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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 %
UCFA
551
United Capital Financial Advisors
Texas
$1.48M -$443K -7,823 -23%
AWA
552
Arkadios Wealth Advisors
Georgia
$1.47M -$87.1K -1,536 -6%
FFO
553
Fiduciary Family Office
Florida
$1.47M +$1.47M +26,005 New
CGA
554
Crescent Grove Advisors
Illinois
$1.44M -$10.5K -186 -0.7%
ST
555
Somerset Trust
Pennsylvania
$1.43M -$48.1K -849 -3%
FLPIM
556
F.L. Putnam Investment Management
Massachusetts
$1.43M +$1.43M +25,208 New
TWC
557
TD Waterhouse Canada
Ontario, Canada
$1.43M -$830K -14,799 -37%
WAAG
558
Wealth Alliance Advisory Group
Kansas
$1.4M -$32.6K -576 -2%
FH
559
FWG Holdings
Florida
$1.4M -$29.9K -526 -2%
S
560
Sunpointe
Missouri
$1.39M +$168K +2,969 +14%
BFPW
561
BOK Financial Private Wealth
Colorado
$1.38M +$560K +9,881 +69%
BWM
562
BCGM Wealth Management
Indiana
$1.37M -$36.8K -649 -3%
CFS
563
Coordinated Financial Services
Colorado
$1.36M +$214K +3,779 +19%
IFWM
564
Institute for Wealth Management
Colorado
$1.35M -$31.2K -550 -2%
TMWM
565
Taylor & Morgan Wealth Management
Michigan
$1.35M +$875K +15,431 +184%
TWM
566
Trueblood Wealth Management
Ohio
$1.35M -$9.07K -160 -0.7%
WDG
567
Wealth Dimensions Group
Ohio
$1.35M -$27K -477 -2%
DA
568
Dover Advisors
Virginia
$1.35M +$348K +6,147 +35%
CWM
569
Chronos Wealth Management
Florida
$1.34M -$67.3K -1,188 -5%
CFG
570
Citizens Financial Group
Rhode Island
$1.33M -$382K -6,731 -22%
PP
571
PDS Planning
Ohio
$1.33M +$347K +6,120 +35%
VA
572
Valmark Advisers
Ohio
$1.32M +$964 +17 +0.1%
MIM
573
Moseley Investment Management
Florida
$1.32M +$296K +5,222 +29%
STAS
574
Strong Tower Advisory Services
Minnesota
$1.31M +$234K +4,122 +22%
KWM
575
KFG Wealth Management
Indiana
$1.31M +$431K +7,597 +49%