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JPMorgan Equity Premium Income ETF

1,241 hedge funds and large institutions have $24.7B invested in JPMorgan Equity Premium Income ETF in 2024 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 655 increasing their positions, 283 reducing their positions, and 50 closing their positions.

Holders
1,241
Holders Change
+141
Holders Change %
+12.82%
% of All Funds
16.53%
Holding in Top 10
140
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+12.9%
% of All Funds
1.86%
New
213
Increased
655
Reduced
283
Closed
50
Calls
$10.3M
Puts
$16.5M
Net Calls
-$6.19M
Net Calls Change
-$6.2M
Name Market Value Shares Shares
Change
Shares
Change %
EBWM
251
Eagle Bluffs Wealth Management
Missouri
$7.56M 130,484 -15,484 -11%
MTWM
252
Masso Torrence Wealth Management
New Jersey
$7.55M 131,305 +6,368 +5%
SCA
253
Snowden Capital Advisors
New York
$7.53M 129,967 +7,928 +6%
EIA
254
Edgemoor Investment Advisors
Maryland
$7.48M 130,101 +11,113 +9%
VAM
255
Verity Asset Management
North Carolina
$7.41M 163,630 -1,626 -1%
RFS
256
Retirement Financial Solutions
Tennessee
$7.32M 127,182 -15,345 -11%
BAG
257
Bridgewealth Advisory Group
California
$7.28M 122,756 -13,661 -10%
FW
258
Fairway Wealth
Ohio
$7.27M 126,290 -2,484 -2%
CL
259
Choreo LLC
Illinois
$7.22M 124,645 +101,390 +436%
NCM
260
NCM Capital Management
New Jersey
$7.21M 125,241 +6,322 +5%
SWM
261
SeaCrest Wealth Management
New York
$7.2M 125,121 +19,160 +18%
RPGNY
262
Retirement Planning Group (New York)
New York
$7.17M 124,291 +124,291 New
LSPW
263
Lake Street Private Wealth
Illinois
$7.16M 124,446 +541 +0.4%
SWP
264
Sagespring Wealth Partners
Tennessee
$7.03M 122,128 +122,128 New
MA
265
Mutual Advisors
Nebraska
$7.01M 120,358 +10,448 +10%
WCFA
266
Walkner Condon Financial Advisors
Wisconsin
$6.99M 121,565 +6,132 +5%
AWM
267
Aprio Wealth Management
Georgia
$6.97M 121,086 +10,983 +10%
VC
268
Vicus Capital
Pennsylvania
$6.96M 120,963 +26,292 +28%
EWA
269
EverSource Wealth Advisors
Alabama
$6.96M 120,930 +11,672 +11%
GI
270
GAMMA Investing
California
$6.94M 120,631 +38,342 +47%
HAIM
271
Hunter Associates Investment Management
Pennsylvania
$6.9M 119,942 +10,438 +10%
SWM
272
Spire Wealth Management
Virginia
$6.88M 119,674 +6,308 +6%
CW
273
Channel Wealth
California
$6.88M 119,645 +15,407 +15%
AO
274
Advisor OS
Illinois
$6.83M 118,728 +18,019 +18%
FWM
275
Forefront Wealth Management
Pennsylvania
$6.8M 118,236 +118,236 New