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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
Bessemer Group
551
Bessemer Group
New Jersey
$19K
RCM
552
Raleigh Capital Management
North Carolina
$16.6K
Barclays
553
Barclays
United Kingdom
$16.1K
GWS
554
Glassman Wealth Services
Virginia
$15.5K +$7.52K +140 +100%
MBFW
555
Morton Brown Family Wealth
Pennsylvania
$15.2K
VNA
556
Valley National Advisers
Pennsylvania
$15K -$4.25K -79 -22%
Kayne Anderson Rudnick Investment Management
557
Kayne Anderson Rudnick Investment Management
California
$14.9K +$14.5K +269 New
ADL
558
Asset Dedication LLC
California
$14.7K +$14.2K +264 New
POIA
559
Pin Oak Investment Advisors
Texas
$13K +$6.99K +130 +130%
LFA
560
LGT Financial Advisors
Texas
$12.9K +$107 +2 +0.9%
OSAM
561
O'Shaughnessy Asset Management
Connecticut
$12.5K +$10.3K +192 +565%
WOSD
562
WFA of San Diego
California
$11.1K +$10.7K +200 New
BTI
563
Blue Trust Inc
Georgia
$9.65K
FPB
564
First PREMIER Bank
South Dakota
$8K
JFGIW
565
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.6K +$7.36K +137 New
AFWM
566
Abich Financial Wealth Management
Virginia
$7.05K +$6.83K +127 New
SP
567
SWS Partners
Ohio
$6.55K +$6.34K +118 New
CWC
568
Carolinas Wealth Consulting
North Carolina
$5.38K
CP
569
Castleview Partners
Texas
$5.27K +$5.11K +95 New
CSB
570
City State Bank
Iowa
$5.27K +$5.11K +95 New
AW
571
Avion Wealth
Texas
$5K
AA
572
Ancora Advisors
Ohio
$4.16K +$4.03K +75 New
CAM
573
Chesapeake Asset Management
New York
$3.26K +$54 +1 +2%
FMP
574
Financial Management Professionals
Texas
$3K +$430 +8 +21%
TFA
575
Toth Financial Advisory
Virginia
$2.92K +$2.85K +53 New