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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
8.77%
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 %
AAS
376
Annex Advisory Services
Wisconsin
$645K
FIA
377
Foundations Investment Advisors
Arizona
$638K +$135K +2,463 +27%
IAN
378
Integrated Advisors Network
Texas
$637K -$60.4K -1,100 -9%
PCM
379
Parsons Capital Management
Rhode Island
$618K +$51K +928 +9%
MWM
380
Marion Wealth Management
Pennsylvania
$608K +$89.2K +1,624 +17%
WCM
381
Westend Capital Management
California
$596K -$183K -3,335 -23%
CFO
382
CVA Family Office
Colorado
$578K +$88.2K +1,605 +18%
Bank of Montreal
383
Bank of Montreal
Ontario, Canada
$567K +$20.1K +366 +4%
ICP
384
Interchange Capital Partners
Pennsylvania
$565K -$124K -2,257 -18%
XWM
385
Xcel Wealth Management
Florida
$559K +$47.3K +862 +9%
CAG
386
Csenge Advisory Group
Florida
$557K +$4.5K +82 +0.8%
AFC
387
AFT Forsyth & Company
Florida
$545K +$131K +2,383 +32%
GGS
388
Galvin Gaustad & Stein
Arizona
$540K +$22K +400 +4%
SCM
389
Saxony Capital Management
Missouri
$528K +$86.2K +1,569 +20%
CRWM
390
Castle Rock Wealth Management
California
$523K +$13.1K +241 +3%
HCP
391
Hexagon Capital Partners
Arkansas
$518K +$121K +2,196 +30%
IAP
392
Indie Asset Partners
Indiana
$518K +$16.1K +294 +3%
SFP
393
Shepherd Financial Partners
Massachusetts
$517K +$72.5K +1,320 +16%
NWM
394
Napa Wealth Management
California
$516K +$516K +9,386 New
GWANC
395
Guardian Wealth Advisors (North Carolina)
North Carolina
$510K
DFG
396
Delta Financial Group
New Jersey
$499K +$82.4K +1,501 +20%
HSA
397
HBK Sorce Advisory
Pennsylvania
$491K -$171K -3,112 -26%
CAM
398
Columbia Asset Management
Michigan
$490K
MSFS
399
Main Street Financial Solutions
Pennsylvania
$489K +$41.8K +761 +9%
BA
400
Bridge Advisory
California
$489K -$40.3K -734 -8%