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JPMorgan Equity Premium Income ETF

1,043 hedge funds and large institutions have $15.5B invested in JPMorgan Equity Premium Income ETF in 2024 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 581 increasing their positions, 267 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
+50
Holders Change %
+5.04%
% of All Funds
15.12%
Holding in Top 10
142
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.65%
% of All Funds
2.06%
New
128
Increased
581
Reduced
267
Closed
64
Calls
$18M
Puts
$23.5M
Net Calls
-$5.52M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CAGAS
526
Capital Advisory Group Advisory Services
Minnesota
$1.67M +$113K +1,950 +7%
LA
527
LexAurum Advisors
Kansas
$1.67M +$61.2K +1,057 +4%
SS
528
Sunbelt Securities
Texas
$1.66M +$134K +2,319 +9%
LB
529
Legacy Bridge
Iowa
$1.65M +$18.4K +318 +1%
LWM
530
LJI Wealth Management
Indiana
$1.64M +$110K +1,907 +7%
AFG
531
Atomi Financial Group
New York
$1.64M -$228K -3,938 -12%
DA
532
Detalus Advisors
Missouri
$1.64M -$268K -4,625 -14%
NFSG
533
Newbridge Financial Services Group
Florida
$1.62M +$865K +14,951 +115%
SFA
534
Source Financial Advisors
New York
$1.61M -$816K -14,109 -34%
CWP
535
Concord Wealth Partners
Virginia
$1.6M +$146K +2,520 +10%
AWA
536
Arkadios Wealth Advisors
Georgia
$1.59M +$30.6K +528 +2%
SP
537
Sequent Planning
Nebraska
$1.59M +$1.59M +27,476 New
TCA
538
Transcend Capital Advisors
New Jersey
$1.59M -$48.7K -841 -3%
HSA
539
HBK Sorce Advisory
Pennsylvania
$1.59M -$34.5K -597 -2%
AFP
540
Ausdal Financial Partners
Iowa
$1.58M +$104K +1,801 +7%
GGS
541
Galvin Gaustad & Stein
Arizona
$1.57M +$17.1K +295 +1%
FAM
542
Frontier Asset Management
Wyoming
$1.57M +$158K +2,732 +11%
CRWM
543
Castle Rock Wealth Management
California
$1.55M +$294K +5,291 +23%
3AM
544
3EDGE Asset Management
Florida
$1.54M -$238K -4,113 -13%
CG
545
Caprock Group
Idaho
$1.53M +$25.9K +448 +2%
SFB
546
STAR Financial Bank
Indiana
$1.52M +$56.7K +980 +4%
ST
547
Somerset Trust
Pennsylvania
$1.51M +$146K +2,531 +11%
MFA
548
Mayflower Financial Advisors
Massachusetts
$1.5M +$462K +7,983 +44%
PWM
549
Purus Wealth Management
California
$1.49M -$36.3K -627 -2%
CGA
550
Crescent Grove Advisors
Illinois
$1.48M +$19.7K +340 +1%