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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
CFS
426
Coordinated Financial Services
Colorado
$349K +$87.1K +1,621 +35%
LA
427
Lifeworks Advisors
Michigan
$349K -$3.55K -66 -1%
ML
428
McAdam LLC
Pennsylvania
$346K +$335K +6,242 New
CWA
429
Canvas Wealth Advisors
Kansas
$342K +$75.4K +1,402 +27%
BAAM
430
Baker Avenue Asset Management
California
$338K
GFA
431
Gallagher Fiduciary Advisors
Illinois
$336K -$4.3K -80 -1%
MW
432
Marcum Wealth
Ohio
$333K -$41.2K -767 -11%
CAM
433
Cozad Asset Management
Illinois
$329K +$65.5K +1,219 +26%
CTWM
434
Cherry Tree Wealth Management
Minnesota
$328K +$98.8K +1,838 +45%
CFGS
435
Concourse Financial Group Securities
Alabama
$325K -$49.1K -914 -13%
AGP
436
Autumn Glory Partners
Texas
$323K +$64.5K +1,200 +26%
RWM
437
Ritholtz Wealth Management
New York
$322K +$312K +5,802 New
SIM
438
Stratos Investment Management
Ohio
$320K +$89.4K +1,664 +41%
IA
439
IAM Advisory
Pennsylvania
$319K -$32.2K -600 -9%
KeyBank National Association
440
KeyBank National Association
Ohio
$319K
FGG
441
Financial Guidance Group
Florida
$318K +$83.3K +1,550 +37%
CCA
442
Cora Capital Advisors
New Jersey
$314K +$304K +5,655 New
PTC
443
Private Trust Company
Ohio
$308K +$246K +4,570 +468%
LFAS
444
Level Four Advisory Services
Texas
$305K +$15.9K +295 +6%
CGH
445
Crossmark Global Holdings
Texas
$305K +$296K +5,504 New
JWWM
446
Johnson & White Wealth Management
Pennsylvania
$299K +$290K +5,392 New
APW
447
Aurora Private Wealth
New Jersey
$292K +$10.2K +189 +4%
ACM
448
Academy Capital Management
Texas
$292K +$282K +5,254 New
EFL
449
ERn Financial LLC
Wisconsin
$289K +$280K +5,207 New
FIC
450
Family Investment Center
Missouri
$288K +$40.8K +759 +17%