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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
RFP
401
Root Financial Partners
California
$437K +$424K +7,880 New
MCM
402
Mendel Capital Management
Arkansas
$428K +$93K +1,730 +29%
PAS
403
Park Avenue Securities
New York
$426K +$412K +7,667 New
DFG
404
Delta Financial Group
New Jersey
$421K +$408K +7,585 New
WP
405
WealthShield Partners
North Carolina
$420K -$17.2K -320 -4%
AFC
406
AFT Forsyth & Company
Florida
$418K +$111K +2,057 +38%
SW
407
SteelPeak Wealth
California
$413K +$20.6K +384 +5%
CG
408
CFO4Life Group
Texas
$411K +$16.9K +314 +4%
FAG
409
Fortitude Advisory Group
Washington
$410K +$151K +2,813 +62%
AI
410
Atria Investments
North Carolina
$410K +$397K +7,381 New
HCP
411
Hexagon Capital Partners
Arkansas
$402K +$114K +2,113 +41%
BWM
412
BlackDiamond Wealth Management
New York
$399K -$34.6K -644 -8%
CWP
413
Cyndeo Wealth Partners
Florida
$385K +$373K +6,943 New
MBT
414
Montecito Bank & Trust
California
$382K -$107K -2,000 -23%
Fisher Asset Management
415
Fisher Asset Management
Washington
$374K -$18.3K -341 -5%
BSSFA
416
Baron Silver Stevens Financial Advisors
Florida
$373K +$56.1K +1,044 +18%
NRI
417
NFP Retirement Inc
California
$371K +$143K +2,660 +66%
FFA
418
First Foundation Advisors
California
$368K -$14.5K -269 -4%
MFG
419
Merit Financial Group
Georgia
$368K +$72.6K +1,351 +26%
NWA
420
Navis Wealth Advisors
New York
$365K
CMS
421
Capital Market Strategies
Florida
$362K +$122K +2,271 +53%
GI
422
GAMMA Investing
California
$361K +$350K +6,507 New
PWS
423
Private Wealth Strategies
Ohio
$361K +$53.7K +1,000 +18%
FFA
424
Farther Finance Advisors
California
$360K +$257K +4,778 +273%
HA
425
Hamel Associates
New Jersey
$359K +$347K +6,460 New