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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
PFGIA
126
Patriot Financial Group Insurance Agency
Massachusetts
$4.55M +$752K +13,995 +21%
CFG
127
Carr Financial Group
Massachusetts
$4.54M +$2.17M +40,315 +97%
GVAG
128
Great Valley Advisor Group
Delaware
$4.5M +$1.96M +36,546 +82%
SWP
129
Stratos Wealth Partners
Ohio
$4.34M +$1.07M +19,961 +34%
IWC
130
Integrated Wealth Concepts
Massachusetts
$4.29M +$547K +10,175 +15%
WS
131
Wedbush Securities
California
$4.17M +$584K +10,869 +17%
HWAM
132
Hennion & Walsh Asset Management
New Jersey
$4.11M -$87K -1,619 -2%
KIG
133
Kennedy Investment Group
New Jersey
$4.06M +$1.69M +31,372 +75%
NW
134
NewEdge Wealth
Pennsylvania
$3.99M -$1.23M -22,929 -24%
TFS
135
Thoroughbred Financial Services
Tennessee
$3.94M +$120K +2,239 +3%
FFWA
136
FRG Family Wealth Advisors
Washington
$3.91M +$2.41M +44,798 +135%
GSIAS
137
Garden State Investment Advisory Services
New Jersey
$3.88M +$664K +12,362 +21%
MAM
138
Milestone Asset Management
Pennsylvania
$3.86M +$414K +7,707 +12%
VVP
139
Venture Visionary Partners
Ohio
$3.84M +$273K +5,076 +8%
WANY
140
Wealthspire Advisors (New York)
New York
$3.8M +$3.68M +68,409 New
TLP
141
Trinity Legacy Partners
Texas
$3.71M +$3.59M +66,765 New
Envestnet Portfolio Solutions
142
Envestnet Portfolio Solutions
Illinois
$3.63M +$550K +10,231 +19%
CWA
143
Consilium Wealth Advisory
Texas
$3.58M -$122K -2,268 -3%
MAG
144
Members Advisory Group
New York
$3.53M +$2.96M +55,053 +641%
WAP
145
Wealthcare Advisory Partners
Pennsylvania
$3.47M +$666K +12,395 +25%
MW
146
Maia Wealth
Colorado
$3.46M +$3.33M +61,897 New
IWM
147
IHT Wealth Management
Illinois
$3.46M +$485K +9,032 +17%
WC
148
Waterloo Capital
Texas
$3.45M +$3.34M +62,129 New
ARG
149
Advisory Resource Group
Oklahoma
$3.4M +$60.4K +1,123 +2%
DC
150
Davenport & Co
Virginia
$3.32M +$7.63K +142 +0.2%