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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
16.52%
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 %
MEAC
476
M.E. Allison & Co
Texas
$2.65M +$2.65M +46,040 New
PWM
477
Purus Wealth Management
California
$2.65M +$1.07M +18,618 +68%
Bank of Montreal
478
Bank of Montreal
Ontario, Canada
$2.65M -$112K -1,950 -4%
FWM
479
FMA Wealth Management
Massachusetts
$2.61M +$48.8K +849 +2%
WP
480
Wealthspan Partners
Iowa
$2.59M +$610K +10,608 +31%
MW
481
Maia Wealth
Colorado
$2.57M +$604K +10,186 +31%
PA
482
Parallel Advisors
California
$2.56M -$522K -9,074 -17%
PFG
483
Prosperity Financial Group
California
$2.55M +$71K +1,234 +3%
FFC
484
Frederick Financial Consultants
Maryland
$2.55M +$2.55M +44,314 New
S
485
Sachetta
Massachusetts
$2.54M +$164K +2,842 +7%
SC
486
Scotia Capital
Ontario, Canada
$2.53M -$6.84M -118,831 -73%
PCA
487
Pallas Capital Advisors
Massachusetts
$2.53M +$20K +347 +0.8%
LFAS
488
Level Four Advisory Services
Texas
$2.51M +$167K +2,906 +7%
S
489
Sunpointe
Missouri
$2.51M +$1.05M +18,212 +72%
RC
490
Rovin Capital
Arizona
$2.49M +$96.3K +1,675 +4%
Lido Advisors
491
Lido Advisors
California
$2.46M +$471K +8,137 +24%
CBT
492
CoreFirst Bank & Trust
Kansas
$2.46M +$931K +16,178 +61%
WFA
493
Websterrogers Financial Advisors
South Carolina
$2.45M +$19.8K +344 +0.8%
MSA
494
Marino Stram & Associates
Massachusetts
$2.44M +$121K +2,108 +5%
CWM
495
CIBC World Markets
New York
$2.44M -$334K -5,811 -12%
OPWM
496
Oxinas Partners Wealth Management
Indiana
$2.44M -$39.2K -681 -2%
HA
497
Helium Advisors
Washington
$2.43M +$2.43M +42,276 New
HC
498
Hourglass Capital
Texas
$2.42M
Corient Private Wealth
499
Corient Private Wealth
Florida
$2.42M -$1.44M -77,306 -37%
SW
500
SteelPeak Wealth
California
$2.42M +$314K +5,415 +15%