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JPMorgan Equity Premium Income ETF

1,073 hedge funds and large institutions have $14.9B invested in JPMorgan Equity Premium Income ETF in 2024 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 581 increasing their positions, 298 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,073
Holders Change
+30
Holders Change %
+2.88%
% of All Funds
15.61%
Holding in Top 10
120
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-15.49%
% of All Funds
1.75%
New
116
Increased
581
Reduced
298
Closed
66
Calls
$16.1M
Puts
$17.9M
Net Calls
-$1.87M
Net Calls Change
+$3.66M
Name Holding Trade Value Shares
Change
Shares
Change %
OC
226
Oppenheimer & Co
New York
$7.4M +$369K +6,504 +5%
BAG
227
Bridgewealth Advisory Group
California
$7.35M +$815K +14,384 +12%
William Blair & Company
228
William Blair & Company
Illinois
$7.29M +$707K +12,472 +11%
CA
229
Cambridge Advisors
Nebraska
$7.27M +$139K +2,457 +2%
RIA
230
Regal Investment Advisors
Michigan
$7.17M +$1.47M +25,859 +26%
NRI
231
NFP Retirement Inc
California
$7.11M +$1.3M +23,019 +22%
MTWM
232
Masso Torrence Wealth Management
New Jersey
$7.01M +$284K +5,018 +4%
SCA
233
Snowden Capital Advisors
New York
$6.92M -$22.7K -400 -0.3%
VAM
234
Vienna Asset Management
California
$6.89M +$90.9K +1,604 +1%
CW
235
CIC Wealth
Maryland
$6.86M +$529K +9,335 +8%
MCIA
236
Mountain Capital Investment Advisors
Colorado
$6.84M +$2.07M +36,382 +43%
CWA
237
Cascade Wealth Advisors
Washington
$6.83M +$1.61M +28,650 +31%
WCFA
238
Walkner Condon Financial Advisors
Wisconsin
$6.68M -$43.7K -771 -0.7%
GWA
239
GGM Wealth Advisors
Maryland
$6.65M +$57.9K +1,022 +0.9%
KFP
240
KMG Fiduciary Partners
Ohio
$6.59M +$162K +2,859 +3%
NFG
241
Nations Financial Group
Iowa
$6.58M +$278K +4,904 +4%
NCM
242
NCM Capital Management
New Jersey
$6.51M +$214K +3,779 +3%
FW
243
Fairway Wealth
Ohio
$6.47M +$2.4M +42,316 +59%
WC
244
Waterloo Capital
Texas
$6.32M +$477K +8,424 +8%
EWM
245
Evermay Wealth Management
Virginia
$6.32M +$61.7K +1,089 +1%
FF
246
Financial Futures
New Jersey
$6.29M +$122K +2,150 +2%
MFGM
247
Marshall Financial Group (Maryland)
Maryland
$6.28M +$3.57M +63,018 +132%
AWM
248
Aprio Wealth Management
Georgia
$6.25M -$701K -12,370 -10%
SNB
249
Security National Bank
Nebraska
$6.16M +$603K +10,637 +11%
EIA
250
Edgemoor Investment Advisors
Maryland
$6.15M +$985K +17,379 +19%