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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 %
CCM
626
Coldstream Capital Management
Washington
$1.04M +$396K +6,989 +62%
MFG
627
Menard Financial Group
Texas
$1.04M +$4.19K +74 +0.4%
MWM
628
Meridian Wealth Management
Kentucky
$1.03M +$1.03M +18,229 New
SPWG
629
Syntegra Private Wealth Group
Missouri
$1.03M +$27.9K +492 +3%
WIM
630
WealthPlan Investment Management
Nebraska
$1.03M -$3.69M -65,108 -78%
PCM
631
Parsons Capital Management
Rhode Island
$1.02M -$16.3K -287 -2%
S
632
SignatureFD
Georgia
$1.01M -$1.25K -22 -0.1%
Susquehanna International Group
633
Susquehanna International Group
Pennsylvania
$985K -$8.79M -155,030 -90%
HWMO
634
Heritage Wealth Management (Ohio)
Ohio
$978K +$978K +17,341 New
SDWIA
635
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$976K +$178K +3,139 +22%
PEA
636
Park Edge Advisors
Ohio
$973K +$171K +3,017 +21%
LFG
637
Larson Financial Group
Missouri
$972K +$941K +16,600 +2,986%
ACP
638
Aviance Capital Partners
Florida
$970K +$57.8K +1,020 +6%
AWM
639
AllSquare Wealth Management
New York
$969K +$8.5K +150 +0.9%
BCP
640
Blue Chip Partners
Michigan
$959K +$128K +2,262 +15%
BFWA
641
Benchmark Financial Wealth Advisors
Florida
$952K +$253K +4,470 +36%
CPA
642
Cardiff Park Advisors
California
$936K +$8.39K +148 +0.9%
LAM
643
Lewis Asset Management
California
$932K -$25.1K -442 -3%
RFC
644
Regions Financial Corp
Alabama
$931K -$183K -3,237 -16%
MWM
645
Marion Wealth Management
Pennsylvania
$929K +$20.3K +359 +2%
SFA
646
Souders Financial Advisors
Ohio
$917K +$111K +1,963 +14%
NCM
647
Novare Capital Management
North Carolina
$917K -$93.5K -1,650 -9%
TP
648
Tranquility Partners
Tennessee
$907K -$44.4K -784 -5%
ACM
649
AlphaStar Capital Management
North Carolina
$906K +$154K +2,710 +20%
SFA
650
Sequoia Financial Advisors
Ohio
$906K +$256K +4,524 +39%