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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 %
SWM
251
Spire Wealth Management
Virginia
$6.11M -$11.2M -197,741 -65%
EWA
252
EverSource Wealth Advisors
Alabama
$6.1M +$483K +8,409 +9%
NFG
253
Northeast Financial Group
Pennsylvania
$6.1M +$2.92M +51,486 +92%
MC
254
Moors & Cabot
Massachusetts
$6.09M -$42.9K -756 -0.7%
HAIM
255
Hunter Associates Investment Management
Pennsylvania
$6.08M +$557K +9,833 +10%
PWP
256
Principle Wealth Partners
Connecticut
$6.03M +$24.5K +432 +0.4%
FA
257
Financial Alternatives
California
$6.03M +$203K +3,580 +3%
EWM
258
Evergreen Wealth Management
Michigan
$6.02M
SWA
259
Stratos Wealth Advisors
Ohio
$5.93M -$289K -5,106 -5%
MAG
260
Members Advisory Group
New York
$5.91M -$2.02M -35,613 -25%
DWP
261
Destiny Wealth Partners
Florida
$5.88M -$18.5K -327 -0.3%
MFG
262
MidWestOne Financial Group
Iowa
$5.87M +$2.76M +48,741 +89%
CW
263
Channel Wealth
California
$5.87M -$1.51M -26,595 -20%
SWM
264
SeaCrest Wealth Management
New York
$5.8M -$335K -5,905 -5%
MA
265
Mutual Advisors
Nebraska
$5.77M +$104K +1,823 +2%
PFP
266
Pinnacle Financial Partners
Tennessee
$5.75M +$1.73M +30,524 +43%
TW
267
TrinityPoint Wealth
Connecticut
$5.71M +$419K +7,395 +8%
CAWM
268
Capital Advisors Wealth Management
Washington
$5.69M -$295K -5,212 -5%
VAS
269
Vestmark Advisory Solutions
Massachusetts
$5.69M +$468K +8,257 +9%
MA
270
MBA Advisors
Pennsylvania
$5.64M +$80.4K +1,418 +1%
PCM
271
Pennsylvania Capital Management
Pennsylvania
$5.62M -$149K -2,635 -3%
HI
272
Harbour Investments
Wisconsin
$5.6M +$74.7K +1,318 +1%
LWA
273
Lowe Wealth Advisors
Maryland
$5.53M +$338K +5,963 +7%
MA
274
MJP Associates
Connecticut
$5.52M -$275K -4,853 -5%
Citigroup
275
Citigroup
New York
$5.52M -$8.75M -154,322 -61%