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JPMorgan Nasdaq Equity Premium Income ETF

508 hedge funds and large institutions have $4.66B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2024 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 283 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 24

241% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 83

31% more funds holding in top 10

Funds holding in top 10: 2938 (+9)

29% more capital invested

Capital invested by funds: $3.61B → $4.66B (+$1.05B)

20% more funds holding

Funds holding: 425508 (+83)

2.94% less ownership

Funds ownership: 43.01%40.07% (-2.9%)

29% less call options, than puts

Call options by funds: $3.49M | Put options by funds: $4.91M

Holders
508
Holders Change
+83
Holders Change %
+19.53%
% of All Funds
7.32%
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
283
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
Change in
Stake
FFA
451
Farther Finance Advisors
California
$94.4K -$16K -307 -15%
TCOV
452
Trust Company of Vermont
Vermont
$92.3K +$88.8K +1,701 New
VAG
453
VisionPoint Advisory Group
Texas
$92.2K
CAM
454
Close Asset Management
United Kingdom
$80K
RG
455
Retirement Group
California
$76.5K +$52K +995 +240%
Qube Research & Technologies (QRT)
456
Qube Research & Technologies (QRT)
United Kingdom
$66.6K -$430K -8,244 -87%
FCAS
457
First Command Advisory Services
Texas
$59.4K +$57.2K +1,095 New
TPCW
458
TD Private Client Wealth
New York
$56K +$36.6K +701 +212%
WSC
459
Wellington Shields & Co
New York
$54.2K -$10.7K -205 -17%
FRA
460
Front Row Advisors
California
$53.2K +$18K +345 +54%
PTC
461
Private Trust Company
Ohio
$53K
UB
462
UMB Bank
Missouri
$50.8K
HT
463
Headlands Technologies
Illinois
$50.3K -$95.7K -1,833 -66%
RBC
464
Roble Belko & Company
Pennsylvania
$47K
RDFA
465
Ritter Daniher Financial Advisory
Ohio
$42.6K -$45.8K -877 -53%
GWSA
466
Global Wealth Strategies & Associates
Colorado
$40.7K +$10.4K +200 +36%
IHWM
467
Iron Horse Wealth Management
Iowa
$40.1K
IBOK
468
Independence Bank of Kentucky
Kentucky
$39.1K
HBW
469
Hazlett, Burt & Watson
West Virginia
$39K +$3.29K +63 +10%
AF
470
Allworth Financial
California
$36.9K -$26.5K -508 -43%
OLVIG
471
Oliver Lagore Vanvalin Investment Group
Michigan
$32.8K +$11.2K +215 +55%
CPA
472
Clear Point Advisors
New York
$29.1K +$627 +12 +2%
OA
473
Operose Advisors
Wisconsin
$24.9K +$24K +460 New
MIM
474
Macroview Investment Management
Maryland
$24.1K +$261 +5 +1%
Fifth Third Bancorp
475
Fifth Third Bancorp
Ohio
$23.4K +$22.6K +432 New