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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 %
RG
451
Retirement Group
California
$76.5K +$54K +995 +240%
Qube Research & Technologies (QRT)
452
Qube Research & Technologies (QRT)
United Kingdom
$66.6K -$447K -8,244 -87%
FCAS
453
First Command Advisory Services
Texas
$59.4K +$59.4K +1,095 New
TPCW
454
TD Private Client Wealth
New York
$56K +$38K +701 +212%
WSC
455
Wellington Shields & Co
New York
$54.2K -$11.1K -205 -17%
FRA
456
Front Row Advisors
California
$53.2K +$18.7K +345 +54%
PTC
457
Private Trust Company
Ohio
$53K
UB
458
UMB Bank
Missouri
$50.8K
HT
459
Headlands Technologies
Illinois
$50.3K -$99.4K -1,833 -66%
RBC
460
Roble Belko & Company
Pennsylvania
$47K
RDFA
461
Ritter Daniher Financial Advisory
Ohio
$42.6K -$47.5K -877 -53%
GWSA
462
Global Wealth Strategies & Associates
Colorado
$40.7K +$10.8K +200 +36%
IHWM
463
Iron Horse Wealth Management
Iowa
$40.1K
IBOK
464
Independence Bank of Kentucky
Kentucky
$39.1K
HBW
465
Hazlett, Burt & Watson
West Virginia
$39K +$3.45K +63 +10%
AF
466
Allworth Financial
California
$36.9K -$27.6K -508 -43%
OLVIG
467
Oliver Lagore Vanvalin Investment Group
Michigan
$32.8K +$11.7K +215 +55%
CPA
468
Clear Point Advisors
New York
$29.1K +$651 +12 +2%
OA
469
Operose Advisors
Wisconsin
$25K +$25K +460 New
MIM
470
Macroview Investment Management
Maryland
$24.1K +$271 +5 +1%
Fifth Third Bancorp
471
Fifth Third Bancorp
Ohio
$23.4K +$23.4K +432 New
HWA
472
Heritage Wealth Advisors
Virginia
$21.7K +$21.7K +400 New
VWM
473
Venturi Wealth Management
Texas
$19.5K +$1.19K +22 +7%
VNA
474
Valley National Advisers
Pennsylvania
$19K -$6.82K -127 -26%
Bessemer Group
475
Bessemer Group
New Jersey
$19K