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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
JP Morgan Chase
1
JP Morgan Chase
New York
$911M +$344M +6,408,991 +64%
Morgan Stanley
2
Morgan Stanley
New York
$702M +$128M +2,387,815 +23%
LPL Financial
3
LPL Financial
California
$401M +$54.7M +1,017,261 +16%
Bank of America
4
Bank of America
North Carolina
$322M +$71.3M +1,326,214 +30%
Wells Fargo
5
Wells Fargo
California
$268M +$39.1M +727,132 +18%
UBS Group
6
UBS Group
Switzerland
$205M +$29.4M +547,580 +17%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$159M +$9.38M +174,473 +6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$127M +$16.3M +302,611 +15%
RIG
9
RiverFront Investment Group
Virginia
$124M +$5.68M +105,765 +5%
Osaic Holdings
10
Osaic Holdings
Arizona
$119M -$13.6M -253,563 -11%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$99.6M +$15.7M +292,808 +19%
MW
12
Marks Wealth
Maryland
$89.2M -$30M -557,907 -26%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$86.1M +$26.8M +499,083 +47%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$78.4M +$16M +297,544 +27%
RJA
15
Raymond James & Associates
Florida
$64.5M +$16.3M +303,680 +35%
Ameriprise
16
Ameriprise
Minnesota
$62.9M +$59.7M +1,109,953 +4,794%
HCM
17
Hilton Capital Management
New York
$51.1M +$1.71M +31,742 +4%
PAG
18
Private Advisor Group
New Jersey
$50M +$9.66M +179,755 +25%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$48.3M +$1.15M +21,312 +3%
RCM
20
Requisite Capital Management
Texas
$43.1M +$6.49M +120,773 +18%
MML Investors Services
21
MML Investors Services
Massachusetts
$38.8M +$1.76M +32,772 +5%
KAS
22
Kestra Advisory Services
Texas
$35.1M +$3.58M +66,681 +12%
HighTower Advisors
23
HighTower Advisors
Illinois
$34.7M +$4.81M +89,435 +17%
CAI
24
Capital Advisors Inc
Oklahoma
$33.7M +$7.23M +134,488 +28%
Jane Street
25
Jane Street
New York
$32.6M -$11.1M -206,588 -26%