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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 %
AWM
501
Avaii Wealth Management
Wisconsin
$1.86M -$439K -7,743 -19%
WANY
502
Wealthspire Advisors (New York)
New York
$1.85M +$1.85M +32,689 New
CTWM
503
Cherry Tree Wealth Management
Minnesota
$1.85M +$69.3K +1,222 +4%
CAGAS
504
Capital Advisory Group Advisory Services
Minnesota
$1.85M +$208K +3,675 +13%
Jane Street
505
Jane Street
New York
$1.84M -$850K -14,989 -32%
MFS
506
Mattson Financial Services
Michigan
$1.84M +$1.84M +32,472 New
CIG
507
Cascade Investment Group
Colorado
$1.82M -$28.3K -500 -2%
AAG
508
Armstrong Advisory Group
Massachusetts
$1.82M +$653K +11,529 +56%
CCP
509
Clarity Capital Partners
California
$1.81M +$154K +2,709 +9%
PWM
510
Prosperity Wealth Management
California
$1.81M -$78.8K -1,391 -4%
P
511
&Partners
Tennessee
$1.8M +$1.38M +24,266 +321%
AIC
512
Archer Investment Corporation
Indiana
$1.8M +$355K +6,260 +25%
DWM
513
Dakota Wealth Management
Florida
$1.79M -$73.9K -1,304 -4%
BWM
514
BKM Wealth Management
Wisconsin
$1.78M +$8.33K +147 +0.5%
LWM
515
LJI Wealth Management
Indiana
$1.77M +$161K +2,843 +10%
MP
516
McDonald Partners
Ohio
$1.75M
PWP
517
Private Wealth Partners
California
$1.72M -$249K -4,400 -13%
SA
518
Stewardship Advisors
Pennsylvania
$1.72M -$54.9K -969 -3%
SSWM
519
Sheets Smith Wealth Management
North Carolina
$1.71M -$17.9K -315 -1%
MPW
520
Monterey Private Wealth
California
$1.71M +$1.71M +30,202 New
Brown Advisory
521
Brown Advisory
Maryland
$1.71M -$866K -15,283 -34%
EM
522
ELCO Management
New York
$1.69M -$28.3K -500 -2%
IWN
523
Independent Wealth Network
Iowa
$1.69M -$2.44M -42,972 -59%
AFP
524
Ausdal Financial Partners
Iowa
$1.69M +$150K +2,638 +10%
AFG
525
Atomi Financial Group
New York
$1.69M +$84.4K +1,489 +5%