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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 %
KWM
651
KFG Wealth Management
Indiana
$896K +$896K +15,477 New
NCFG
652
New Century Financial Group
New Jersey
$889K +$889K +15,357 New
BW
653
Bison Wealth
Georgia
$883K +$29.5K +510 +3%
SFG
654
SNS Financial Group
Minnesota
$879K +$13.9K +241 +2%
FAIM
655
Financial Advocates Investment Management
Washington
$878K +$878K +12,522 New
SRA
656
Secured Retirement Advisors
Minnesota
$870K +$56.2K +972 +7%
LWA
657
Lineweaver Wealth Advisors
Ohio
$869K +$120K +2,069 +16%
UAG
658
United Advisor Group
Ohio
$869K +$869K +15,012 New
CCIA
659
Cherry Creek Investment Advisors
Colorado
$866K -$32.3K -558 -4%
GI
660
GAMMA Investing
California
$866K +$820K +14,169 +1,789%
WA
661
Wealth Alliance
New York
$865K -$89.3K -1,544 -9%
FVWA
662
Foster Victor Wealth Advisors
South Carolina
$858K +$216K +3,796 +34%
MSAM
663
Moloney Securities Asset Management
Missouri
$849K +$49.8K +861 +6%
BCP
664
Blue Chip Partners
Michigan
$848K -$48.3K -834 -5%
NL
665
NVWM LLC
Pennsylvania
$842K +$14.5K +250 +2%
JIC
666
Joel Isaacson & Co
New York
$840K +$330K +5,707 +65%
Prudential Financial
667
Prudential Financial
New Jersey
$838K +$76.5K +1,322 +10%
BBA
668
BLB&B Advisors
Pennsylvania
$835K +$835K +14,438 New
III
669
Independent Investors Inc
New York
$834K -$8.68K -150 -1%
BFPW
670
BOK Financial Private Wealth
Colorado
$832K +$789K +13,635 +1,818%
SFA
671
Souders Financial Advisors
Ohio
$823K +$65.2K +1,126 +9%
PEA
672
Park Edge Advisors
Ohio
$819K +$420K +7,257 +105%
SDWIA
673
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$814K +$206K +3,556 +34%
MW
674
Marcum Wealth
Ohio
$811K +$252K +4,348 +45%
TCMP
675
Thrive Capital Management (Pennsylvania)
Pennsylvania
$800K +$800K +13,827 New