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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
LJCM
51
Lee Johnson Capital Management
Texas
$14.4M -$27.7M -529,896 -67%
CF
52
Centaurus Financial
California
$14.2M +$12.7M +242,390 +1,301%
MFGM
53
Marshall Financial Group (Maryland)
Maryland
$14.1M +$7.4M +141,638 +120%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$13.6M +$2.79M +53,419 +27%
CAL
55
Capital Analysts LLC
Pennsylvania
$12.7M +$1.27M +24,389 +12%
EWS
56
Evergreen Wealth Solutions
Pennsylvania
$12.7M +$550K +10,524 +5%
CA
57
Cornerstone Advisory
Maryland
$12.6M -$38.5K -737 -0.3%
BWP
58
Bernardo Wealth Planning
Pennsylvania
$12.4M +$250K +4,786 +2%
BCI
59
Brinker Capital Investments
Pennsylvania
$12.1M +$423K +8,106 +4%
OPS
60
Orion Portfolio Solutions
Nebraska
$12.1M +$423K +8,106 +4%
RCA
61
Reitz Capital Advisors
Michigan
$11.9M
SHFP
62
Second Half Financial Partners
Florida
$11.8M -$170K -3,252 -1%
CSPIA
63
Cary Street Partners Investment Advisory
Virginia
$11.8M +$1.98M +37,851 +21%
Mariner
64
Mariner
Kansas
$11.7M +$6.29M +120,539 +127%
EIP
65
Ellis Investment Partners
Pennsylvania
$11.2M +$1.7M +32,464 +19%
HWA
66
Hilltop Wealth Advisors
North Carolina
$10.9M -$300K -5,740 -3%
DAM
67
Derbend Asset Management
Georgia
$10.8M +$814K +15,582 +9%
MOS
68
MGO One Seven
Ohio
$10.7M +$1.55M +29,775 +18%
WCP
69
Wick Capital Partners
Pennsylvania
$10.2M +$2.98M +57,065 +44%
PA
70
PSI Advisors
Florida
$9.54M +$3.71M +70,975 +68%
WWA
71
WCG Wealth Advisors
Nevada
$9.51M -$3.89M -74,488 -30%
HCM
72
Howard Capital Management
Georgia
$9.4M +$2.78M +53,307 +44%
PFS
73
Prospera Financial Services
Texas
$9.18M +$1.28M +24,504 +17%
CSPAM
74
Cary Street Partners Asset Management
Virginia
$8.86M +$312K +5,981 +4%
WMA
75
West Michigan Advisors
Michigan
$8.69M +$375K +7,185 +5%