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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 %
HIA
426
Harbor Investment Advisory
Maryland
$676K +$1.69K +30 +0.3%
DA
427
Dover Advisors
Virginia
$675K +$8.46K +150 +1%
EFS
428
Essex Financial Services
Connecticut
$669K -$22.3K -395 -3%
Bank of Montreal
429
Bank of Montreal
Ontario, Canada
$665K +$81.1K +1,438 +14%
TW
430
TritonPoint Wealth
Maryland
$658K -$38.6K -680 -6%
BWM
431
BlackDiamond Wealth Management
New York
$653K +$224K +3,974 +52%
HG
432
Herbst Group
Connecticut
$643K +$643K +11,400 New
ACM
433
Aurdan Capital Management
Pennsylvania
$643K +$643K +11,397 New
MWM
434
Marion Wealth Management
Pennsylvania
$638K +$14.3K +254 +2%
FWM
435
Focused Wealth Management
New York
$635K +$227K +4,024 +56%
CCB
436
Country Club Bank
Missouri
$631K +$134K +2,334 +27%
Mirae Asset Global Investments
437
Mirae Asset Global Investments
South Korea
$630K +$172K +3,000 +38%
AFC
438
AFT Forsyth & Company
Florida
$629K +$70.2K +1,245 +13%
GSWM
439
Golden State Wealth Management
California
$627K +$627K +11,127 New
FFA
440
Farther Finance Advisors
California
$627K -$970K -17,204 -61%
NG
441
Novem Group
New York
$625K +$625K +11,093 New
IAS
442
Insigneo Advisory Services
Florida
$619K -$2.26M -40,050 -78%
Betterment LLC
443
Betterment LLC
New York
$617K +$359K +6,358 +139%
MWM
444
Mascagni Wealth Management
Mississippi
$613K +$613K +11,841 New
CFO
445
CVA Family Office
Colorado
$608K +$14.4K +255 +2%
BAM
446
BTS Asset Management
Massachusetts
$599K +$307K +5,448 +105%
MI
447
Motiv8 Investments
Florida
$597K +$597K +10,592 New
HCP
448
Hexagon Capital Partners
Arkansas
$589K +$56.6K +1,004 +11%
M1FG
449
Mach-1 Financial Group
Arkansas
$585K -$6.84M -121,347 -92%
PTC
450
Private Trust Company
Ohio
$584K +$243K +4,310 +71%