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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 %
SKK
301
Shepherd Kaplan Krochuk
Massachusetts
$4.71M +$177K +3,126 +4%
CF
302
Centaurus Financial
California
$4.68M +$577K +10,175 +14%
IIA
303
Integral Investment Advisors
California
$4.68M +$284K +5,013 +6%
SIAP
304
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.63M +$1.13M +19,874 +32%
BAM
305
Belpointe Asset Management
Nevada
$4.61M +$862K +15,216 +23%
SB
306
Strategic Blueprint
Georgia
$4.61M +$120K +2,122 +3%
FFWA
307
FRG Family Wealth Advisors
Washington
$4.59M +$877K +15,796 +24%
IGWM
308
ICA Group Wealth Management
Colorado
$4.59M +$550K +9,703 +14%
KWA
309
Kingswood Wealth Advisors
California
$4.58M +$437K +7,709 +11%
IPAM
310
Investment Partners Asset Management
New Jersey
$4.56M +$116K +2,041 +3%
SWP
311
Strategic Wealth Partners
Ohio
$4.55M +$118K +2,082 +3%
DIM
312
Delta Investment Management
California
$4.54M -$16M -282,902 -78%
SW
313
Simplicity Wealth
New Jersey
$4.49M +$263K +4,640 +6%
SAM
314
Smartleaf Asset Management
Massachusetts
$4.47M +$796K +14,035 +22%
PF
315
Penney Financial
Texas
$4.45M -$124K -2,186 -3%
TW
316
Trajan Wealth
Arizona
$4.4M -$399K -7,040 -8%
MFS
317
Madrona Financial Services
Washington
$4.37M +$78.2K +1,380 +2%
SWP
318
Summit Wealth Partners
Florida
$4.36M +$54.2K +957 +1%
EWA
319
EP Wealth Advisors
California
$4.36M +$3.16M +55,748 +264%
IF
320
Intrua Financial
Texas
$4.34M -$103K -1,822 -2%
SW
321
SlateStone Wealth
Florida
$4.34M +$244K +4,305 +6%
CIAS
322
Capital Investment Advisory Services
North Carolina
$4.34M +$1.1M +19,386 +34%
SW
323
SMART Wealth
Nebraska
$4.32M +$958K +16,907 +29%
KF
324
Krilogy Financial
Missouri
$4.31M +$630K +11,110 +17%
CFA
325
Cahill Financial Advisors
Minnesota
$4.28M +$1.45M +25,579 +51%