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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 %
WWM
476
Whalen Wealth Management
Nevada
$2.08M +$2.08M +36,710 New
OBWG
477
Onyx Bridge Wealth Group
New York
$2.08M +$830K +14,635 +66%
S
478
Sachetta
Massachusetts
$2.08M +$1.85M +32,422 +808%
FFN
479
Focus Financial Network
Minnesota
$2.07M +$240K +4,182 +13%
APW
480
Aurora Private Wealth
New Jersey
$2.07M -$572K -10,091 -22%
PD
481
Planning Directions
Pennsylvania
$2.06M +$678K +11,970 +49%
GCM
482
Gables Capital Management
Florida
$2.05M +$85K +1,500 +4%
KIA
483
Kraematon Investment Advisors
Massachusetts
$2.01M +$5.73K +101 +0.3%
ZF
484
Zega Financial
Florida
$1.98M +$1.01M +17,869 +105%
CPC
485
Consolidated Planning Corp
Georgia
$1.96M +$102K +1,792 +5%
EFMC
486
Empire Financial Management Company
New York
$1.95M +$193K +3,397 +11%
NCM
487
Nelson Capital Management
California
$1.95M +$31.9K +563 +2%
CFGS
488
Concourse Financial Group Securities
Alabama
$1.94M +$141K +2,490 +8%
SW
489
SkyOak Wealth
Michigan
$1.93M +$56.5K +996 +3%
SFB
490
STAR Financial Bank
Indiana
$1.9M +$416K +7,331 +28%
GFP
491
Guardian Financial Partners
California
$1.89M +$136K +2,407 +8%
PFA
492
Plotkin Financial Advisors
Maryland
$1.89M -$177K -3,130 -9%
SW
493
SteelPeak Wealth
California
$1.88M -$186K -3,286 -9%
VHAM
494
Van Hulzen Asset Management
California
$1.88M +$32.5K +573 +2%
SEA
495
Stegent Equity Advisors
Texas
$1.87M +$202K +3,559 +12%
MAG
496
MRA Advisory Group
New Jersey
$1.87M -$7.52M -132,608 -80%
VVP
497
Venture Visionary Partners
Ohio
$1.87M +$142K +2,502 +8%
SS
498
Sunbelt Securities
Texas
$1.87M +$244K +4,302 +15%
TCMP
499
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.86M +$1.08M +19,066 +138%
MW
500
Maia Wealth
Colorado
$1.86M +$1.86M +32,787 New