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JPMorgan Equity Premium Income ETF

1,241 hedge funds and large institutions have $24.7B invested in JPMorgan Equity Premium Income ETF in 2024 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 655 increasing their positions, 283 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,241
Holders Change
+141
Holders Change %
+12.82%
% of All Funds
16.52%
Holding in Top 10
140
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+12.9%
% of All Funds
1.86%
New
213
Increased
655
Reduced
283
Closed
50
Calls
$10.3M
Puts
$16.5M
Net Calls
-$6.19M
Net Calls Change
-$6.2M
Name Holding Trade Value Shares
Change
Shares
Change %
MLRA
626
Main Line Retirement Advisors
Montana
$1.4M +$137K +2,388 +11%
WDG
627
Wealth Dimensions Group
Ohio
$1.4M -$403 -7 -0%
MWM
628
Mission Wealth Management
California
$1.39M +$57.9K +1,006 +4%
FLPIM
629
F.L. Putnam Investment Management
Massachusetts
$1.39M +$406K +7,064 +41%
FHC
630
First Heartland Consultants
Missouri
$1.39M -$74.6K -1,297 -5%
TWM
631
Trueblood Wealth Management
Ohio
$1.38M +$2.36K +41 +0.2%
BI
632
Beckerman Institutional
New Jersey
$1.38M +$14.8K +258 +1%
RDIA
633
RE Dickinson Investment Advisors
Iowa
$1.38M +$10.4K +18 +0.8%
LS
634
Leelyn Smith
Illinois
$1.37M +$302K +5,255 +28%
AGWCA
635
Annis Gardner Whiting Capital Advisors
Florida
$1.37M +$133K +2,292 +11%
DWM
636
Drive Wealth Management
Utah
$1.37M +$213K +3,686 +18%
SFG
637
Sovereign Financial Group
Connecticut
$1.36M +$89.1K +1,549 +7%
AMG
638
Advisors Management Group
Wisconsin
$1.36M +$800K +13,903 +144%
Northern Trust
639
Northern Trust
Illinois
$1.35M +$121K +2,107 +10%
NA
640
Note Advisors
New York
$1.35M +$1.35M +23,416 New
CWM
641
Chronos Wealth Management
Florida
$1.35M -$7.82K -136 -0.6%
VA
642
Valmark Advisers
Ohio
$1.34M +$97.3K +1,692 +8%
HSA
643
HBK Sorce Advisory
Pennsylvania
$1.33M -$99.2K -1,724 -7%
PEA
644
Park Edge Advisors
Ohio
$1.33M +$153K +2,658 +13%
NA
645
Nordwand Advisors
Pennsylvania
$1.33M
BFPW
646
BOK Financial Private Wealth
Colorado
$1.33M -$176K -3,043 -12%
SIG
647
Spinnaker Investment Group
California
$1.32M +$181K +3,148 +16%
NG
648
Novem Group
New York
$1.31M +$1.31M +22,749 New
SFC
649
Strategic Financial Concepts
Texas
$1.3M -$327K -5,682 -20%
CDWM
650
Campbell Deegan Wealth Management
Virginia
$1.3M +$1.3M +22,604 New