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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
RWMG
501
Redwood Wealth Management Group
New Jersey
$194K +$188K +3,500 New
VAG
502
VisionPoint Advisory Group
Texas
$193K +$95.9K +1,784 +105%
GTAM
503
Global Trust Asset Management
Florida
$172K +$26.3K +490 +19%
CJ
504
Caitlin John
Michigan
$169K +$2.42K +45 +1%
Belvedere Trading
505
Belvedere Trading
Illinois
$168K -$447K -8,319 -73%
CIBC Private Wealth Group
506
CIBC Private Wealth Group
Georgia
$164K -$54 -1 -0%
IBOK
507
Independence Bank of Kentucky
Kentucky
$151K +$107K +2,000 +278%
SNB
508
Security National Bank
Nebraska
$144K +$12.8K +238 +10%
GEA
509
Glen Eagle Advisors
New Jersey
$138K +$914 +17 +0.7%
DFA
510
DHJJ Financial Advisors
Illinois
$133K
CA
511
Centerpoint Advisors
Massachusetts
$111K +$107K +2,000 New
OA
512
Operose Advisors
Wisconsin
$106K +$78.1K +1,453 +316%
HFS
513
HBC Financial Services
Washington
$100K
UB
514
UMB Bank
Missouri
$82.8K +$29.9K +556 +59%
CAM
515
Close Asset Management
United Kingdom
$82K
TCOV
516
Trust Company of Vermont
Vermont
$81K -$13K -241 -14%
GWSG
517
GPS Wealth Strategies Group
Colorado
$75.3K +$56.3K +1,047 +338%
IGWM
518
ICA Group Wealth Management
Colorado
$75.1K -$88K -1,637 -55%
WWP
519
WR Wealth Planners
Missouri
$70.6K +$64.5K +1,201 +1,692%
VWWMG
520
Vermillion & White Wealth Management Group
Pennsylvania
$67.5K +$65.4K +1,216 New
TPCW
521
TD Private Client Wealth
New York
$66.5K +$8.97K +167 +16%
AF
522
Allworth Financial
California
$65.2K +$28.1K +523 +77%
SFC
523
Strategic Financial Concepts
Texas
$65K +$49.6M +922,558 +8,782%
FCAS
524
First Command Advisory Services
Texas
$60.8K
CAM
525
Creekmur Asset Management
Illinois
$59.6K -$38.7K -720 -40%