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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
Fidelity Investments
576
Fidelity Investments
Massachusetts
$2.87K -$1.24K -23 -31%
EWA
577
EverSource Wealth Advisors
Alabama
$2.69K -$7.47K -139 -74%
SFA
578
Semmax Financial Advisors
North Carolina
$2.44K +$1.13K +21 +81%
FHC
579
First Heartland Consultants
Missouri
$1.57K +$248K +4,613 +19%
TIM
580
Tortoise Investment Management
New York
$999 +$967 +18 New
SC
581
Swan Capital
Florida
$56 +$54 +1 New
GAA
582
Global Assets Advisory
Florida
-$20.6M -1,112,091 Closed
NYLIM
583
New York Life Investment Management
New York
-$25.1M -463,491 Closed
LJCM
584
Lee Johnson Capital Management
Texas
-$14.4M -264,667 Closed
WWA
585
WCG Wealth Advisors
Nevada
-$9.51M -175,261 Closed
WAOI
586
Wealth Advisors of Iowa
Iowa
-$2.75M -50,622 Closed
WM
587
Whitford Management
New York
-$2.67M -49,154 Closed
LNC
588
Lincoln National Corp
Pennsylvania
-$1.77M -32,676 Closed
NL
589
NWAM LLC
Washington
-$1.27M -23,900 Closed
AUB
590
Atlantic Union Bankshares
Virginia
-$972K -17,919 Closed
ZF
591
Zega Financial
Florida
-$861K -15,865 Closed
OFS
592
OneAscent Financial Services
Alabama
-$457K -8,433 Closed
SAF
593
Smith Anglin Financial
Texas
-$334K -6,149 Closed
Wolverine Trading
594
Wolverine Trading
Illinois
-$228K -4,242 Closed
TRCT
595
Tower Research Capital (TRC)
New York
-$170K -3,129 Closed
VCM
596
Versant Capital Management
Arizona
-$118K -2,183 Closed
HT
597
Headlands Technologies
Illinois
-$50.3K -928 Closed
RDFA
598
Ritter Daniher Financial Advisory
Ohio
-$42.6K -786 Closed
GJIA
599
Glass Jacobson Investment Advisors
Maryland
-$15.5K -285 Closed
CWAF
600
Core Wealth Advisors (Florida)
Florida
-$15.2K -281 Closed