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JPMorgan Nasdaq Equity Premium Income ETF

606 hedge funds and large institutions have $6.31B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 346 increasing their positions, 134 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+31
Holders Change %
+5.39%
% of All Funds
8.77%
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.49%
New
78
Increased
346
Reduced
134
Closed
41
Calls
$15.1M
Puts
$13.8M
Net Calls
+$1.27M
Net Calls Change
+$807K
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
126
Avalon Capital Management
California
$4.77M -$132K -2,412 -3%
PWP
127
Principle Wealth Partners
Connecticut
$4.75M +$53.8K +980 +1%
FFWA
128
FRG Family Wealth Advisors
Washington
$4.74M +$463K +8,436 +11%
CWA
129
Cascade Wealth Advisors
Washington
$4.66M -$164K -2,989 -3%
KPWS
130
Kestra Private Wealth Services
Texas
$4.65M +$3M +54,564 +182%
SWM
131
StoneCrest Wealth Management
Arizona
$4.62M -$147K -2,670 -3%
KIG
132
Kennedy Investment Group
New Jersey
$4.57M +$549K +10,000 +14%
CCMG
133
Clark Capital Management Group
Pennsylvania
$4.28M +$2.26M +41,192 +112%
NW
134
NewEdge Wealth
Pennsylvania
$4.28M +$329K +5,986 +8%
KF
135
Krilogy Financial
Missouri
$4.28M +$2.06M +37,463 +93%
TSWM
136
Tyler-Stone Wealth Management
Ohio
$4.25M +$2.69M +49,047 +174%
WS
137
Wedbush Securities
California
$4.24M +$118K +2,148 +3%
GSIAS
138
Garden State Investment Advisory Services
New Jersey
$4.16M +$315K +5,728 +8%
TLP
139
Trinity Legacy Partners
Texas
$4.14M +$464K +8,422 +13%
Envestnet Portfolio Solutions
140
Envestnet Portfolio Solutions
Illinois
$4.13M +$533K +9,703 +15%
AssetMark Inc
141
AssetMark Inc
California
$4.12M -$2.15M -39,054 -34%
VWA
142
Visionary Wealth Advisors
Illinois
$4.1M +$1.89M +34,426 +85%
HGERS
143
Householder Group Estate & Retirement Specialist
Arizona
$4.01M -$1.08M -19,584 -21%
VVP
144
Venture Visionary Partners
Ohio
$3.98M +$185K +3,366 +5%
IWC
145
Integrated Wealth Concepts
Massachusetts
$3.9M -$346K -6,304 -8%
William Blair & Company
146
William Blair & Company
Illinois
$3.83M +$1.36M +24,696 +55%
SW
147
SlateStone Wealth
Florida
$3.82M +$887K +16,157 +30%
WAP
148
Wealthcare Advisory Partners
Pennsylvania
$3.66M +$232K +4,231 +7%
PGAM
149
Princeton Global Asset Management
New Jersey
$3.62M +$344K +6,271 +11%
TFS
150
Thoroughbred Financial Services
Tennessee
$3.61M -$289K -5,270 -7%