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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 %
SIS
576
Sound Income Strategies
Florida
$1.31M -$164K -2,843 -11%
MLRA
577
Main Line Retirement Advisors
Montana
$1.3M -$61.6K -1,064 -5%
TCWM
578
Total Clarity Wealth Management
Illinois
$1.29M -$394K -6,806 -23%
MA
579
Modus Advisors
Minnesota
$1.26M +$254K +4,386 +25%
S
580
Sunpointe
Missouri
$1.25M
OBWG
581
Onyx Bridge Wealth Group
New York
$1.24M +$910K +16,175 +276%
EA
582
Eudaimonia Advisors
Tennessee
$1.23M -$539K -9,313 -30%
EWA
583
EP Wealth Advisors
California
$1.22M +$1.09M +18,879 +845%
WFA
584
Websterrogers Financial Advisors
South Carolina
$1.22M +$94.8K +1,639 +8%
HFS
585
Howard Financial Services
Texas
$1.2M -$67.7K -1,170 -5%
MAC
586
Mason & Associates (California)
California
$1.19M +$403K +6,960 +51%
PCM
587
Pointe Capital Management
Michigan
$1.19M +$101K +1,740 +9%
ACM
588
Alpha Capital Management
Texas
$1.19M -$131K -2,272 -10%
SP
589
Stablepoint Partners
Massachusetts
$1.17M +$205K +3,546 +21%
AGP
590
Autumn Glory Partners
Texas
$1.17M
CFS
591
Coordinated Financial Services
Colorado
$1.17M +$1.17M +20,231 New
AI
592
Auour Investments
Massachusetts
$1.17M +$70.9K +1,226 +6%
GCM
593
Gallacher Capital Management
Colorado
$1.16M +$52.7K +910 +5%
SIG
594
Spinnaker Investment Group
California
$1.16M -$122K -2,107 -10%
EFS
595
Econ Financial Services
Pennsylvania
$1.14M +$1.14M +19,786 New
EFL
596
ERn Financial LLC
Wisconsin
$1.14M +$40.8K +706 +4%
CIA
597
Compass Ion Advisors
Pennsylvania
$1.14M -$124K -2,143 -10%
NWA
598
Navis Wealth Advisors
New York
$1.14M +$718K +12,403 +169%
RFC
599
Regions Financial Corp
Alabama
$1.14M -$790K -13,659 -41%
SAF
600
Smith Anglin Financial
Texas
$1.13M +$341K +5,898 +43%