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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
SIM
476
Seaview Investment Managers
Florida
$229K +$222K +4,123 New
FPWM
477
FSB Premier Wealth Management
Iowa
$228K +$221K +4,103 New
CPBTD
478
Central Pacific Bank - Trust Division
Hawaii
$228K
TWP
479
Tyche Wealth Partners
Texas
$228K +$220K +4,100 New
AP
480
Adero Partners
California
$227K
STA
481
Summit Trail Advisors
New York
$227K +$220K +4,086 New
WAM
482
WealthTrust Asset Management
Florida
$222K +$215K +4,000 New
GHA
483
Granite Harbor Advisors
Texas
$222K +$5.16K +96 +2%
WMP
484
Wealth Management Partners
Arizona
$219K +$215 +4 +0.1%
SC
485
Sapient Capital
Indiana
$217K +$210K +3,909 New
RWP
486
Ridgecrest Wealth Partners
California
$216K
WI
487
Wintrust Investments
Illinois
$213K +$207K +3,846 New
SAM
488
Secure Asset Management
Michigan
$212K +$205K +3,818 New
TC
489
TownSquare Capital
Utah
$211K +$205K +3,805 New
BFG
490
Berger Financial Group
Minnesota
$210K +$204K +3,791 New
RFN
491
RDA Financial Network
Iowa
$209K +$202K +3,763 New
KFA
492
Kapstone Financial Advisors
Ohio
$208K +$201K +3,747 New
LNWWM
493
Laird Norton Wetherby Wealth Management
California
$207K -$30.7K -571 -13%
CFP
494
Cascade Financial Partners
California
$202K +$196K +3,641 New
LPAM
495
Lodestar Private Asset Management
California
$201K +$195K +3,630 New
CAL
496
Capital Advisors Ltd
Ohio
$201K +$95.5K +1,776 +96%
AP
497
Appleton Partners
Massachusetts
$201K +$194K +3,615 New
AO
498
Advisor OS
Illinois
$200K -$33.7K -627 -15%
MA
499
MJP Associates
Connecticut
$200K -$33.7K -627 -15%
ATPW
500
Ashton Thomas Private Wealth
Arizona
$196K +$190K +3,534 New