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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 %
UAG
501
United Advisor Group
Ohio
$2.42M +$842K +14,637 +54%
FFA
502
Farther Finance Advisors
California
$2.41M +$174K +3,029 +8%
WE
503
Wealth Effects
Massachusetts
$2.4M +$81.7K +1,420 +4%
IWM
504
IHT Wealth Management
Illinois
$2.4M -$1.61M -27,910 -40%
GCP
505
Gill Capital Partners
Colorado
$2.39M +$30K +521 +1%
EE
506
EWG Elevate
California
$2.39M +$99.9K +1,737 +4%
LI
507
LifeWealth Investments
Florida
$2.37M +$2.37M +41,112 New
NWMP
508
Noble Wealth Management PBC
Colorado
$2.36M +$2.36M +41,091 New
WI
509
Westbourne Investments
Virginia
$2.36M +$2.36M +40,970 New
BSSFA
510
Baron Silver Stevens Financial Advisors
Florida
$2.34M -$146K -2,543 -6%
MHS
511
M Holdings Securities
Oregon
$2.33M -$8.86K -154 -0.4%
PCS
512
Private Client Services
Kentucky
$2.33M +$196K +3,399 +9%
Ameriprise
513
Ameriprise
Minnesota
$2.32M -$106K -1,850 -4%
AA
514
Ancora Advisors
Ohio
$2.31M -$72K -1,252 -3%
ACMG
515
Anchor Capital Management Group
California
$2.3M +$2.3M +40,000 New
MCM
516
Mainstream Capital Management
California
$2.29M +$134K +2,336 +6%
GFP
517
Guardian Financial Partners
California
$2.28M +$184K +3,206 +9%
GPWM
518
Grant Private Wealth Management
California
$2.27M +$2.27M +39,536 New
HCP
519
Hexagon Capital Partners
Arkansas
$2.24M +$355K +6,167 +19%
LFS
520
Littlejohn Financial Services
Oregon
$2.23M +$2.23M +37,756 New
BRWM
521
Blue Rock Wealth Management
North Carolina
$2.21M +$2.21M +38,476 New
SCM
522
Saxony Capital Management
Missouri
$2.2M +$1.22M +21,149 +123%
WA
523
Whipplewood Advisors
Colorado
$2.19M +$2.19M +37,996 New
WF
524
WinCap Financial
Massachusetts
$2.18M +$2.18M +37,866 New
GIA
525
Gladstone Institutional Advisory
Florida
$2.17M +$211K +3,665 +11%