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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 %
AAG
601
Armstrong Advisory Group
Massachusetts
$1.13M
MCM
602
Mendel Capital Management
Arkansas
$1.13M +$568K +9,824 +102%
BA
603
Bellwether Advisors
Nebraska
$1.12M -$1.85K -32 -0.2%
TAM
604
Tucker Asset Management
Colorado
$1.1M +$132K +2,279 +14%
HBW
605
Hazlett, Burt & Watson
West Virginia
$1.1M -$234K -4,042 -18%
CFO
606
Collective Family Office
Pennsylvania
$1.1M -$287K -4,957 -21%
BWM
607
BlackDiamond Wealth Management
New York
$1.1M -$186K -3,217 -14%
OCG
608
Opus Capital Group
Ohio
$1.1M +$70.6K +1,221 +7%
SFG
609
Sovereign Financial Group
Connecticut
$1.09M +$45.8K +791 +4%
STAS
610
Strong Tower Advisory Services
Minnesota
$1.09M +$69.9K +1,220 +7%
LIG
611
Lokken Investment Group
Delaware
$1.08M +$135K +2,329 +14%
AWM
612
Avior Wealth Management
Nebraska
$1.08M +$527K +9,106 +95%
MWM
613
Mascoma Wealth Management
New Hampshire
$1.08M -$661K -11,417 -38%
SC
614
Sepio Capital
Utah
$1.07M
O3W
615
Omni 360 Wealth
New Jersey
$1.07M -$118K -2,039 -10%
KF
616
KKM Financial
Illinois
$1.07M +$10.1K +175 +1%
VWM
617
Venturi Wealth Management
Texas
$1.07M -$7.23K -125 -0.7%
PCM
618
Parsons Capital Management
Rhode Island
$1.06M -$204K -3,530 -16%
MFG
619
Menard Financial Group
Texas
$1.05M +$1.05M +18,203 New
WP
620
Wealthspan Partners
Iowa
$1.05M +$296K +5,122 +39%
MIM
621
Moseley Investment Management
Florida
$1.05M +$378K +6,540 +57%
JBA
622
Johnson Bixby & Associates
Washington
$1.04M -$10.6M -183,997 -91%
WI
623
Wintrust Investments
Illinois
$1.03M +$130K +2,246 +14%
NCM
624
Novare Capital Management
North Carolina
$1.03M +$6.65K +115 +0.6%
AGWCA
625
Annis Gardner Whiting Capital Advisors
Florida
$1.03M +$218K +3,763 +27%