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JPMorgan Nasdaq Equity Premium Income ETF

575 hedge funds and large institutions have $5.82B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2024 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 343 increasing their positions, 86 reducing their positions, and 24 closing their positions.

Holders
575
Holders Change
+72
Holders Change %
+14.31%
% of All Funds
8.36%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.49%
New
108
Increased
343
Reduced
86
Closed
24
Calls
$4.47M
Puts
$4.01M
Net Calls
+$466K
Net Calls Change
+$1.89M
Name Holding Trade Value Shares
Change
Shares
Change %
MFGM
51
Marshall Financial Group (Maryland)
Maryland
$15.8M +$1.38M +24,925 +10%
GL
52
Graypoint LLC
New York
$15.3M +$182K +3,288 +1%
CSPIA
53
Cary Street Partners Investment Advisory
Virginia
$15.1M +$3.05M +54,950 +25%
Mariner
54
Mariner
Kansas
$14.6M +$2.69M +48,424 +22%
CA
55
Cornerstone Advisory
Maryland
$13.8M +$897K +16,162 +7%
PA
56
PSI Advisors
Florida
$13.7M +$3.97M +71,493 +41%
NA
57
NewEdge Advisors
Louisiana
$13.5M +$6.62M +119,261 +97%
EWS
58
Evergreen Wealth Solutions
Pennsylvania
$13.4M +$413K +7,437 +3%
CAL
59
Capital Analysts LLC
Pennsylvania
$13.2M +$226K +4,072 +2%
OPS
60
Orion Portfolio Solutions
Nebraska
$13.1M +$687K +12,386 +6%
BCI
61
Brinker Capital Investments
Pennsylvania
$13.1M +$687K +12,386 +6%
BWP
62
Bernardo Wealth Planning
Pennsylvania
$13M +$283K +5,092 +2%
HCM
63
Howard Capital Management
Georgia
$12.8M +$3.18M +57,342 +33%
MFG
64
Magnus Financial Group
New York
$12.8M +$12.5M +224,434 +4,212%
EIP
65
Ellis Investment Partners
Pennsylvania
$12.5M +$1.07M +19,231 +9%
WA
66
Waverly Advisors
Alabama
$11.9M +$11.4M +206,257 +2,348%
BRWA
67
B. Riley Wealth Advisors
Florida
$11.9M +$11.5M +206,738 +2,807%
SHFP
68
Second Half Financial Partners
Florida
$11.8M -$340K -6,122 -3%
MAM
69
Marquette Asset Management
Minnesota
$11.4M +$11.4M +206,236 New
Focus Partners Wealth
70
Focus Partners Wealth
Massachusetts
$11.1M +$11.1M +199,115 New
MW
71
MBL Wealth
North Carolina
$11M +$4.78M +86,160 +77%
WCP
72
Wick Capital Partners
Pennsylvania
$10.8M +$395K +7,117 +4%
MOS
73
MGO One Seven
Ohio
$10.7M -$261K -4,704 -2%
CSPAM
74
Cary Street Partners Asset Management
Virginia
$10.7M +$1.59M +28,624 +18%
WMA
75
West Michigan Advisors
Michigan
$8.73M -$168K -3,030 -2%