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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
HWA
476
Heritage Wealth Advisors
Virginia
$21.7K +$20.9K +400 New
VWM
477
Venturi Wealth Management
Texas
$19.5K +$1.15K +22 +7%
VNA
478
Valley National Advisers
Pennsylvania
$19K -$6.63K -127 -26%
Bessemer Group
479
Bessemer Group
New Jersey
$19K
GWSG
480
GPS Wealth Strategies Group
Colorado
$16.8K +$5.43K +104 +50%
RCM
481
Raleigh Capital Management
North Carolina
$16.3K
Barclays
482
Barclays
United Kingdom
$15.7K +$15.1K +290 New
GJIA
483
Glass Jacobson Investment Advisors
Maryland
$15.5K +$14.9K +285 New
CWAF
484
Core Wealth Advisors (Florida)
Florida
$15.2K
MBFW
485
Morton Brown Family Wealth
Pennsylvania
$15.1K +$14.5K +278 New
LFA
486
LGT Financial Advisors
Texas
$12.5K +$52 +1 +0.4%
S
487
SignatureFD
Georgia
$12.4K -$65.1K -1,247 -85%
TF
488
Tompkins Financial
New York
$10.8K
PAG
489
Paladin Advisory Group
Iowa
$10.6K
EWA
490
EverSource Wealth Advisors
Alabama
$9.84K +$9.87K +189 New
BTI
491
Blue Trust Inc
Georgia
$9.65K +$9.29K +178 New
FPB
492
First PREMIER Bank
South Dakota
$8K +$5.22K +100 +227%
GWS
493
Glassman Wealth Services
Virginia
$7.59K +$7.31K +140 New
PCM
494
Penserra Capital Management
California
$7K +$7.47K +143 New
AW
495
Avion Wealth
Texas
$6K
CWC
496
Carolinas Wealth Consulting
North Carolina
$5.26K +$5.07K +97 New
POIA
497
Pin Oak Investment Advisors
Texas
$5K +$5.22K +100 New
AAG
498
Armstrong Advisory Group
Massachusetts
$4.99K
Fidelity Investments
499
Fidelity Investments
Massachusetts
$4.05K +$3.29K +63 +525%
CTA
500
Colonial Trust Advisors
South Carolina
$3.96K +$3.81K +73 New