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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
MTWM
151
Masso Torrence Wealth Management
New Jersey
$3.32M +$265K +4,925 +9%
NFSG
152
Newbridge Financial Services Group
Florida
$3.31M +$2.03M +37,858 +174%
PGAM
153
Princeton Global Asset Management
New Jersey
$3.31M +$765K +14,228 +31%
HH
154
Hilltop Holdings
Texas
$3.29M +$169K +3,137 +6%
LAM
155
Lifestyle Asset Management
Texas
$3.22M +$1.22M +22,745 +65%
BCM
156
Brookstone Capital Management
Illinois
$3.21M +$1.33M +24,741 +73%
SW
157
SlateStone Wealth
Florida
$2.96M +$2.69K +50 +0.1%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$2.95M +$2.75M +51,088 +2,574%
SOS
159
Silver Oak Securities
Tennessee
$2.91M +$80.7K +1,501 +3%
SMC
160
Smith, Moore & Co
Missouri
$2.89M +$260K +4,845 +10%
AWM
161
Axxcess Wealth Management
California
$2.88M +$32.9K +612 +1%
OL
162
Owen LaRue
Kentucky
$2.84M +$616K +11,453 +29%
OWA
163
ORBA Wealth Advisors
Illinois
$2.84M +$267K +4,976 +11%
PAG
164
Paladin Advisory Group
Iowa
$2.76M +$2.68M +49,880 +25,320%
BPA
165
Beacon Pointe Advisors
California
$2.72M +$688K +12,794 +35%
BAM
166
Belpointe Asset Management
Nevada
$2.71M +$1.3M +24,100 +97%
MCC
167
Money Concepts Capital
Florida
$2.71M +$1.95M +36,203 +287%
IAIM
168
International Assets Investment Management
Florida
$2.69M +$445K +8,277 +21%
EA
169
Ergawealth Advisors
Illinois
$2.69M +$2.61M +48,505 New
KWA
170
Kingswood Wealth Advisors
California
$2.55M +$419K +7,804 +20%
SWP
171
Semus Wealth Partners
Florida
$2.55M +$452K +8,414 +22%
FCMA
172
Foresight Capital Management Advisors
Michigan
$2.53M +$2.45M +45,569 New
SPC
173
Sigma Planning Corp
Michigan
$2.5M +$419K +7,793 +21%
William Blair & Company
174
William Blair & Company
Illinois
$2.5M +$1.33M +24,834 +123%
PIA
175
Perennial Investment Advisors
California
$2.48M +$42K +781 +2%