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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
CBA
101
Coastal Bridge Advisors
Connecticut
$4.98M +$2.19M +41,893 +84%
NW
102
NewEdge Wealth
Pennsylvania
$4.92M +$3.95M +75,722 +395%
BIP
103
Blue Investment Partners
California
$4.92M +$904K +17,308 +24%
AAS
104
Avantax Advisory Services
Texas
$4.82M +$3.96M +75,794 +581%
ICG
105
InterOcean Capital Group
Tennessee
$4.78M +$1.52M +29,196 +50%
PWP
106
Principle Wealth Partners
Connecticut
$4.68M +$211K +4,044 +5%
HGERS
107
Householder Group Estate & Retirement Specialist
Arizona
$4.59M +$1.84M +35,168 +71%
M1FG
108
Mach-1 Financial Group
Arkansas
$4.57M +$248K +4,753 +6%
HNWAG
109
High Net Worth Advisory Group
Florida
$4.53M +$1.03M +19,655 +31%
CAM
110
Cobblestone Asset Management
Virginia
$4.33M +$136K +2,596 +3%
EFH
111
Eaton Financial Holdings
Florida
$4.31M +$80.6K +1,544 +2%
IP
112
Ignite Planners
California
$4.24M +$213K +4,073 +5%
VAM
113
Vienna Asset Management
California
$4.23M +$395K +7,572 +11%
SFP
114
Sandbox Financial Partners
Maryland
$4.12M +$2.27M +43,494 +134%
HWAM
115
Hennion & Walsh Asset Management
New Jersey
$4.11M +$306K +5,866 +8%
Comerica Bank
116
Comerica Bank
Texas
$4.09M +$914K +17,500 +30%
Wealthfront Advisers
117
Wealthfront Advisers
California
$4.02M +$1.72M +32,893 +80%
AAS
118
Ameritas Advisory Services
Nebraska
$3.93M +$3.09M +59,090 +392%
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$3.89M +$1.44M +27,547 +62%
FA
120
Fagan Associates
New York
$3.75M +$711K +13,615 +25%
TFS
121
Thoroughbred Financial Services
Tennessee
$3.73M -$1.08M -20,696 -23%
LSPW
122
Lake Street Private Wealth
Illinois
$3.7M +$1M +19,226 +39%
PFGIA
123
Patriot Financial Group Insurance Agency
Massachusetts
$3.69M +$1.29M +24,780 +57%
KFS
124
Kelly Financial Services
Massachusetts
$3.68M -$14.8K -283 -0.4%
IWC
125
Integrated Wealth Concepts
Massachusetts
$3.64M -$24.7K -473 -0.7%