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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 %
BFWA
701
Benchmark Financial Wealth Advisors
Florida
$714K +$409K +7,072 +134%
AMM
702
American Money Management
California
$701K -$16.3K -282 -2%
FFA
703
Farther Finance Advisors
California
$701K +$121K +2,109 +21%
FA
704
Fountainhead AM
New Jersey
$693K +$176K +3,045 +34%
PWPS
705
Pinnacle Wealth Planning Services
Ohio
$689K +$231 +4 +0%
MWM
706
Mosley Wealth Management
California
$682K +$74.7K +1,291 +12%
SPIS
707
Steward Partners Investment Solutions
Oregon
$681K -$12.6K -218 -2%
DPI
708
Diversified Portfolios Inc
Michigan
$675K +$180K +3,119 +36%
ARC
709
Advisor Resource Council
Texas
$674K +$674K +12,260 New
EWA
710
Etesian Wealth Advisors
Oregon
$673K +$191K +3,295 +40%
BMCM
711
Bryn Mawr Capital Management
Pennsylvania
$672K -$968K -16,727 -59%
CAM
712
CPA Asset Management
Florida
$671K -$21.9K -379 -3%
FWM
713
Fortress Wealth Management
California
$669K -$126K -2,169 -16%
SFA
714
Sequoia Financial Advisors
Ohio
$663K +$332K +5,731 +100%
CCM
715
Coldstream Capital Management
Washington
$657K +$112K +1,944 +21%
FFS
716
Founders Financial Securities
Maryland
$650K +$177K +3,067 +38%
HWM
717
Howard Wealth Management
Connecticut
$646K +$123K +2,127 +24%
RPGK
718
Retirement Planning Group (Kansas)
Kansas
$645K +$35.8K +618 +6%
CC
719
Courier Capital
New York
$634K +$14.2K +246 +2%
MAM
720
Meeder Asset Management
Ohio
$630K +$57.7K +998 +10%
CM
721
Columbus Macro
Pennsylvania
$628K +$22.3K +386 +4%
PG
722
Prostatis Group
Maryland
$604K -$2.04M -35,322 -77%
SCM
723
Saxony Capital Management
Missouri
$600K +$600K +10,375 New
BRA
724
Biechele Royce Advisors
Indiana
$597K
IAP
725
Indie Asset Partners
Indiana
$596K +$199K +3,439 +50%