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JPMorgan Nasdaq Equity Premium Income ETF

745 hedge funds and large institutions have $8.72B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2024 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 396 increasing their positions, 120 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
+139
Holders Change %
+22.94%
% of All Funds
9.92%
Holding in Top 10
46
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+35.29%
% of All Funds
0.61%
New
178
Increased
396
Reduced
120
Closed
28
Calls
$18.7M
Puts
$10.8M
Net Calls
+$7.95M
Net Calls Change
+$6.68M
Name Holding Trade Value Shares
Change
Shares
Change %
FIA
401
Foundations Investment Advisors
Arizona
$798K +$144K +2,549 +22%
SFG
402
SevenBridge Financial Group
Pennsylvania
$796K -$48.5K -841 -6%
WCFA
403
Walkner Condon Financial Advisors
Wisconsin
$793K -$297K -5,262 -27%
GWSA
404
Global Wealth Strategies & Associates
Colorado
$790K +$748K +13,262 +1,768%
TCM
405
Triumph Capital Management
Colorado
$786K -$15.7K -278 -2%
SBIA
406
Sheaff Brock Investment Advisors
Indiana
$784K
CAAS
407
Capital Asset Advisory Services
Michigan
$769K -$42.9K -751 -5%
IAN
408
Integrated Advisors Network
Texas
$765K +$111K +1,967 +17%
GIA
409
Gladstone Institutional Advisory
Florida
$762K +$762K +13,510 New
DFG
410
Delta Financial Group
New Jersey
$758K +$246K +4,362 +48%
RA
411
Rockingstone Advisors
Massachusetts
$745K -$25.4K -450 -3%
NWM
412
Napa Wealth Management
California
$743K +$214K +3,791 +40%
SCM
413
Saxony Capital Management
Missouri
$730K +$189K +3,346 +35%
TF
414
Tandem Financial
Colorado
$729K +$729K +12,821 New
WIA
415
World Investment Advisors
California
$728K +$238K +4,226 +49%
PCM
416
Parsons Capital Management
Rhode Island
$724K +$89.5K +1,588 +14%
GI
417
GAMMA Investing
California
$722K +$276K +4,895 +62%
ACM
418
Advance Capital Management
Michigan
$719K -$9.75M -172,940 -93%
SEP
419
Southland Equity Partners
Missouri
$716K -$3.67K -65 -0.5%
PIA
420
Panoramic Investment Advisors
Colorado
$715K +$7.33K +130 +1%
GGS
421
Galvin Gaustad & Stein
Arizona
$705K +$151K +2,675 +27%
FPWM
422
FSB Premier Wealth Management
Iowa
$695K +$481K +8,534 +225%
CPL
423
CAP Partners LLC
Tennessee
$693K -$3.33K -59 -0.5%
LA
424
LexAurum Advisors
Kansas
$692K +$443K +7,866 +178%
JWM
425
Jupiter Wealth Management
Colorado
$677K +$395K +7,000 +140%