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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 %
PIWA
326
Prevail Innovative Wealth Advisors
Kansas
$5.44M 94,627 -51,539 -35%
AF
327
Apexium Financial
Texas
$5.44M 94,019 +55,018 +141%
KCPT
328
Kingstone Capital Partners Texas
Texas
$5.42M 94,191 +94,191 New
CIA
329
Concurrent Investment Advisors
Florida
$5.33M 92,691 +20,260 +28%
LWM
330
Lionsbridge Wealth Management
Florida
$5.31M 92,378 +30,234 +49%
TCM
331
Traynor Capital Management
Pennsylvania
$5.25M 91,343 +3,626 +4%
BFG
332
Bleakley Financial Group
New Jersey
$5.24M 91,114 +8,377 +10%
JCM
333
J2 Capital Management
Michigan
$5.15M 89,574 +89,574 New
NYLIM
334
New York Life Investment Management
New York
$5.14M 89,280 -144,220 -62%
HIA
335
Harbor Investment Advisory
Maryland
$5.1M 88,623 +8,524 +11%
SCA
336
Sulzberger Capital Advisors
Florida
$5.09M 88,523 +88,523 New
IF
337
Intrua Financial
Texas
$5.06M 88,040 +11,304 +15%
AT
338
American Trust
Kentucky
$5.02M 87,298 +87,298 New
CIA
339
Caerus Investment Advisors
Texas
$5.02M 87,216 +27,862 +47%
MAM
340
Milestone Asset Management
Pennsylvania
$5M 86,955 +6,045 +7%
CA
341
Continuum Advisory
Idaho
$4.99M 86,778 +7,137 +9%
SO
342
Sierra Ocean
California
$4.98M 86,527 +86,527 New
BEI
343
Benjamin Edwards Inc
Missouri
$4.97M 86,466 +37,227 +76%
AssetMark Inc
344
AssetMark Inc
California
$4.92M 85,513 +16,265 +23%
IPAM
345
Investment Partners Asset Management
New Jersey
$4.9M 85,148 +1,325 +2%
FWM
346
Focused Wealth Management
New York
$4.86M 84,426 +10,727 +15%
GMFG
347
Greater Midwest Financial Group
Minnesota
$4.81M 83,552 +14,118 +20%
PA
348
Procyon Advisors
Connecticut
$4.81M 83,534 -13,033 -13%
HG
349
Herbst Group
Connecticut
$4.78M 83,059 +32,449 +64%
CF
350
Centaurus Financial
California
$4.78M 83,031 +4,602 +6%