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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
Morgan Stanley
1
Morgan Stanley
New York
$556M -$149M -2,855,765 -22%
JP Morgan Chase
2
JP Morgan Chase
New York
$543M +$82.1M +1,571,378 +19%
LPL Financial
3
LPL Financial
California
$336M +$59.4M +1,138,413 +22%
Bank of America
4
Bank of America
North Carolina
$243M +$112M +2,137,035 +91%
Wells Fargo
5
Wells Fargo
California
$223M +$69.6M +1,333,023 +48%
UBS Group
6
UBS Group
Switzerland
$170M +$38.7M +740,911 +31%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$146M +$8.1M +155,082 +6%
Osaic Holdings
8
Osaic Holdings
Arizona
$130M +$25.8M +493,420 +26%
MW
9
Marks Wealth
Maryland
$117M +$113M +2,164,599 New
RIG
10
RiverFront Investment Group
Virginia
$116M +$8.41M +160,984 +8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$108M +$15M +287,938 +17%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$81.5M +$3.39M +64,975 +5%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$60.5M +$17.7M +338,749 +44%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$57M +$46.5M +890,120 +551%
HCM
15
Hilton Capital Management
New York
$48.2M +$335K +6,420 +0.7%
RJA
16
Raymond James & Associates
Florida
$46.6M +$4.7M +89,981 +12%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$46.1M +$4.24M +81,192 +11%
Jane Street
18
Jane Street
New York
$43.1M +$40.9M +783,584 +7,463%
PAG
19
Private Advisor Group
New Jersey
$39.2M +$7.7M +147,469 +26%
MML Investors Services
20
MML Investors Services
Massachusetts
$36.1M +$2.43M +46,531 +8%
RCM
21
Requisite Capital Management
Texas
$35.6M +$4.38M +83,785 +15%
LGA
22
Lebenthal Global Advisors
New York
$31.1M -$150K -2,873 -0.5%
KAS
23
Kestra Advisory Services
Texas
$30.7M +$3.9M +74,628 +15%
HighTower Advisors
24
HighTower Advisors
Illinois
$29.1M +$2.36M +45,199 +9%
Truist Financial
25
Truist Financial
North Carolina
$27.5M -$1.24M -23,773 -4%