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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 %
FFA
576
Farther Finance Advisors
California
$1.29M +$607K +10,826 +88%
SIS
577
Sound Income Strategies
Florida
$1.29M +$5.04K +89 +0.4%
MLRA
578
Main Line Retirement Advisors
Montana
$1.28M +$7.71K +136 +0.6%
ECA
579
Elevated Capital Advisors
Utah
$1.27M -$49.8K -879 -4%
HFS
580
Howard Financial Services
Texas
$1.27M +$94.9K +1,675 +8%
RWS
581
Resolute Wealth Strategies
Mississippi
$1.25M -$155K -2,733 -11%
MWM
582
Mission Wealth Management
California
$1.24M -$493K -8,696 -28%
CG
583
Caprock Group
Idaho
$1.23M -$259K -4,570 -17%
DA
584
Detalus Advisors
Missouri
$1.23M -$380K -6,697 -24%
MA
585
Modus Advisors
Minnesota
$1.22M -$11.4K -201 -0.9%
PCM
586
Pointe Capital Management
Michigan
$1.22M +$51K +900 +4%
TCWM
587
Total Clarity Wealth Management
Illinois
$1.21M -$51.6K -910 -4%
LI
588
LRI Investments
Florida
$1.2M +$1.2M +21,170 New
FAM
589
Family Asset Management
South Carolina
$1.19M -$134K -2,372 -10%
MCM
590
Mendel Capital Management
Arkansas
$1.19M +$81.8K +1,443 +7%
DAS
591
Diversify Advisory Services
Utah
$1.17M -$165K -2,937 -12%
ACM
592
Andina Capital Management
Utah
$1.17M +$628K +11,083 +116%
EFS
593
Econ Financial Services
Pennsylvania
$1.16M +$37.2K +657 +3%
ACM
594
Alpha Capital Management
Texas
$1.15M -$12.5K -220 -1%
UAG
595
United Advisor Group
Ohio
$1.15M +$296K +5,227 +35%
AGP
596
Autumn Glory Partners
Texas
$1.14M -$4.14K -73 -0.4%
AI
597
Auour Investments
Massachusetts
$1.14M -$57 -1 -0%
CIA
598
Compass Ion Advisors
Pennsylvania
$1.14M
SIG
599
Spinnaker Investment Group
California
$1.13M -$5.22K -92 -0.5%
HSA
600
HBK Sorce Advisory
Pennsylvania
$1.13M -$427K -7,540 -27%