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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
SIM
426
Stratos Investment Management
Ohio
$223K
FIA
427
Foundations Investment Advisors
Arizona
$223K +$214K +4,102 New
AP
428
Adero Partners
California
$222K +$214K +4,090 New
CTWM
429
Cherry Tree Wealth Management
Minnesota
$221K
CPBTD
430
Central Pacific Bank - Trust Division
Hawaii
$221K +$214K +4,100 New
NRI
431
NFP Retirement Inc
California
$218K +$210K +4,025 New
WMP
432
Wealth Management Partners
Arizona
$214K +$206K +3,951 New
GHA
433
Granite Harbor Advisors
Texas
$212K +$204K +3,902 New
RWP
434
Ridgecrest Wealth Partners
California
$212K +$204K +3,900 New
BL
435
BFSG LLC
California
$206K +$31.3K +600 +19%
TRCT
436
Tower Research Capital (TRC)
New York
$170K -$332K -6,359 -67%
CJ
437
Caitlin John
Michigan
$163K +$6.06K +116 +4%
IGWM
438
ICA Group Wealth Management
Colorado
$162K +$61.4K +1,175 +65%
CIBC Private Wealth Group
439
CIBC Private Wealth Group
Georgia
$158K -$157K -3,015 -51%
SIS
440
Sound Income Strategies
Florida
$144K +$17.2K +329 +14%
GTAM
441
Global Trust Asset Management
Florida
$141K +$94.3K +1,805 +226%
GEA
442
Glen Eagle Advisors
New Jersey
$134K +$122K +2,329 +1,676%
DFA
443
DHJJ Financial Advisors
Illinois
$130K -$4.7K -90 -4%
SNB
444
Security National Bank
Nebraska
$128K +$123K +2,358 New
AWM
445
Avior Wealth Management
Nebraska
$120K +$574 +11 +0.5%
VCM
446
Versant Capital Management
Arizona
$118K +$103K +1,967 +911%
PNC Financial Services Group
447
PNC Financial Services Group
Pennsylvania
$108K -$135K -2,585 -57%
CAL
448
Capital Advisors Ltd
Ohio
$100K +$96.2K +1,842 New
CAM
449
Creekmur Asset Management
Illinois
$97.3K -$204K -3,898 -68%
HFS
450
HBC Financial Services
Washington
$97K +$20.9K +400 +27%