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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 %
SWM
351
Silverlake Wealth Management
Vermont
$3.73M +$207K +3,655 +6%
LTL
352
Lowery Thomas LLC
California
$3.71M +$218K +3,846 +6%
ORC
353
O'Rourke & Company
Massachusetts
$3.71M +$49.7K +876 +1%
CPL
354
CAP Partners LLC
Tennessee
$3.69M -$25.1K -443 -0.7%
MIC
355
Means Investment Company
Maine
$3.69M -$52.1K -919 -1%
MCWA
356
Meadow Creek Wealth Advisors
Georgia
$3.69M +$598K +10,546 +19%
PP
357
Prudential plc
United Kingdom
$3.68M
SMC
358
Smith, Moore & Co
Missouri
$3.66M -$1.68M -29,586 -31%
CFSG
359
Community Financial Services Group
Vermont
$3.65M +$254K +4,477 +7%
CWM
360
CIBC World Markets
New York
$3.61M +$57K +1,006 +2%
ICP
361
Interchange Capital Partners
Pennsylvania
$3.6M +$401K +7,074 +13%
NLP
362
Next Level Private
New York
$3.57M +$292K +5,153 +9%
BA
363
Bristlecone Advisors
Washington
$3.5M -$232K -4,094 -6%
SWM
364
StoneCrest Wealth Management
Arizona
$3.49M -$386K -6,812 -10%
LAM
365
Lifestyle Asset Management
Texas
$3.49M -$292K -5,147 -8%
EFG
366
Ehrlich Financial Group
California
$3.48M +$170K +3,004 +5%
FFP
367
FourThought Financial Partners
Florida
$3.45M +$387K +6,831 +13%
NEWAS
368
N.E.W. Advisory Services
Wisconsin
$3.44M +$203K +3,579 +6%
WAM
369
Weinberger Asset Management
California
$3.43M +$134K +2,365 +4%
CA
370
Continuum Advisory
Idaho
$3.43M +$283K +4,995 +9%
SAS
371
Stelac Advisory Services
New York
$3.38M +$19.3K +341 +0.6%
MWA
372
Merkkuri Wealth Advisors
New York
$3.37M +$3.37M +59,501 New
NA
373
Nordwand Advisors
Pennsylvania
$3.35M +$99.2K +1,750 +3%
GFG
374
Goldstone Financial Group
Illinois
$3.34M +$629K +11,099 +23%
TA
375
TrueWealth Advisors
Alabama
$3.34M +$103K +1,822 +3%