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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 %
AIC
376
Archer Investment Corporation
Indiana
$3.82M +$1.93M +32,454 +102%
GFG
377
Goldstone Financial Group
Illinois
$3.81M +$302K +5,071 +9%
IPA
378
Investment Planning Advisors
Georgia
$3.79M
PP
379
Prudential plc
United Kingdom
$3.78M -$77.4K -1,300 -2%
ICP
380
Interchange Capital Partners
Pennsylvania
$3.78M +$298 +5 +0%
RSWM
381
Robertson Stephens Wealth Management
California
$3.78M -$250K -4,204 -6%
SW
382
SlateStone Wealth
Florida
$3.73M -$829K -13,925 -18%
DOA
383
D'Orazio & Associates
Virginia
$3.73M -$265K -4,458 -7%
SMC
384
Smith, Moore & Co
Missouri
$3.72M -$122K -2,042 -3%
FFP
385
FourThought Financial Partners
Florida
$3.71M +$85.3K +1,433 +2%
LWM
386
Lionsbridge Wealth Management
Florida
$3.7M -$512K -8,599 -12%
OHWP
387
Oak Harbor Wealth Partners
North Carolina
$3.67M +$423K +7,110 +13%
CA
388
Calton & Associates
Florida
$3.65M +$3.65M +61,275 New
LAM
389
Lifestyle Asset Management
Texas
$3.64M -$21.5K -362 -0.6%
IP
390
Ignite Planners
California
$3.64M -$321K -5,395 -8%
BFA
391
Brown Financial Advisors
Ohio
$3.63M +$204K +3,435 +6%
JFG
392
Jefferies Financial Group
New York
$3.6M +$166K +2,783 +5%
EFG
393
Ehrlich Financial Group
California
$3.55M -$107K -1,801 -3%
AFP
394
Alpha Financial Partners
Kentucky
$3.55M +$1.11M +18,662 +46%
CIA
395
Caerus Investment Advisors
Texas
$3.53M -$4.64M -77,954 -57%
WMA
396
West Michigan Advisors
Michigan
$3.48M +$42.6K +715 +1%
NCG
397
Newport Capital Group
New Jersey
$3.45M -$30.3K -509 -0.9%
TA
398
TrueWealth Advisors
Alabama
$3.43M -$80.5K -1,353 -2%
FTS
399
Fifth Third Securities
Ohio
$3.38M +$111K +1,865 +3%
GRP
400
Global Retirement Partners
California
$3.37M +$748K +12,577 +29%