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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
PVI
76
Pine Valley Investments
New Jersey
$8.26M -$498K -9,543 -6%
FH
77
FWG Holdings
Florida
$8.06M +$207K +3,957 +3%
ATC
78
Argent Trust Co
Tennessee
$7.69M +$1.46M +28,010 +25%
CA
79
Cambridge Advisors
Nebraska
$7.55M +$882K +16,899 +14%
CCA
80
Childress Capital Advisors
Texas
$7.48M +$773K +14,796 +12%
CW
81
CIC Wealth
Maryland
$7.42M +$520K +9,967 +8%
BWG
82
Beta Wealth Group
California
$7.18M -$1.6M -30,731 -19%
BFA
83
Beacon Financial Advisory
Ohio
$6.86M +$2.12M +40,522 +47%
NA
84
NewEdge Advisors
Louisiana
$6.69M +$678K +12,988 +12%
CIA
85
Caerus Investment Advisors
Texas
$6.69M -$599K -11,475 -9%
Renaissance Technologies
86
Renaissance Technologies
New York
$6.59M -$3.28M -62,800 -34%
SI
87
Stephens Inc
Arkansas
$6.46M +$688K +13,176 +12%
USCWA
88
U.S. Capital Wealth Advisors
Texas
$6.37M +$3.24M +62,125 +112%
NEPWA
89
New England Private Wealth Advisors
Massachusetts
$6.07M +$115K +2,208 +2%
MW
90
MBL Wealth
North Carolina
$6.05M +$1.17M +22,359 +25%
AssetMark Inc
91
AssetMark Inc
California
$6.03M +$5.8M +111,142 New
BCM
92
Beck Capital Management
Texas
$6.01M -$98.7K -1,890 -2%
FPGK
93
Financial Partners Group (Kansas)
Kansas
$5.7M +$3.12M +59,786 +132%
DAS
94
Dynamic Advisor Solutions
Arizona
$5.7M -$1.14M -21,789 -17%
ACM
95
Avalon Capital Management
California
$5.59M -$30K -574 -0.6%
SWM
96
StoneCrest Wealth Management
Arizona
$5.57M -$486K -9,315 -8%
EBWM
97
Eagle Bluffs Wealth Management
Missouri
$5.42M +$310K +5,934 +6%
PIWA
98
Prevail Innovative Wealth Advisors
Kansas
$5.24M +$5.05M +96,681 New
TCWM
99
Total Clarity Wealth Management
Illinois
$5.11M +$996K +19,069 +25%
HIP
100
HUB Investment Partners
Texas
$5.03M +$280K +5,366 +6%