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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
WWP
501
WR Wealth Planners
Missouri
$3.83K +$3.71K +71 New
CAM
502
Chesapeake Asset Management
New York
$3.11K +$574 +11 +24%
FMP
503
Financial Management Professionals
Texas
$2K -$21.2K -406 -91%
OSAM
504
O'Shaughnessy Asset Management
Connecticut
$1.84K +$1.77K +34 New
SFA
505
Semmax Financial Advisors
North Carolina
$1.38K +$52 +1 +4%
BCWM
506
Bartlett & Co Wealth Management
Ohio
$1.36K +$1.3K +25 New
FIA
507
FNY Investment Advisers
New York
$1.02K +$980K +18,767 New
HFS
508
Hantz Financial Services
Michigan
$1K
GMFG
509
Greater Midwest Financial Group
Minnesota
-$9.02M -180,654 Closed
MSAM
510
Moloney Securities Asset Management
Missouri
-$4.91M -98,375 Closed
ACM
511
AlphaStar Capital Management
North Carolina
-$3.71M -73,698 Closed
ARC
512
Advisor Resource Council
Texas
-$3.16M -63,228 Closed
KA
513
Kovack Advisors
Florida
-$2.04M -40,938 Closed
NWM
514
Napa Wealth Management
California
-$1.23M -24,656 Closed
FA
515
FDx Advisors
Illinois
-$849K -16,999 Closed
TI
516
Trexquant Investment
Connecticut
-$751K -15,033 Closed
CB
517
Cadence Bank
Mississippi
-$599K -12,000 Closed
TSS
518
Two Sigma Securities
New York
-$439K -8,802 Closed
AA
519
Argent Advisors
Louisiana
-$300K -5,999 Closed
EAM
520
Empirical Asset Management
Massachusetts
-$241K -4,829 Closed
BWM
521
BKM Wealth Management
Wisconsin
-$55.2K -1,105 Closed
TCM
522
TD Capital Management
Tennessee
-$39.9K -800 Closed
LFG
523
Larson Financial Group
Missouri
-$25K -500 Closed
GFP
524
Gryphon Financial Partners
Ohio
-$15K -300 Closed
BF
525
BOK Financial
Oklahoma
-$10.5K -210 Closed