek Wealth Management
Ohio
$440K
Lido Advisors
400
Lido Advisors
California
$440K -$12.9K -240 -3%