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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
WSC
526
Wellington Shields & Co
New York
$55.5K
TSMHT
527
Thurston Springer Miller Herd & Titak
Indiana
$55.5K +$53.7K +1,000 New
FRA
528
Front Row Advisors
California
$54.4K
RBC
529
Roble Belko & Company
Pennsylvania
$48K
WAS
530
Winch Advisory Services
Wisconsin
$43K +$41.6K +774 New
GWSA
531
Global Wealth Strategies & Associates
Colorado
$41.6K
IHWM
532
Iron Horse Wealth Management
Iowa
$41.1K
HBW
533
Hazlett, Burt & Watson
West Virginia
$41K +$161 +3 +0.4%
OLVIG
534
Oliver Lagore Vanvalin Investment Group
Michigan
$38K +$4.3K +80 +13%
CPA
535
Clear Point Advisors
New York
$30.5K +$699 +13 +2%
HPC
536
HM Payson & Co
Maine
$29.4K +$28.5K +530 New
VWM
537
Venturi Wealth Management
Texas
$28.4K +$8.17K +152 +42%
SIC
538
SJS Investment Consulting
Ohio
$28.2K +$27.3K +508 New
CT
539
Colonial Trust
South Carolina
$27.2K +$26.3K +490 New
AAG
540
Armstrong Advisory Group
Massachusetts
$26.7K +$20.5K +381 +381%
BCMLT
541
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.5K +$24.7K +460 New
MIM
542
Macroview Investment Management
Maryland
$24.7K +$54 +1 +0.2%
Fifth Third Bancorp
543
Fifth Third Bancorp
Ohio
$24K
RFA
544
Register Financial Advisors
Georgia
$23.6K +$22.8K +425 New
CFB
545
Cullen/Frost Bankers
Texas
$23.5K +$22.8K +424 New
FCA
546
FinTrust Capital Advisors
South Carolina
$22.5K +$21.8K +406 New
OWA
547
Opal Wealth Advisors
New York
$22.3K +$21.6K +401 New
HWA
548
Heritage Wealth Advisors
Virginia
$22.2K
SSB
549
Sandy Spring Bank
Maryland
$22.2K +$21.5K +400 New
S
550
SignatureFD
Georgia
$19.3K +$6.45K +120 +53%