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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
BPA
176
Beacon Pointe Advisors
California
$1.97M +$1.01M +19,309 +114%
DOA
177
D'Orazio & Associates
Virginia
$1.92M +$420K +8,040 +29%
LAM
178
Lifestyle Asset Management
Texas
$1.91M +$104K +1,986 +6%
JPLA
179
Joseph P. Lucia & Associates
New York
$1.91M -$69.8K -1,336 -4%
BEI
180
Benjamin Edwards Inc
Missouri
$1.85M -$19.3K -369 -1%
GCP
181
Gill Capital Partners
Colorado
$1.84M +$23.3K +446 +1%
BCM
182
Brookstone Capital Management
Illinois
$1.83M +$960K +18,381 +120%
JWCA
183
J.W. Cole Advisors
Florida
$1.8M +$774K +14,831 +81%
PWM
184
Purus Wealth Management
California
$1.8M +$18.3K +350 +1%
LNC
185
Lincoln National Corp
Pennsylvania
$1.77M +$239K +4,585 +16%
FA
186
Faithward Advisors
Pennsylvania
$1.76M +$1.7M +32,474 New
MAC
187
Mason & Associates (California)
California
$1.75M +$886K +16,965 +110%
WE
188
Wealth Effects
Massachusetts
$1.74M +$94.5K +1,810 +6%
FFWA
189
FRG Family Wealth Advisors
Washington
$1.72M +$465K +8,896 +37%
GWA
190
GGM Wealth Advisors
Maryland
$1.7M +$1.08M +20,597 +188%
CWA
191
Clarity Wealth Advisors
California
$1.66M +$175K +3,359 +12%
ACA
192
Aptus Capital Advisors
Alabama
$1.65M +$911K +17,439 +135%
RWPA
193
Richard W. Paul & Associates
Michigan
$1.64M +$138K +2,652 +10%
AWM
194
AE Wealth Management
Kansas
$1.62M -$22.8M -435,780 -94%
TCA
195
Transcend Capital Advisors
New Jersey
$1.55M +$209K +4,008 +16%
IF
196
Intrua Financial
Texas
$1.54M +$783 +15 +0.1%
HI
197
Harbour Investments
Wisconsin
$1.54M +$412K +7,881 +38%
FA
198
Flagstar Advisors
New York
$1.53M +$1.47M +28,123 New
MA
199
Modus Advisors
Minnesota
$1.52M +$657K +12,578 +81%
KPWS
200
Kestra Private Wealth Services
Texas
$1.51M +$261K +5,000 +22%