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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 %
CFB
676
Cullen/Frost Bankers
Texas
$1.19M +$187K +3,253 +19%
SC
677
Savant Capital
Illinois
$1.19M +$977K +16,989 +469%
CCM
678
Coldstream Capital Management
Washington
$1.18M +$17.3K +300 +1%
AGP
679
Autumn Glory Partners
Texas
$1.18M -$505K -8,776 -30%
DA
680
Detalus Advisors
Missouri
$1.17M -$17.1K -298 -1%
WKSWA
681
White Knight Strategic Wealth Advisors
New Jersey
$1.16M +$1.16M +20,160 New
ACM
682
Alpha Capital Management
Texas
$1.15M -$8.63K -150 -0.7%
TAM
683
Tucker Asset Management
Colorado
$1.15M +$88.1K +1,531 +8%
MCM
684
Mendel Capital Management
Arkansas
$1.15M -$89.2K -1,550 -7%
GS
685
GWN Securities
Florida
$1.14M +$1.14M +19,306 New
CWMS
686
Cannon Wealth Management Services
North Carolina
$1.14M +$224K +3,825 +24%
NA
687
Novus Advisors
South Carolina
$1.13M +$1.13M +19,673 New
HWM
688
Howard Wealth Management
Connecticut
$1.13M +$136K +2,361 +14%
RFA
689
Reyes Financial Architecture
California
$1.13M +$1.13M +19,559 New
MPPLM
690
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.12M -$636K -11,052 -36%
PSIWM
691
Paradigm Strategies in Wealth Management
Minnesota
$1.12M +$432K +7,511 +63%
BA
692
Bellwether Advisors
Nebraska
$1.12M
AWE
693
Avidian Wealth Enterprises
Texas
$1.11M +$326K +5,668 +42%
AFG
694
Atomi Financial Group
New York
$1.11M -$266K -4,624 -19%
DAS
695
Diversify Advisory Services
Utah
$1.1M -$188K -3,292 -15%
ATS
696
Ashton Thomas Securities
New York
$1.1M +$305K +5,298 +38%
MWM
697
Meridian Wealth Management
Kentucky
$1.1M +$112K +1,945 +11%
FA
698
Fountainhead AM
New Jersey
$1.09M
KF
699
KKM Financial
Illinois
$1.09M +$232K +4,034 +27%
BTI
700
Blue Trust Inc
Georgia
$1.09M +$892K +15,499 +460%