Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘24
1
529 1,182 653 27%
2
486 1,174 688 12.8%
3
388 1,192 804 2.06%
JEPI icon
4
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
373 656 283 1.16%
5
372 794 422 4.13%
6
349 1,090 741 3.47%
7
321 817 496 7.29%
8
311 884 573 4.19%
9
307 427 120 14%
10
302 899 597 25.4%
SCHD icon
11
Schwab US Dividend Equity ETF
SCHD
$70B
301 838 537 1.94%
12
296 999 703 9.65%
13
291 1,012 721 23.5%
14
281 749 468 7.97%
15
280 444 164 0.55%
16
275 396 121 1.95%
17
271 569 298 5.23%
18
270 491 221 20%
19
267 580 313 25.9%
20
264 471 207 26.8%
21
263 849 586 28.2%
22
263 426 163 18.1%
23
235 350 115 0.18%
24
233 634 401 72.8%
25
232 825 593 53%