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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
CCMG
201
Clark Capital Management Group
Pennsylvania
$2.04M +$1.98M +36,764 New
HI
202
Harbour Investments
Wisconsin
$2.02M +$428K +7,959 +28%
NWWA
203
New Wave Wealth Advisors
Arkansas
$1.97M +$1.91M +35,483 New
JPLA
204
Joseph P. Lucia & Associates
New York
$1.97M +$14.8K +275 +0.8%
GCP
205
Gill Capital Partners
Colorado
$1.96M
RWPA
206
Richard W. Paul & Associates
Michigan
$1.96M +$265K +4,939 +16%
JWCA
207
J.W. Cole Advisors
Florida
$1.93M +$85.5K +1,590 +5%
BIP
208
Blue Investment Partners
California
$1.93M -$3.01M -56,055 -62%
PWM
209
Purus Wealth Management
California
$1.92M +$83.2K +1,548 +5%
BEI
210
Benjamin Edwards Inc
Missouri
$1.92M +$22.6K +421 +1%
MAM
211
Morse Asset Management
Connecticut
$1.92M +$1.26M +23,370 +210%
IA
212
IFG Advisory
Georgia
$1.9M +$846K +15,748 +85%
IPA
213
Investment Planning Advisors
Georgia
$1.85M +$1.8M +33,418 New
GFG
214
Goldstone Financial Group
Illinois
$1.85M +$1.79M +33,353 New
BIP
215
Bouvel Investment Partners
Pennsylvania
$1.82M +$1.76M +32,787 New
KA
216
Kovack Advisors
Florida
$1.79M +$1.74M +32,312 New
CIAS
217
Capital Investment Advisory Services
North Carolina
$1.78M +$321K +5,964 +23%
GLA
218
Good Life Advisors
Pennsylvania
$1.78M +$672K +12,497 +64%
OIA
219
OneDigital Investment Advisors
Kansas
$1.76M -$274K -5,098 -14%
CWA
220
Clarity Wealth Advisors
California
$1.75M +$51K +948 +3%
ACM
221
AlphaStar Capital Management
North Carolina
$1.74M +$1.69M +31,352 New
ACA
222
Aptus Capital Advisors
Alabama
$1.73M +$37.6K +700 +2%
FA
223
Faithward Advisors
Pennsylvania
$1.72M -$78.1K -1,454 -4%
SWP
224
Summit Wealth Partners
Florida
$1.69M +$372K +6,913 +29%
TA
225
TrueWealth Advisors
Alabama
$1.68M +$230K +4,282 +16%