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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
IFG
51
Independent Financial Group
California
$16M +$920K +17,119 +6%
MFGM
52
Marshall Financial Group (Maryland)
Maryland
$15.8M +$1.34M +24,925 +10%
GL
53
Graypoint LLC
New York
$15.3M +$177K +3,288 +1%
CSPIA
54
Cary Street Partners Investment Advisory
Virginia
$15.1M +$2.95M +54,950 +25%
Mariner
55
Mariner
Kansas
$14.6M +$2.6M +48,424 +22%
CA
56
Cornerstone Advisory
Maryland
$13.8M +$869K +16,162 +7%
PA
57
PSI Advisors
Florida
$13.7M +$3.84M +71,493 +41%
NA
58
NewEdge Advisors
Louisiana
$13.5M +$6.41M +119,261 +97%
EWS
59
Evergreen Wealth Solutions
Pennsylvania
$13.4M +$400K +7,437 +3%
CAL
60
Capital Analysts LLC
Pennsylvania
$13.2M +$219K +4,072 +2%
BCI
61
Brinker Capital Investments
Pennsylvania
$13.1M +$666K +12,386 +6%
OPS
62
Orion Portfolio Solutions
Nebraska
$13.1M +$666K +12,386 +6%
BWP
63
Bernardo Wealth Planning
Pennsylvania
$13M +$274K +5,092 +2%
HCM
64
Howard Capital Management
Georgia
$12.8M +$3.08M +57,342 +33%
MFG
65
Magnus Financial Group
New York
$12.8M +$12.1M +224,434 +4,212%
EIP
66
Ellis Investment Partners
Pennsylvania
$12.5M +$1.03M +19,231 +9%
WA
67
Waverly Advisors
Alabama
$11.9M +$11.1M +206,257 +2,348%
BRWA
68
B. Riley Wealth Advisors
Florida
$11.9M +$11.1M +206,738 +2,807%
SHFP
69
Second Half Financial Partners
Florida
$11.8M -$329K -6,122 -3%
MAM
70
Marquette Asset Management
Minnesota
$11.4M +$11.1M +206,236 New
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$11.1M +$10.7M +199,115 New
MW
72
MBL Wealth
North Carolina
$11M +$4.63M +86,160 +77%
WCP
73
Wick Capital Partners
Pennsylvania
$10.8M +$383K +7,117 +4%
MOS
74
MGO One Seven
Ohio
$10.7M -$253K -4,704 -2%
CSPAM
75
Cary Street Partners Asset Management
Virginia
$10.7M +$1.54M +28,624 +18%