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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 %
S
626
SignatureFD
Georgia
$1.03M -$452K -7,817 -31%
SPWG
627
Syntegra Private Wealth Group
Missouri
$1.03M +$1.03M +17,736 New
LS
628
Leelyn Smith
Illinois
$1.02M +$50.3K +869 +5%
DA
629
Dover Advisors
Virginia
$1.02M +$506K +8,753 +99%
PP
630
PDS Planning
Ohio
$1.01M +$417K +7,200 +71%
HTC
631
Haverford Trust Company
Pennsylvania
$997K +$59.4K +1,026 +6%
CWP
632
Cyndeo Wealth Partners
Florida
$995K +$158K +2,727 +19%
ZF
633
Zega Financial
Florida
$989K -$443K -7,648 -31%
PAS
634
Park Avenue Securities
New York
$989K +$446K +7,719 +82%
RA
635
Rockingstone Advisors
Massachusetts
$986K -$13K -225 -1%
AWM
636
AllSquare Wealth Management
New York
$981K +$65.1K +1,125 +7%
LAM
637
Lewis Asset Management
California
$977K -$30.6K -528 -3%
CD
638
Chapin Davis
Maryland
$975K +$673K +11,640 +223%
TP
639
Tranquility Partners
Tennessee
$971K -$32.7K -566 -3%
SFC
640
Strategic Financial Concepts
Texas
$955K +$955K +16,512 New
CPA
641
Cardiff Park Advisors
California
$947K +$8.51K +147 +0.9%
WCM
642
Wealthcare Capital Management
Virginia
$945K +$506K +8,745 +115%
ACP
643
Aviance Capital Partners
Florida
$932K +$47.8K +826 +5%
IAA
644
Independent Advisor Alliance
North Carolina
$930K -$138K -2,389 -13%
MWM
645
Marion Wealth Management
Pennsylvania
$928K +$55K +950 +6%
AWM
646
Accel Wealth Management
Iowa
$925K -$25.1K -434 -3%
CMS
647
Capital Market Strategies
Florida
$919K +$89.2K +1,542 +11%
PG
648
Patten Group
Tennessee
$913K +$913K +15,779 New
LA
649
Lifeworks Advisors
Michigan
$909K +$28.2K +488 +3%
MAM
650
Morse Asset Management
Connecticut
$904K +$904K +15,632 New