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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 %
SRA
651
Secured Retirement Advisors
Minnesota
$903K +$51.2K +903 +6%
CMS
652
Capital Market Strategies
Florida
$900K -$737 -13 -0.1%
RA
653
Rockingstone Advisors
Massachusetts
$892K -$73.7K -1,300 -8%
LWA
654
Lineweaver Wealth Advisors
Ohio
$884K +$32.1K +566 +4%
BW
655
Bison Wealth
Georgia
$883K
SFG
656
SNS Financial Group
Minnesota
$878K +$17K +300 +2%
MWM
657
Mascoma Wealth Management
New Hampshire
$876K -$179K -3,163 -17%
VF
658
VitalStone Financial
Texas
$875K +$552K +9,739 +171%
CP
659
Camelot Portfolios
Ohio
$875K +$875K +15,437 New
WA
660
Wealth Alliance
New York
$872K +$24.7K +435 +3%
RIA
661
Realta Investment Advisors
Delaware
$871K -$457K -8,062 -34%
IAP
662
Indie Asset Partners
Indiana
$870K +$286K +5,049 +49%
CAM
663
Cozad Asset Management
Illinois
$865K +$140K +2,471 +19%
HTC
664
Haverford Trust Company
Pennsylvania
$861K -$116K -2,045 -12%
LA
665
Lifeworks Advisors
Michigan
$853K -$37.1K -654 -4%
Prudential Financial
666
Prudential Financial
New Jersey
$852K +$30.6K +539 +4%
KF
667
KKM Financial
Illinois
$848K -$197K -3,469 -19%
CFO
668
Collective Family Office
Pennsylvania
$847K -$229K -4,040 -21%
HWM
669
Howard Wealth Management
Connecticut
$844K +$211K +3,720 +33%
NL
670
NVWM LLC
Pennsylvania
$843K +$18.4K +324 +2%
FMI
671
F/M Investments
District of Columbia
$839K +$839K +14,795 New
CAM
672
CPA Asset Management
Florida
$838K +$180K +3,181 +27%
S4W
673
Solutions 4 Wealth
Texas
$834K +$577K +10,182 +225%
LFS
674
Legacy Financial Strategies
Kansas
$831K +$343K +6,106 +70%
JIC
675
Joel Isaacson & Co
New York
$823K