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JPMorgan Nasdaq Equity Premium Income ETF

606 hedge funds and large institutions have $6.31B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 346 increasing their positions, 134 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+31
Holders Change %
+5.39%
% of All Funds
8.77%
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.49%
New
78
Increased
346
Reduced
134
Closed
41
Calls
$15.1M
Puts
$13.8M
Net Calls
+$1.27M
Net Calls Change
+$807K
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
201
Nations Financial Group
Iowa
$2.33M +$149K +2,707 +7%
GRP
202
Global Retirement Partners
California
$2.32M +$802K +14,605 +53%
AWA
203
Arkadios Wealth Advisors
Georgia
$2.3M +$86.8K +1,581 +4%
SWA
204
Stratos Wealth Advisors
Ohio
$2.3M +$145K +2,633 +7%
LFG
205
Larson Financial Group
Missouri
$2.21M +$1.97M +35,899 +817%
IFPG
206
Intrepid Financial Planning Group
Indiana
$2.21M +$1.29M +23,430 +139%
DOA
207
D'Orazio & Associates
Virginia
$2.2M +$3.96K +72 +0.2%
SRA
208
Secured Retirement Advisors
Minnesota
$2.17M -$45K -819 -2%
BAM
209
Bellevue Asset Management
Washington
$2.16M +$7.69K +140 +0.4%
Thrivent Financial for Lutherans
210
Thrivent Financial for Lutherans
Minnesota
$2.16M +$569K +10,360 +36%
FZCM
211
Flynn Zito Capital Management
New York
$2.15M +$117K +2,123 +6%
CIAS
212
Capital Investment Advisory Services
North Carolina
$2.08M +$313K +5,695 +18%
SWP
213
Summit Wealth Partners
Florida
$2.08M +$402K +7,323 +24%
ACM
214
AlphaStar Capital Management
North Carolina
$2.06M +$342K +6,232 +20%
IA
215
IFP Advisors
Florida
$2.02M -$147K -2,684 -7%
PP
216
PDS Planning
Ohio
$2.02M +$365K +6,645 +22%
RWPA
217
Richard W. Paul & Associates
Michigan
$1.98M +$44.3K +806 +2%
PWM
218
Purus Wealth Management
California
$1.96M +$58.3K +1,061 +3%
BIP
219
Blue Investment Partners
California
$1.94M +$37.6K +684 +2%
GCP
220
Gill Capital Partners
Colorado
$1.94M
GFG
221
Goldstone Financial Group
Illinois
$1.9M +$63.4K +1,155 +3%
WE
222
Wealth Effects
Massachusetts
$1.89M +$241K +4,383 +15%
MAC
223
Mason & Associates (California)
California
$1.87M +$247K +4,499 +15%
JPLA
224
Joseph P. Lucia & Associates
New York
$1.86M -$89.6K -1,631 -5%
IPA
225
Investment Planning Advisors
Georgia
$1.85M