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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 %
ASFA
276
All Season Financial Advisors
Colorado
$5.52M -$1.58M -27,915 -22%
EFS
277
Essex Financial Services
Connecticut
$5.48M +$126K +2,249 +2%
Creative Planning
278
Creative Planning
Kansas
$5.45M +$379K +6,687 +7%
NW
279
NewEdge Wealth
Pennsylvania
$5.44M -$2.64M -46,590 -33%
UW
280
Unique Wealth
Florida
$5.43M -$584K -10,301 -10%
PA
281
Procyon Advisors
Connecticut
$5.41M -$2.39M -42,106 -31%
AO
282
Advisor OS
Illinois
$5.39M -$402K -7,091 -7%
WIA
283
World Investment Advisors
California
$5.38M +$4.1M +72,395 +320%
GSIAS
284
Garden State Investment Advisory Services
New Jersey
$5.38M +$394K +6,941 +8%
TNB
285
Thomasville National Bank
Georgia
$5.35M +$284K +5,002 +6%
EWM
286
Executive Wealth Management
Michigan
$5.21M +$1.1M +19,449 +27%
ETC
287
Exchange Traded Concepts
Oklahoma
$5.2M -$49.6M -875,051 -91%
BAAM
288
Baker Avenue Asset Management
California
$5.18M +$88.3K +1,557 +2%
AWA
289
Arete Wealth Advisors
Illinois
$5.11M -$78K -1,377 -2%
PWM
290
Perigon Wealth Management
California
$5.11M +$689K +12,162 +16%
KIG
291
Kennedy Investment Group
New Jersey
$5.1M +$765K +13,505 +18%
VC
292
Vicus Capital
Pennsylvania
$5.07M -$260K -4,579 -5%
ATPW
293
Ashton Thomas Private Wealth
Arizona
$5.07M -$331K -5,835 -6%
PI
294
PFG Investments
New York
$5.01M +$30.9K +545 +0.6%
SAA
295
Southeast Asset Advisors
Georgia
$4.96M +$1,000K +17,636 +25%
CB
296
Cadence Bank
Mississippi
$4.95M +$1.34M +23,580 +37%
AI
297
Atria Investments
North Carolina
$4.89M +$115K +2,037 +2%
TCM
298
Traynor Capital Management
Pennsylvania
$4.89M +$69K +1,217 +1%
VWM
299
Vivid Wealth Management
Iowa
$4.82M +$1.44M +25,335 +42%
TGAM
300
TBH Global Asset Management
Tennessee
$4.78M +$422K +7,439 +10%