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JPMorgan Equity Premium Income ETF

1,241 hedge funds and large institutions have $24.7B invested in JPMorgan Equity Premium Income ETF in 2024 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 655 increasing their positions, 283 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,241
Holders Change
+141
Holders Change %
+12.82%
% of All Funds
16.53%
Holding in Top 10
140
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+12.9%
% of All Funds
1.86%
New
213
Increased
655
Reduced
283
Closed
50
Calls
$10.3M
Puts
$16.5M
Net Calls
-$6.19M
Net Calls Change
-$6.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
426
Semus Wealth Partners
Florida
$3.41M +$298K +5,182 +10%
WMA
427
West Michigan Advisors
Michigan
$3.38M -$7.99K -138 -0.2%
CAS
428
Coppell Advisory Solutions
Texas
$3.38M +$300K +5,181 +10%
EFG
429
Ehrlich Financial Group
California
$3.31M -$123K -2,140 -4%
RA
430
RFG Advisory
Alabama
$3.3M +$308K +5,346 +10%
SKK
431
Shepherd Kaplan Krochuk
Massachusetts
$3.29M +$599K +10,410 +22%
CA
432
Claro Advisors
Massachusetts
$3.29M +$240K +4,179 +8%
PP
433
Prudential plc
United Kingdom
$3.24M -$414K -7,200 -11%
CWA
434
Clarity Wealth Advisors
California
$3.2M +$23.1K +401 +0.7%
RFWA
435
RPg Family Wealth Advisory
Massachusetts
$3.2M +$134K +2,308 +4%
SA
436
Sovran Advisors
California
$3.2M +$3.2M +55,642 New
IAS
437
Insigneo Advisory Services
Florida
$3.2M -$1.47M -25,597 -32%
BA
438
Bristlecone Advisors
Washington
$3.18M -$67.9K -1,180 -2%
SOS
439
Silver Oak Securities
Tennessee
$3.18M +$343K +5,910 +12%
MPW
440
Monterey Private Wealth
California
$3.18M +$1.14M +19,893 +56%
BCA
441
Bay Capital Advisors
Virginia
$3.15M +$3.15M +54,723 New
SWP
442
Stratos Wealth Partners
Ohio
$3.13M +$356K +6,190 +13%
TWC
443
TD Waterhouse Canada
Ontario, Canada
$3.1M +$1.49M +25,920 +93%
FFN
444
Focus Financial Network
Minnesota
$3.1M +$833K +14,387 +37%
TCMP
445
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.09M +$1.24M +21,502 +67%
BAM
446
Bellevue Asset Management
Washington
$3.08M +$45.6K +792 +2%
RPGK
447
Retirement Planning Group (Kansas)
Kansas
$3.08M +$406K +7,052 +15%
TA
448
TrueWealth Advisors
Alabama
$3.06M -$251K -4,360 -8%
HA
449
Herold Advisors
New York
$3.05M +$68.2K +1,186 +2%
BFA
450
Beaumont Financial Advisors
Massachusetts
$2.99M -$46.2K -803 -2%