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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 %
IA
676
IAM Advisory
Pennsylvania
$822K +$86.7K +1,529 +12%
III
677
Independent Investors Inc
New York
$817K
DWM
678
Diversify Wealth Management
Utah
$815K +$815K +14,814 New
AWM
679
Activest Wealth Management
Florida
$809K +$389K +6,863 +93%
CFB
680
Cullen/Frost Bankers
Texas
$808K +$103K +1,814 +15%
CCIA
681
Cherry Creek Investment Advisors
Colorado
$807K -$40.9K -722 -5%
AWM
682
Accel Wealth Management
Iowa
$795K -$111K -1,955 -12%
BTI
683
Blue Trust Inc
Georgia
$793K +$463 +8 +0.1%
EWA
684
Etesian Wealth Advisors
Oregon
$790K +$131K +2,307 +20%
IAA
685
Independent Advisor Alliance
North Carolina
$788K -$124K -2,182 -14%
GS
686
GTS Securities
New York
$786K +$560K +9,874 +247%
MSAM
687
Moloney Securities Asset Management
Missouri
$786K -$45.7K -806 -5%
AAS
688
Asset Allocation Strategies
Michigan
$784K +$256K +4,509 +48%
FPWM
689
FSB Premier Wealth Management
Iowa
$784K +$388K +6,837 +98%
TSMHT
690
Thurston Springer Miller Herd & Titak
Indiana
$780K +$780K +13,763 New
CAM
691
Columbia Asset Management
Michigan
$779K +$439K +7,739 +129%
MAWA
692
Moss Adams Wealth Advisors
Washington
$778K -$2.54M -44,757 -77%
RWM
693
Ritholtz Wealth Management
New York
$776K +$776K +13,699 New
AAS
694
Annex Advisory Services
Wisconsin
$776K +$1.42K +25 +0.2%
SCM
695
Saxony Capital Management
Missouri
$771K +$183K +3,235 +31%
Fifth Third Bancorp
696
Fifth Third Bancorp
Ohio
$760K +$225K +3,969 +42%
CL
697
Choreo LLC
Illinois
$759K +$759K +13,513 New
IBOK
698
Independence Bank of Kentucky
Kentucky
$753K
TC
699
Trust Company
Kansas
$749K +$1.08K +19 +0.1%
JBA
700
Johnson Bixby & Associates
Washington
$744K -$270K -4,758 -27%