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JPMorgan Nasdaq Equity Premium Income ETF

503 hedge funds and large institutions have $4.64B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2024 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 279 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+83
Holders Change %
+19.76%
% of All Funds
7.29%
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
279
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
Shares
Change %
CPBTD
426
Central Pacific Bank - Trust Division
Hawaii
$221K +$221K +4,100 New
NRI
427
NFP Retirement Inc
California
$218K +$218K +4,025 New
WMP
428
Wealth Management Partners
Arizona
$214K +$214K +3,951 New
GHA
429
Granite Harbor Advisors
Texas
$212K +$212K +3,902 New
RWP
430
Ridgecrest Wealth Partners
California
$212K +$212K +3,900 New
BL
431
BFSG LLC
California
$206K +$32.5K +600 +19%
TRCT
432
Tower Research Capital (TRC)
New York
$170K -$345K -6,359 -67%
CJ
433
Caitlin John
Michigan
$163K +$6.29K +116 +4%
IGWM
434
ICA Group Wealth Management
Colorado
$162K +$63.7K +1,175 +65%
CIBC Private Wealth Group
435
CIBC Private Wealth Group
Georgia
$158K -$163K -3,015 -51%
SIS
436
Sound Income Strategies
Florida
$144K +$17.8K +329 +14%
GTAM
437
Global Trust Asset Management
Florida
$141K +$97.9K +1,805 +226%
GEA
438
Glen Eagle Advisors
New Jersey
$134K +$126K +2,329 +1,676%
DFA
439
DHJJ Financial Advisors
Illinois
$130K -$4.88K -90 -4%
SNB
440
Security National Bank
Nebraska
$128K +$128K +2,358 New
AWM
441
Avior Wealth Management
Nebraska
$120K +$597 +11 +0.5%
VCM
442
Versant Capital Management
Arizona
$118K +$107K +1,967 +911%
PNC Financial Services Group
443
PNC Financial Services Group
Pennsylvania
$108K -$140K -2,585 -57%
CAL
444
Capital Advisors Ltd
Ohio
$100K +$100K +1,842 New
CAM
445
Creekmur Asset Management
Illinois
$97.3K -$211K -3,898 -68%
HFS
446
HBC Financial Services
Washington
$97K +$20.4K +400 +27%
FFA
447
Farther Finance Advisors
California
$94.4K -$16.6K -307 -15%
TCOV
448
Trust Company of Vermont
Vermont
$92.3K +$92.3K +1,701 New
VAG
449
VisionPoint Advisory Group
Texas
$92.2K
CAM
450
Close Asset Management
United Kingdom
$80K