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JPMorgan Nasdaq Equity Premium Income ETF

575 hedge funds and large institutions have $5.82B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2024 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 343 increasing their positions, 86 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
+72
Holders Change %
+14.31%
% of All Funds
8.36%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.49%
New
108
Increased
343
Reduced
86
Closed
24
Calls
$4.47M
Puts
$4.01M
Net Calls
+$466K
Net Calls Change
+$1.89M
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
451
Jupiter Wealth Management
Colorado
$269K
FWA
452
FSC Wealth Advisors
New York
$267K +$7.44K +134 +3%
MFA
453
Mayflower Financial Advisors
Massachusetts
$267K
EM
454
ELCO Management
New York
$266K -$11.1K -200 -4%
JCM
455
Jacobi Capital Management
Pennsylvania
$264K +$264K +4,761 New
FA
456
Fortis Advisors
Pennsylvania
$262K +$262K +4,716 New
PCA
457
Prosperity Capital Advisors
Ohio
$260K +$260K +4,690 New
UCFA
458
United Capital Financial Advisors
Texas
$260K -$156K -2,807 -37%
TP
459
Tranquility Partners
Tennessee
$254K -$5.61K -101 -2%
PCM
460
Pennsylvania Capital Management
Pennsylvania
$254K +$254K +4,573 New
FA
461
Fermata Advisors
California
$251K +$22.3K +402 +10%
RCAG
462
Rehmann Capital Advisory Group
Michigan
$250K +$250K +4,501 New
SIS
463
Sound Income Strategies
Florida
$250K +$102K +1,843 +69%
LFG
464
Larson Financial Group
Missouri
$244K +$244K +4,393 New
CCG
465
Capital CS Group
California
$243K +$243K +4,373 New
WSCM
466
Wellington Shields Capital Management
New York
$239K
BL
467
BFSG LLC
California
$236K +$25.5K +460 +12%
GWP
468
Gateway Wealth Partners
Wisconsin
$234K
SFG
469
Sovereign Financial Group
Connecticut
$233K +$233K +4,203 New
SIC
470
Samalin Investment Counsel
New York
$233K -$3.33K -60 -1%
SIM
471
Seaview Investment Managers
Florida
$229K +$229K +4,123 New
FPWM
472
FSB Premier Wealth Management
Iowa
$228K +$228K +4,103 New
CPBTD
473
Central Pacific Bank - Trust Division
Hawaii
$228K
TWP
474
Tyche Wealth Partners
Texas
$228K +$228K +4,100 New
AP
475
Adero Partners
California
$227K