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JPMorgan Nasdaq Equity Premium Income ETF

606 hedge funds and large institutions have $6.31B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 346 increasing their positions, 134 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+31
Holders Change %
+5.39%
% of All Funds
8.77%
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.49%
New
78
Increased
346
Reduced
134
Closed
41
Calls
$15.1M
Puts
$13.8M
Net Calls
+$1.27M
Net Calls Change
+$807K
Name Holding Trade Value Shares
Change
Shares
Change %
CG
426
CFO4Life Group
Texas
$400K -$7.14K -130 -2%
FWM
427
Focused Wealth Management
New York
$398K +$398K +7,240 New
LFAS
428
Level Four Advisory Services
Texas
$395K +$95K +1,741 +32%
NRI
429
NFP Retirement Inc
California
$394K +$26.3K +479 +7%
MC
430
Moors & Cabot
Massachusetts
$393K -$86.6K -1,576 -18%
JCM
431
Jacobi Capital Management
Pennsylvania
$386K +$124K +2,266 +48%
FA
432
Fortis Advisors
Pennsylvania
$384K +$124K +2,266 +48%
BSSFA
433
Baron Silver Stevens Financial Advisors
Florida
$370K
Bank of New York Mellon
434
Bank of New York Mellon
New York
$366K -$251K -4,566 -41%
SFA
435
Sequoia Financial Advisors
Ohio
$366K -$211K -3,839 -37%
ATS
436
Ashton Thomas Securities
New York
$363K +$363K +6,699 New
JSW
437
Journey Strategic Wealth
New Jersey
$360K +$360K +6,558 New
CCA
438
Cora Capital Advisors
New Jersey
$360K +$49.4K +900 +16%
ATPW
439
Ashton Thomas Private Wealth
Arizona
$356K +$162K +2,943 +83%
FA
440
Fermata Advisors
California
$346K +$96.8K +1,763 +39%
BFP
441
Beacon Financial Planning
Massachusetts
$344K +$344K +6,261 New
CAL
442
Capital Advisors Ltd
Ohio
$343K +$144K +2,629 +73%
CWA
443
Clarus Wealth Advisors
Arizona
$340K +$76.9K +1,422 +29%
CTWM
444
Cherry Tree Wealth Management
Minnesota
$335K +$10K +182 +3%
BAAM
445
Baker Avenue Asset Management
California
$335K
PTC
446
Private Trust Company
Ohio
$332K +$27.5K +500 +9%
MW
447
Marcum Wealth
Ohio
$329K -$879 -16 -0.3%
Cerity Partners
448
Cerity Partners
New York
$325K -$315K -5,741 -49%
Brown Advisory
449
Brown Advisory
Maryland
$325K +$325K +5,910 New
IA
450
IAM Advisory
Pennsylvania
$324K +$8.46K +154 +3%