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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 %
MW
701
Marcum Wealth
Ohio
$741K -$52.9K -934 -7%
GFA
702
Gallagher Fiduciary Advisors
Illinois
$741K -$2.27K -40 -0.3%
LSA
703
L & S Advisors
California
$731K -$4.68M -82,496 -86%
SP
704
Stablepoint Partners
Massachusetts
$731K -$426K -7,466 -37%
AFO
705
Arrowroot Family Office
California
$729K +$2.72K +48 +0.4%
MA
706
MONECO Advisors
Connecticut
$712K -$66.3K -1,169 -9%
AWAP
707
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$707K +$3.23K +57 +0.5%
WSCM
708
Wellington Shields Capital Management
New York
$704K -$5.55K -98 -0.8%
DPI
709
Diversified Portfolios Inc
Michigan
$695K +$34K +600 +5%
AMM
710
American Money Management
California
$682K -$5.22K -92 -0.8%
TW
711
TritonPoint Wealth
Maryland
$677K +$133K +2,343 +24%
FA
712
Fountainhead AM
New Jersey
$677K -$1.7K -30 -0.3%
PSIWM
713
Paradigm Strategies in Wealth Management
Minnesota
$675K -$30.2K -533 -4%
CC
714
Courier Capital
New York
$675K +$54.1K +954 +9%
AFA
715
American Financial Advisors
Georgia
$672K -$33K -582 -5%
AWE
716
Avidian Wealth Enterprises
Texas
$667K +$175K +3,089 +36%
FWM
717
Fortress Wealth Management
California
$663K +$8.16K +144 +1%
MAM
718
Morse Asset Management
Connecticut
$649K -$238K -4,189 -27%
SIM
719
Seaview Investment Managers
Florida
$635K +$178K +3,146 +39%
PWM
720
Prentice Wealth Management
New York
$631K -$6.79M -119,774 -91%
FIM
721
Fernwood Investment Management
Massachusetts
$625K +$106K +1,863 +20%
ACA
722
Ascension Capital Advisors
Texas
$624K +$73.1K +1,290 +13%
BBA
723
BLB&B Advisors
Pennsylvania
$616K -$202K -3,571 -25%
FCA
724
FinTrust Capital Advisors
South Carolina
$615K -$88.8K -1,567 -13%
CM
725
Columbus Macro
Pennsylvania
$613K +$1.52K +27 +0.2%