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JPMorgan Equity Premium Income ETF

1,100 hedge funds and large institutions have $16.3B invested in JPMorgan Equity Premium Income ETF in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 576 increasing their positions, 337 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+27
Holders Change %
+2.52%
% of All Funds
15.91%
Holding in Top 10
124
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.33%
% of All Funds
1.79%
New
105
Increased
576
Reduced
337
Closed
66
Calls
$18.3M
Puts
$18.3M
Net Calls
+$5K
Net Calls Change
+$1.87M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
351
Allred Capital Management
Texas
$4.31M +$343K +5,757 +9%
CIA
352
Concurrent Investment Advisors
Florida
$4.31M +$937K +15,737 +28%
HH
353
Hilltop Holdings
Texas
$4.31M +$1.04M +17,487 +32%
TW
354
Trajan Wealth
Arizona
$4.25M -$368K -6,190 -8%
SFWA
355
Summit Financial Wealth Advisors
Louisiana
$4.25M +$1.07M +17,995 +34%
WFAG
356
Worth Financial Advisory Group
North Carolina
$4.2M +$84.9K +1,426 +2%
MCWA
357
Meadow Creek Wealth Advisors
Georgia
$4.18M +$304K +5,101 +8%
NLP
358
Next Level Private
New York
$4.15M +$408K +6,855 +11%
LTL
359
Lowery Thomas LLC
California
$4.15M +$255K +4,286 +7%
GMFG
360
Greater Midwest Financial Group
Minnesota
$4.13M +$64.3K +1,081 +2%
IWM
361
IHT Wealth Management
Illinois
$4.13M +$1.66M +27,933 +67%
AssetMark Inc
362
AssetMark Inc
California
$4.12M +$97.4K +1,637 +2%
NEWAS
363
N.E.W. Advisory Services
Wisconsin
$4.11M +$497K +8,355 +14%
WWM
364
Whalen Wealth Management
Nevada
$4.1M +$1.92M +32,239 +88%
PWM
365
Perigon Wealth Management
California
$4.1M -$1.26M -21,225 -24%
RJT
366
Raymond James Trust
Florida
$4.09M -$105K -1,765 -3%
AWM
367
Avior Wealth Management
Nebraska
$4.07M +$591K +9,932 +17%
MIC
368
Means Investment Company
Maine
$3.99M +$121K +2,031 +3%
RFN
369
RDA Financial Network
Iowa
$3.99M -$10.2K -172 -0.3%
SFG
370
Snider Financial Group
Washington
$3.99M +$56K +941 +1%
MWA
371
Merkkuri Wealth Advisors
New York
$3.94M +$401K +6,731 +11%
ATPW
372
Ashton Thomas Private Wealth
Arizona
$3.93M -$1.39M -23,326 -26%
CFSG
373
Community Financial Services Group
Vermont
$3.86M +$33.6K +565 +0.9%
WAM
374
Weinberger Asset Management
California
$3.85M +$246K +4,132 +7%
SWM
375
StoneCrest Wealth Management
Arizona
$3.83M +$161K +2,713 +4%