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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 %
VWM
526
Vigilare Wealth Management
Arizona
$2.17M -$989K -17,199 -31%
CCFM
527
Clear Creek Financial Management
Washington
$2.16M -$470K -8,175 -18%
RC
528
Rahlfs Capital
Texas
$2.16M +$2.16M +37,543 New
BCG
529
Bravias Capital Group
New Jersey
$2.14M +$2.14M +36,313 New
LCWP
530
Legacy Capital Wealth Partners
Arkansas
$2.14M -$2.14M -37,150 -50%
CFGS
531
Concourse Financial Group Securities
Alabama
$2.13M -$71.9K -1,222 -3%
MSFS
532
Main Street Financial Solutions
Pennsylvania
$2.13M +$1.69M +29,360 +385%
FAM
533
Frontier Asset Management
Wyoming
$2.1M +$30.5K +530 +1%
PWP
534
Private Wealth Partners
California
$2.09M +$347K +6,030 +20%
IWN
535
Independent Wealth Network
Iowa
$2.09M +$302K +5,248 +17%
AAG
536
Armstrong Advisory Group
Massachusetts
$2.09M +$151K +2,622 +8%
GCM
537
Gables Capital Management
Florida
$2.08M -$24.7K -430 -1%
TCA
538
Transcend Capital Advisors
New Jersey
$2.06M +$427K +7,420 +26%
RRA
539
Round Rock Advisors
Connecticut
$2.05M -$62K -1,078 -3%
FMTCOCP
540
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.04M +$37K +644 +2%
ZI
541
ZEGA Investments
Florida
$2.04M +$2.04M +34,488 New
VHAM
542
Van Hulzen Asset Management
California
$2.03M +$116K +2,013 +6%
EFMC
543
Empire Financial Management Company
New York
$2.03M +$173 +3 +0%
KIA
544
Kraematon Investment Advisors
Massachusetts
$2.01M -$35.3K -614 -2%
NCG
545
Newport Capital Group
New Jersey
$2M -$1.33M -23,082 -40%
WCP
546
Wealthcare Capital Partners
Pennsylvania
$2M +$2M +34,759 New
5W
547
5T Wealth
California
$1.99M +$1.99M +34,593 New
RWPA
548
Richard W. Paul & Associates
Michigan
$1.99M +$7.13K +124 +0.4%
D.E. Shaw & Co
549
D.E. Shaw & Co
New York
$1.98M +$1.98M +34,422 New
VVP
550
Venture Visionary Partners
Ohio
$1.96M +$75.5K +1,313 +4%