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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 %
TW
301
TrinityPoint Wealth
Connecticut
$6M 104,380 +3,582 +4%
GVAG
302
Great Valley Advisor Group
Delaware
$6M 104,301 +47,971 +85%
SFS
303
Sowell Financial Services
Arkansas
$5.97M 103,730 -36,284 -26%
VWM
304
Vivid Wealth Management
Iowa
$5.96M 103,517 +2,528 +3%
SWA
305
Stratos Wealth Advisors
Ohio
$5.95M 103,441 -2,276 -2%
TNB
306
Thomasville National Bank
Georgia
$5.92M 102,844 +6,170 +6%
PPWM
307
Perissos Private Wealth Management
Oklahoma
$5.88M 102,156 +8,734 +9%
EFS
308
Essex Financial Services
Connecticut
$5.86M 101,837 +6,063 +6%
MC
309
Moors & Cabot
Massachusetts
$5.86M 101,790 -3,903 -4%
EWM
310
Executive Wealth Management
Michigan
$5.85M 101,656 +1,590 +2%
MF
311
Montis Financial
Massachusetts
$5.83M 101,284 +7,414 +8%
KIG
312
Kennedy Investment Group
New Jersey
$5.82M 101,235 +3,550 +4%
PI
313
PFG Investments
New York
$5.8M 100,831 +8,186 +9%
VAM
314
Vienna Asset Management
California
$5.77M 100,376 +5,180 +5%
MAG
315
Members Advisory Group
New York
$5.72M 99,363 +9,454 +11%
SIAP
316
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.71M 99,191 +8,256 +9%
CAWM
317
Capital Advisors Wealth Management
Washington
$5.65M 98,182 +781 +0.8%
SAA
318
Southeast Asset Advisors
Georgia
$5.64M 98,063 +8,895 +10%
SB
319
Strategic Blueprint
Georgia
$5.64M 97,957 +18,982 +24%
SWP
320
Strategic Wealth Partners
Ohio
$5.57M 94,026 +8,970 +11%
MWM
321
Modern Wealth Management
Kansas
$5.55M 96,531 +96,531 New
CIAS
322
Capital Investment Advisory Services
North Carolina
$5.52M 95,923 +13,359 +16%
FFWA
323
FRG Family Wealth Advisors
Washington
$5.49M 95,387 +7,966 +9%
WC
324
Waterloo Capital
Texas
$5.46M 94,894 -8,700 -8%
CFA
325
Cahill Financial Advisors
Minnesota
$5.45M 94,685 +11,671 +14%