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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 %
LFAS
476
Level Four Advisory Services
Texas
$2.39M -$687K -11,714 -22%
EE
477
EWG Elevate
California
$2.36M -$71.9K -1,209 -3%
FFN
478
Focus Financial Network
Minnesota
$2.33M +$175K +2,934 +8%
AF
479
Apexium Financial
Texas
$2.32M +$748K +12,562 +48%
FFA
480
Farther Finance Advisors
California
$2.31M +$937K +15,741 +68%
MCM
481
Mainstream Capital Management
California
$2.23M +$2.23M +37,550 New
CFGS
482
Concourse Financial Group Securities
Alabama
$2.23M +$190K +3,195 +9%
PCS
483
Private Client Services
Kentucky
$2.21M -$488K -8,202 -18%
WAM
484
Worth Asset Management
Texas
$2.19M -$69K -1,160 -3%
RRA
485
Round Rock Advisors
Connecticut
$2.18M -$137K -2,308 -6%
GCM
486
Gables Capital Management
Florida
$2.17M +$19K +320 +0.9%
SW
487
SteelPeak Wealth
California
$2.17M +$190K +3,196 +10%
GFP
488
Guardian Financial Partners
California
$2.17M +$177K +2,982 +9%
BA
489
Bridge Advisory
California
$2.17M -$32K -537 -1%
CFG
490
Carr Financial Group
Massachusetts
$2.15M -$699K -11,745 -25%
FAM
491
Frontier Asset Management
Wyoming
$2.14M +$423K +7,109 +25%
KIA
492
Kraematon Investment Advisors
Massachusetts
$2.11M +$5.12K +86 +0.2%
MPW
493
Monterey Private Wealth
California
$2.1M +$303K +5,098 +17%
EFMC
494
Empire Financial Management Company
New York
$2.1M +$50.9K +856 +2%
FMTCOCP
495
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.07M -$307K -5,160 -13%
NCM
496
Nelson Capital Management
California
$2.06M +$16.4K +276 +0.8%
RWPA
497
Richard W. Paul & Associates
Michigan
$2.05M -$554K -9,305 -21%
WP
498
Wealthspan Partners
Iowa
$2.05M +$449K +7,552 +28%
Lido Advisors
499
Lido Advisors
California
$2.05M -$198K -3,333 -9%
GIA
500
Gladstone Institutional Advisory
Florida
$2.03M -$1.01M -16,922 -33%