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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
CWA
401
Canvas Wealth Advisors
Kansas
$267K +$267K +5,120 New
JWM
402
Jupiter Wealth Management
Colorado
$266K
MFA
403
Mayflower Financial Advisors
Massachusetts
$261K +$251K +4,808 New
LFAS
404
Level Four Advisory Services
Texas
$260K +$29.2K +559 +12%
AAS
405
Asset Allocation Strategies
Michigan
$259K +$249K +4,770 New
CWA
406
Clarus Wealth Advisors
Arizona
$256K +$250K +4,784 New
CAM
407
Cozad Asset Management
Illinois
$255K +$52 +1 +0%
TP
408
Tranquility Partners
Tennessee
$254K +$11.2K +214 +5%
FWA
409
FSC Wealth Advisors
New York
$254K +$93.2K +1,784 +62%
CFS
410
Coordinated Financial Services
Colorado
$253K +$244K +4,666 New
AGP
411
Autumn Glory Partners
Texas
$251K
FAG
412
Fortitude Advisory Group
Washington
$248K +$239K +4,572 New
HIA
413
Harbor Investment Advisory
Maryland
$244K +$203K +3,897 +656%
PCS
414
Personal CFO Solutions
New Jersey
$242K +$233K +4,463 New
FIC
415
Family Investment Center
Missouri
$241K -$169K -3,241 -42%
LNWWM
416
Laird Norton Wetherby Wealth Management
California
$234K -$6.06K -116 -3%
WSCM
417
Wellington Shields Capital Management
New York
$233K -$62.7K -1,200 -22%
CMS
418
Capital Market Strategies
Florida
$231K +$222K +4,257 New
SIC
419
Samalin Investment Counsel
New York
$231K +$992 +19 +0.4%
Wolverine Trading
420
Wolverine Trading
Illinois
$230K +$222K +4,242 New
AO
421
Advisor OS
Illinois
$230K +$221K +4,235 New
MA
422
MJP Associates
Connecticut
$230K +$221K +4,235 New
GWP
423
Gateway Wealth Partners
Wisconsin
$229K +$220K +4,217 New
FGG
424
Financial Guidance Group
Florida
$227K +$219K +4,187 New
FA
425
Fermata Advisors
California
$224K +$216K +4,127 New