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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 %
HT
326
Heritage Trust
Oklahoma
$4.26M -$92.5K -1,632 -2%
BFG
327
Bleakley Financial Group
New Jersey
$4.21M +$263K +4,640 +7%
CWG
328
Cornerstone Wealth Group
North Carolina
$4.19M +$92.4K +1,631 +2%
PGAM
329
Princeton Global Asset Management
New Jersey
$4.17M +$237K +4,176 +6%
MAS
330
Meeder Advisory Services
Ohio
$4.14M +$929K +16,388 +29%
FWM
331
Focused Wealth Management
New York
$4.12M +$215K +3,795 +6%
MAM
332
Milestone Asset Management
Pennsylvania
$4.12M +$436K +7,692 +12%
JPLA
333
Joseph P. Lucia & Associates
New York
$4.06M +$335K +5,916 +9%
LWM
334
Lionsbridge Wealth Management
Florida
$4.01M -$89.2K -1,573 -2%
PPWM
335
Perissos Private Wealth Management
Oklahoma
$4M +$681K +12,009 +20%
RJT
336
Raymond James Trust
Florida
$4M +$425K +7,501 +12%
H
337
HoyleCohen
California
$3.97M +$821K +14,484 +26%
SFG
338
SevenBridge Financial Group
Pennsylvania
$3.96M +$328K +5,904 +9%
CWA
339
Consilium Wealth Advisory
Texas
$3.95M -$296K -5,229 -7%
WFAG
340
Worth Financial Advisory Group
North Carolina
$3.92M +$117K +2,060 +3%
FA
341
Fermata Advisors
California
$3.91M +$423K +7,468 +12%
GMFG
342
Greater Midwest Financial Group
Minnesota
$3.9M -$12.8M -223,701 -77%
RSWM
343
Robertson Stephens Wealth Management
California
$3.84M +$1.72M +30,408 +81%
AssetMark Inc
344
AssetMark Inc
California
$3.83M +$868K +15,310 +29%
RFN
345
RDA Financial Network
Iowa
$3.81M +$256K +4,518 +7%
DOA
346
D'Orazio & Associates
Virginia
$3.8M +$98.4K +1,736 +3%
IPA
347
Investment Planning Advisors
Georgia
$3.79M +$3.79M +66,919 New
ACM
348
Allred Capital Management
Texas
$3.78M +$236K +4,156 +7%
IP
349
Ignite Planners
California
$3.75M -$155K -2,747 -4%
SFG
350
Snider Financial Group
Washington
$3.74M +$3.74M +66,039 New