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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
CPC
201
Consolidated Planning Corp
Georgia
$1.5M +$518K +9,928 +56%
MA
202
MBA Advisors
Pennsylvania
$1.48M +$57.9K +1,109 +4%
JFG
203
Jefferies Financial Group
New York
$1.45M -$131K -2,500 -9%
CIAS
204
Capital Investment Advisory Services
North Carolina
$1.42M +$94.8K +1,816 +7%
TA
205
TrueWealth Advisors
Alabama
$1.41M +$125K +2,399 +10%
LWM
206
Lionsbridge Wealth Management
Florida
$1.4M +$1.35M +25,836 New
SP
207
Sequent Planning
Nebraska
$1.39M +$1.34M +25,668 New
CWP
208
Concord Wealth Partners
Virginia
$1.39M +$65K +1,244 +5%
EFMC
209
Empire Financial Management Company
New York
$1.37M +$783K +15,000 +145%
FZCM
210
Flynn Zito Capital Management
New York
$1.35M +$1.3M +24,906 New
BAM
211
Belpointe Asset Management
Nevada
$1.34M +$1.29M +24,734 New
SFS
212
Sowell Financial Services
Arkansas
$1.32M +$515K +9,856 +68%
PA
213
Pinnacle Associates
New York
$1.3M +$143K +2,739 +13%
AWA
214
Arete Wealth Advisors
Illinois
$1.3M +$55.1K +1,055 +5%
FHC
215
First Heartland Consultants
Missouri
$1.29M +$395K +7,560 +47%
SWP
216
Summit Wealth Partners
Florida
$1.28M -$42.1K -807 -3%
NL
217
NWAM LLC
Washington
$1.27M +$140K +2,687 +13%
BWP
218
Balboa Wealth Partners
Arizona
$1.27M +$690K +13,211 +130%
GWM
219
Greenwich Wealth Management
Connecticut
$1.26M +$181K +3,468 +18%
Ameriprise
220
Ameriprise
Minnesota
$1.26M +$948K +18,156 +363%
Thrivent Financial for Lutherans
221
Thrivent Financial for Lutherans
Minnesota
$1.24M +$1.2M +22,901 New
E
222
ETFidea
New York
$1.24M +$246K +4,709 +26%
TSWM
223
Tyler-Stone Wealth Management
Ohio
$1.22M +$320K +6,130 +37%
OBWG
224
Onyx Bridge Wealth Group
New York
$1.21M +$852K +16,317 +248%
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$1.2M +$885K +16,939 +323%