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JPMorgan Equity Premium Income ETF

1,100 hedge funds and large institutions have $16.3B invested in JPMorgan Equity Premium Income ETF in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 576 increasing their positions, 337 reducing their positions, and 66 closing their positions.

Holders
1,100
Holders Change
+27
Holders Change %
+2.52%
% of All Funds
15.91%
Holding in Top 10
124
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.33%
% of All Funds
1.79%
New
105
Increased
576
Reduced
337
Closed
66
Calls
$18.3M
Puts
$18.3M
Net Calls
+$5K
Net Calls Change
+$1.87M
Name Market Value Shares Shares
Change
Shares
Change %
OIA
226
OneDigital Investment Advisors
Kansas
$8.36M 140,471 +4,742 +3%
SFS
227
Sowell Financial Services
Arkansas
$8.33M 140,014 -14,696 -9%
RCA
228
Resonant Capital Advisors
Wisconsin
$8.3M 139,545 +7,546 +6%
Creative Planning
229
Creative Planning
Kansas
$8.27M 139,002 +42,854 +45%
MFS
230
Madrona Financial Services
Washington
$8.24M 138,456 +61,288 +79%
NFG
231
Nations Financial Group
Iowa
$8.23M 138,377 +22,277 +19%
RIA
232
Regal Investment Advisors
Michigan
$8.23M 138,294 +11,771 +9%
CA
233
Cambridge Advisors
Nebraska
$8.21M 138,030 +9,753 +8%
OFS
234
Orrstown Financial Services
Pennsylvania
$8.18M 137,462 +137,462 New
NRI
235
NFP Retirement Inc
California
$8.15M 137,016 +11,638 +9%
IA
236
IFP Advisors
Florida
$8.15M 136,875 -12,580 -8%
MCM
237
MAI Capital Management
Ohio
$8.13M 136,542 -41,863 -23%
BAG
238
Bridgewealth Advisory Group
California
$8.12M 136,417 +6,787 +5%
AUB
239
Atlantic Union Bankshares
Virginia
$8.11M 136,337 -514,794 -79%
APS
240
American Planning Services
Florida
$8.09M 135,962 -5,280 -4%
Koshinski Asset Management
241
Koshinski Asset Management
Illinois
$8.01M 134,604 -14,180 -10%
FF
242
Financial Futures
New Jersey
$7.95M 133,665 +22,775 +21%
Kovitz Investment Group Partners
243
Kovitz Investment Group Partners
Illinois
$7.95M 134,414 +128,996 +2,381%
FW
244
Fairway Wealth
Ohio
$7.66M 128,774 +14,710 +13%
CW
245
CIC Wealth
Maryland
$7.44M 125,075 +4,090 +3%
MTWM
246
Masso Torrence Wealth Management
New Jersey
$7.43M 124,937 +1,234 +1%
Cerity Partners
247
Cerity Partners
New York
$7.38M 123,972 -28,266 -19%
LSPW
248
Lake Street Private Wealth
Illinois
$7.37M 123,905 -8,387 -6%
EWM
249
Evergreen Wealth Management
Michigan
$7.34M 123,272 +17,130 +16%
CWA
250
Cascade Wealth Advisors
Washington
$7.3M 122,741 +1,513 +1%