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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
PFS
101
Prospera Financial Services
Texas
$5.85M -$3.44M -63,920 -38%
HIP
102
HUB Investment Partners
Texas
$5.84M +$677K +12,600 +14%
DAS
103
Dynamic Advisor Solutions
Arizona
$5.83M -$2.74K -51 -0%
TFA
104
Teamwork Financial Advisors
Texas
$5.8M -$8.67M -161,373 -61%
CAM
105
Cobblestone Asset Management
Virginia
$5.76M +$1.28M +23,828 +30%
Wealthfront Advisers
106
Wealthfront Advisers
California
$5.71M +$1.55M +28,803 +39%
AAS
107
Avantax Advisory Services
Texas
$5.55M +$601K +11,175 +13%
HGERS
108
Householder Group Estate & Retirement Specialist
Arizona
$5.14M +$428K +7,956 +9%
AAS
109
Ameritas Advisory Services
Nebraska
$5.12M +$968K +18,014 +24%
HNWAG
110
High Net Worth Advisory Group
Florida
$5.01M +$364K +6,764 +8%
KWM
111
Kingsview Wealth Management
Oregon
$4.96M +$1.21M +22,490 +34%
ACM
112
Avalon Capital Management
California
$4.95M -$746K -13,873 -13%
MCIA
113
Mountain Capital Investment Advisors
Colorado
$4.91M +$1.38M +25,747 +41%
IP
114
Ignite Planners
California
$4.88M +$465K +8,644 +11%
SWM
115
StoneCrest Wealth Management
Arizona
$4.82M -$847K -15,756 -15%
Citigroup
116
Citigroup
New York
$4.81M -$9.88M -183,896 -68%
FA
117
Fagan Associates
New York
$4.78M +$914K +17,014 +25%
TCWM
118
Total Clarity Wealth Management
Illinois
$4.78M -$432K -8,044 -9%
NAS
119
NWF Advisory Services
California
$4.78M +$3.62M +67,340 +359%
LSPW
120
Lake Street Private Wealth
Illinois
$4.77M +$952K +17,716 +26%
RVPG
121
Relative Value Partners Group
$4.77M +$4.62M +85,981 New
RFMS
122
RWQ Financial Management Services
Florida
$4.75M +$1.57M +29,284 +52%
PWP
123
Principle Wealth Partners
Connecticut
$4.74M -$43.2K -803 -0.9%
Comerica Bank
124
Comerica Bank
Texas
$4.64M +$435K +8,090 +11%
CWA
125
Cascade Wealth Advisors
Washington
$4.61M +$1.34M +24,842 +39%