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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 %
AWM
376
Avior Wealth Management
Nebraska
$3.31M +$2.25M +39,726 +212%
NCG
377
Newport Capital Group
New Jersey
$3.31M +$3.31M +58,420 New
AC
378
Avestar Capital
New York
$3.3M -$63.3K -1,116 -2%
NFSG
379
Newbridge Financial Services Group
Florida
$3.28M +$1.69M +29,879 +107%
WMA
380
West Michigan Advisors
Michigan
$3.28M +$206K +3,639 +7%
JFG
381
Jefferies Financial Group
New York
$3.28M +$48.3K +852 +1%
EWA
382
Evolution Wealth Advisors
Florida
$3.27M +$260K +4,584 +9%
HIA
383
Harbor Investment Advisory
Maryland
$3.27M +$123K +2,169 +4%
BFA
384
Brown Financial Advisors
Ohio
$3.26M +$3.26M +57,572 New
MCC
385
Money Concepts Capital
Florida
$3.24M -$807K -14,239 -20%
CIA
386
Concurrent Investment Advisors
Florida
$3.21M +$465K +8,204 +17%
MF
387
Montis Financial
Massachusetts
$3.19M +$2.67M +47,184 +522%
KA
388
Kovack Advisors
Florida
$3.18M +$3.91K +69 +0.1%
CWA
389
Clarity Wealth Advisors
California
$3.11M +$60.5K +1,067 +2%
FTS
390
Fifth Third Securities
Ohio
$3.11M +$3.11M +54,916 New
HH
391
Hilltop Holdings
Texas
$3.11M +$20.9K +369 +0.7%
Ameriprise
392
Ameriprise
Minnesota
$3.1M +$1.34M +23,625 +76%
MAC
393
Mason & Associates (California)
California
$3.09M +$1.92M +33,897 +164%
OHWP
394
Oak Harbor Wealth Partners
North Carolina
$3.09M -$59.6K -1,052 -2%
BFA
395
Beaumont Financial Advisors
Massachusetts
$3.07M -$141K -2,495 -4%
GSEP
396
Golden State Equity Partners
California
$3.06M +$3.06M +54,024 New
PA
397
Parallel Advisors
California
$3.06M -$475K -8,374 -13%
VCP
398
Verus Capital Partners
Arizona
$3.03M +$54.9K +968 +2%
VWM
399
Vigilare Wealth Management
Arizona
$3.03M +$1.25M +22,096 +70%
SFWA
400
Summit Financial Wealth Advisors
Louisiana
$3.03M +$1.04M +18,355 +52%