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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 %
CA
526
Crewe Advisors
Utah
$1.68M +$377K +6,652 +29%
CCMW
527
Cypress Capital Management (Wyoming)
Wyoming
$1.68M -$90.1K -1,589 -5%
GGS
528
Galvin Gaustad & Stein
Arizona
$1.66M +$115K +2,030 +7%
NS
529
NBC Securities
Alabama
$1.66M +$4.42K +78 +0.3%
PAG
530
Paladin Advisory Group
Iowa
$1.65M -$2.09M -37,300 -56%
RMF
531
Red Mountain Financial
Colorado
$1.64M +$1.64M +28,898 New
FAM
532
Frontier Asset Management
Wyoming
$1.64M +$94.7K +1,671 +6%
JF
533
JSF Financial
California
$1.63M +$184K +3,252 +13%
LA
534
LexAurum Advisors
Kansas
$1.63M -$7.03K -124 -0.4%
TCA
535
Transcend Capital Advisors
New Jersey
$1.61M +$48.4K +854 +3%
CRWM
536
Castle Rock Wealth Management
California
$1.6M +$33.2K +592 +2%
MPPLM
537
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.6M +$188K +3,310 +13%
CWP
538
Concord Wealth Partners
Virginia
$1.6M +$36.4K +642 +2%
GI
539
GAMMA Investing
California
$1.6M +$750K +13,234 +88%
LB
540
Legacy Bridge
Iowa
$1.6M -$19K -335 -1%
HCP
541
Hexagon Capital Partners
Arkansas
$1.59M +$180K +3,170 +13%
PG
542
Patten Group
Tennessee
$1.56M +$664K +11,709 +74%
SFA
543
Source Financial Advisors
New York
$1.56M -$24.5K -433 -2%
MFA
544
Mayflower Financial Advisors
Massachusetts
$1.55M +$74.5K +1,314 +5%
3AM
545
3EDGE Asset Management
Florida
$1.55M +$33.6K +592 +2%
WFA
546
Websterrogers Financial Advisors
South Carolina
$1.53M +$337K +5,939 +28%
WP
547
Wealthspan Partners
Iowa
$1.52M +$496K +8,750 +48%
CBT
548
CoreFirst Bank & Trust
Kansas
$1.52M -$180K -3,173 -11%
AF
549
Apexium Financial
Texas
$1.5M +$56.8K +1,002 +4%
PWM
550
Purus Wealth Management
California
$1.49M +$32.1K +567 +2%