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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 %
CFG
651
Citizens Financial Group
Rhode Island
$1.29M +$9.03K +157 +0.7%
RA
652
RoundAngle Advisors
New Jersey
$1.28M +$1.28M +22,332 New
APW
653
Aurora Private Wealth
New Jersey
$1.28M -$240K -4,166 -16%
NWA
654
Navis Wealth Advisors
New York
$1.27M
PCM
655
Pointe Capital Management
Michigan
$1.27M +$33.9K +590 +3%
CWIG
656
Chung Wu Investment Group
Texas
$1.27M +$1.27M +22,032 New
BFWA
657
Benchmark Financial Wealth Advisors
Florida
$1.27M +$200K +3,473 +19%
HTC
658
Haverford Trust Company
Pennsylvania
$1.27M +$394K +6,847 +45%
EWA
659
Etesian Wealth Advisors
Oregon
$1.27M +$141K +2,446 +13%
HWMO
660
Heritage Wealth Management (Ohio)
Ohio
$1.27M +$171K +2,979 +16%
PAG
661
Paladin Advisory Group
Iowa
$1.26M -$1.04K -18 -0.1%
LI
662
LRI Investments
Florida
$1.26M +$6.73K +117 +0.5%
CD
663
Chapin Davis
Maryland
$1.25M
ACM
664
Andina Capital Management
Utah
$1.24M +$92.6K +1,610 +8%
HFS
665
Howard Financial Services
Texas
$1.24M +$3.74K +65 +0.3%
SAF
666
Smith Anglin Financial
Texas
$1.24M +$221K +3,836 +22%
EFL
667
ERn Financial LLC
Wisconsin
$1.23M +$27.1K +471 +2%
SDWIA
668
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.23M +$219K +3,809 +22%
SIS
669
Sound Income Strategies
Florida
$1.23M +$7.94K +138 +0.7%
VWM
670
Venturi Wealth Management
Texas
$1.23M +$291K +5,060 +31%
DFG
671
Delta Financial Group
New Jersey
$1.22M +$498K +8,662 +70%
DA
672
Dover Advisors
Virginia
$1.21M -$26.1K -453 -2%
GM
673
GeoWealth Management
Illinois
$1.2M -$240K -4,170 -17%
WIM
674
WealthPlan Investment Management
Nebraska
$1.2M +$138K +2,404 +13%
RCWM
675
Red Crane Wealth Management
California
$1.19M +$1.19M +20,744 New