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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 %
RPGK
426
Retirement Planning Group (Kansas)
Kansas
$2.61M +$1.98M +34,979 +314%
CAS
427
Coppell Advisory Solutions
Texas
$2.59M +$2.59M +45,763 New
BSSFA
428
Baron Silver Stevens Financial Advisors
Florida
$2.59M -$51.5K -909 -2%
JWM
429
Jupiter Wealth Management
Colorado
$2.59M -$3.42M -59,531 -57%
AWA
430
Acorn Wealth Advisors
Michigan
$2.58M +$20K +353 +0.8%
RW
431
Rockport Wealth
Ohio
$2.58M +$16.5K +291 +0.6%
PCS
432
Private Client Services
Kentucky
$2.57M -$292K -5,144 -10%
SCA
433
Scott Capital Advisors
Oregon
$2.56M +$264K +4,704 +12%
WKWM
434
Walter & Keenan Wealth Management
Indiana
$2.55M +$459K +8,094 +22%
GRP
435
Global Retirement Partners
California
$2.5M +$1.09M +19,144 +77%
SOS
436
Silver Oak Securities
Tennessee
$2.5M -$16.3K -287 -0.6%
RWPA
437
Richard W. Paul & Associates
Michigan
$2.48M +$385K +6,797 +18%
FWM
438
FMA Wealth Management
Massachusetts
$2.46M +$51K +899 +2%
RC
439
Rovin Capital
Arizona
$2.44M -$52.4K -924 -2%
SWP
440
Stratos Wealth Partners
Ohio
$2.39M -$115K -2,023 -5%
HC
441
Hourglass Capital
Texas
$2.39M
PFG
442
Prosperity Financial Group
California
$2.39M +$100K +1,767 +4%
Bank of Montreal
443
Bank of Montreal
Ontario, Canada
$2.38M +$192K +3,374 +9%
MHS
444
M Holdings Securities
Oregon
$2.38M +$203K +3,574 +9%
HG
445
Herbst Group
Connecticut
$2.38M -$34.4K -607 -1%
BFEC
446
Benjamin F. Edwards & Company
Missouri
$2.36M +$300K +5,300 +15%
IWM
447
IHT Wealth Management
Illinois
$2.36M -$192K -3,388 -8%
AA
448
Ancora Advisors
Ohio
$2.35M +$75.5K +1,332 +3%
TCM
449
Triumph Capital Management
Colorado
$2.35M -$425K -7,497 -15%
FA
450
Flagstar Advisors
New York
$2.34M -$37.1K -654 -2%