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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
FCG
451
Fielder Capital Group
Tennessee
$278K
PCS
452
Personal CFO Solutions
New Jersey
$277K +$28.1K +523 +12%
CWA
453
Clarus Wealth Advisors
Arizona
$272K +$3.87K +72 +2%
SL
454
SWMG LLC
Texas
$272K -$116K -2,165 -31%
EFG
455
Ethos Financial Group
Pennsylvania
$272K +$264K +4,903 New
JWM
456
Jupiter Wealth Management
Colorado
$269K
FWA
457
FSC Wealth Advisors
New York
$267K +$7.2K +134 +3%
MFA
458
Mayflower Financial Advisors
Massachusetts
$267K
EM
459
ELCO Management
New York
$266K -$10.7K -200 -4%
JCM
460
Jacobi Capital Management
Pennsylvania
$264K +$256K +4,761 New
FA
461
Fortis Advisors
Pennsylvania
$262K +$253K +4,716 New
PCA
462
Prosperity Capital Advisors
Ohio
$260K +$252K +4,690 New
UCFA
463
United Capital Financial Advisors
Texas
$260K -$151K -2,807 -37%
TP
464
Tranquility Partners
Tennessee
$254K -$5.43K -101 -2%
PCM
465
Pennsylvania Capital Management
Pennsylvania
$254K +$246K +4,573 New
FA
466
Fermata Advisors
California
$251K +$21.6K +402 +10%
RCAG
467
Rehmann Capital Advisory Group
Michigan
$250K +$242K +4,501 New
SIS
468
Sound Income Strategies
Florida
$250K +$99.1K +1,843 +69%
LFG
469
Larson Financial Group
Missouri
$244K +$236K +4,393 New
CCG
470
Capital CS Group
California
$243K +$235K +4,373 New
WSCM
471
Wellington Shields Capital Management
New York
$239K
BL
472
BFSG LLC
California
$236K +$24.7K +460 +12%
GWP
473
Gateway Wealth Partners
Wisconsin
$234K
SFG
474
Sovereign Financial Group
Connecticut
$233K +$226K +4,203 New
SIC
475
Samalin Investment Counsel
New York
$233K -$3.23K -60 -1%