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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
PGAM
151
Princeton Global Asset Management
New Jersey
$2.46M +$166K +3,170 +8%
IA
152
IFP Advisors
Florida
$2.46M +$464K +8,879 +24%
VAM
153
Verity Asset Management
North Carolina
$2.43M -$254K -4,867 -10%
GVAG
154
Great Valley Advisor Group
Delaware
$2.42M +$1.89M +36,126 +428%
PIA
155
Perennial Investment Advisors
California
$2.39M +$115K +2,195 +5%
Franklin Resources
156
Franklin Resources
California
$2.36M -$127K -2,425 -5%
Susquehanna International Group
157
Susquehanna International Group
Pennsylvania
$2.33M +$1.22M +23,436 +120%
GF
158
Gries Financial
Ohio
$2.31M +$2.22M +42,603 New
TWM
159
Tradition Wealth Management
Minnesota
$2.31M -$6.79K -130 -0.3%
MFP
160
Meridian Financial Partners
Virginia
$2.31M -$1.15M -22,055 -34%
PFG
161
Prosperity Financial Group
California
$2.28M -$1.3M -24,828 -37%
KIG
162
Kennedy Investment Group
New Jersey
$2.27M +$2.18M +41,773 New
CFG
163
Carr Financial Group
Massachusetts
$2.25M +$1.91M +36,558 +739%
SRA
164
Secured Retirement Advisors
Minnesota
$2.2M +$14.2K +272 +0.7%
IAIM
165
International Assets Investment Management
Florida
$2.17M +$260K +4,983 +14%
OL
166
Owen LaRue
Kentucky
$2.16M +$349K +6,676 +20%
BAM
167
Bellevue Asset Management
Washington
$2.11M +$200K +3,831 +11%
CF
168
Concorde Financial
Texas
$2.09M +$2.01M +38,474 New
JSL
169
JT Stratford LLC
Georgia
$2.08M +$164K +3,132 +9%
KWA
170
Kingswood Wealth Advisors
California
$2.07M -$60K -1,149 -3%
WWMSC
171
Wagner Wealth Management (South Carolina)
South Carolina
$2.07M -$777K -14,872 -28%
SWP
172
Semus Wealth Partners
Florida
$2.03M +$495K +9,489 +34%
SPC
173
Sigma Planning Corp
Michigan
$2.02M +$1.23M +23,608 +173%
NFG
174
Nations Financial Group
Iowa
$2.01M +$147K +2,813 +8%
OIA
175
OneDigital Investment Advisors
Kansas
$2M -$17.8K -340 -0.9%