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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 %
MCM
601
Monument Capital Management
Virginia
$1.12M +$1.12M +19,836 New
SAF
602
Smith Anglin Financial
Texas
$1.12M +$4.31K +76 +0.4%
SFG
603
Sovereign Financial Group
Connecticut
$1.11M +$38K +671 +4%
NWA
604
Navis Wealth Advisors
New York
$1.11M -$12.2K -215 -1%
FFS
605
Founders Financial Securities
Maryland
$1.11M +$469K +8,267 +74%
EFL
606
ERn Financial LLC
Wisconsin
$1.1M -$15.2K -268 -1%
BA
607
Bellwether Advisors
Nebraska
$1.1M
O3W
608
Omni 360 Wealth
New Jersey
$1.1M +$52.9K +934 +5%
WCM
609
Wealthcare Capital Management
Virginia
$1.1M +$171K +3,020 +18%
LIG
610
Lokken Investment Group
Delaware
$1.1M +$34.1K +602 +3%
OCG
611
Opus Capital Group
Ohio
$1.09M +$18.8K +331 +2%
WI
612
Wintrust Investments
Illinois
$1.09M +$74K +1,305 +7%
FVWA
613
Foster Victor Wealth Advisors
South Carolina
$1.09M +$222K +3,882 +26%
OP
614
ORG Partners
Indiana
$1.08M +$1.08M +19,193 New
TAM
615
Tucker Asset Management
Colorado
$1.07M -$7.6K -134 -0.7%
SC
616
Sepio Capital
Utah
$1.07M +$24.8K +438 +2%
CWP
617
Cyndeo Wealth Partners
Florida
$1.07M +$92.3K +1,629 +9%
US Bancorp
618
US Bancorp
Minnesota
$1.06M +$297K +5,237 +39%
PSCM
619
Per Stirling Capital Management
Texas
$1.06M +$277K +4,885 +35%
VWM
620
Venturi Wealth Management
Texas
$1.06M +$11K +194 +1%
HBW
621
Hazlett, Burt & Watson
West Virginia
$1.05M -$24.7K -434 -2%
BMCM
622
Bryn Mawr Capital Management
Pennsylvania
$1.05M +$394K +6,951 +60%
LS
623
Leelyn Smith
Illinois
$1.05M +$49.8K +878 +5%
AGWCA
624
Annis Gardner Whiting Capital Advisors
Florida
$1.05M +$38.8K +684 +4%
CD
625
Chapin Davis
Maryland
$1.05M +$90.2K +1,591 +9%