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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
WMA
76
West Michigan Advisors
Michigan
$8.73M -$163K -3,030 -2%
FH
77
FWG Holdings
Florida
$8.54M +$263K +4,898 +3%
PVI
78
Pine Valley Investments
New Jersey
$8.49M +$41.5K +773 +0.5%
Renaissance Technologies
79
Renaissance Technologies
New York
$8.44M +$1.64M +30,536 +25%
ATC
80
Argent Trust Co
Tennessee
$8.43M +$543K +10,105 +7%
TWM
81
Tradition Wealth Management
Minnesota
$8.35M +$5.79M +107,816 +253%
CCA
82
Childress Capital Advisors
Texas
$8.27M +$603K +11,215 +8%
BFA
83
Beacon Financial Advisory
Ohio
$8.19M +$1.13M +21,050 +17%
CW
84
CIC Wealth
Maryland
$8.14M +$528K +9,831 +7%
CA
85
Cambridge Advisors
Nebraska
$8.06M +$316K +5,887 +4%
SI
86
Stephens Inc
Arkansas
$7.47M +$833K +15,500 +13%
BWG
87
Beta Wealth Group
California
$7.29M -$57.5K -1,070 -0.8%
CBA
88
Coastal Bridge Advisors
Connecticut
$7.07M +$1.92M +35,696 +39%
CIA
89
Caerus Investment Advisors
Texas
$6.84M +$699 +13 +0%
M1FG
90
Mach-1 Financial Group
Arkansas
$6.81M +$2.06M +38,255 +45%
USCWA
91
U.S. Capital Wealth Advisors
Texas
$6.6M +$87.8K +1,633 +1%
IAS
92
Insigneo Advisory Services
Florida
$6.59M +$5.94M +110,484 +499%
VAM
93
Vienna Asset Management
California
$6.56M +$2.17M +40,369 +52%
NEPWA
94
New England Private Wealth Advisors
Massachusetts
$6.43M +$185K +3,439 +3%
AssetMark Inc
95
AssetMark Inc
California
$6.33M +$155K +2,888 +3%
FPGK
96
Financial Partners Group (Kansas)
Kansas
$6.25M +$403K +7,496 +7%
BCM
97
Beck Capital Management
Texas
$6.2M +$48.1K +895 +0.8%
SFP
98
Sandbox Financial Partners
Maryland
$5.87M +$1.6M +29,861 +39%
EBWM
99
Eagle Bluffs Wealth Management
Missouri
$5.86M +$303K +5,643 +6%
PIWA
100
Prevail Innovative Wealth Advisors
Kansas
$5.85M +$470K +8,747 +9%