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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 %
SMH
726
Sanders Morris Harris
Texas
$592K +$12.5K +216 +2%
PCS
727
Personal CFO Solutions
New Jersey
$587K -$5.25M -90,744 -90%
Citadel Advisors
728
Citadel Advisors
Florida
$574K +$574K +9,919 New
LSA
729
Lion Street Advisors
Texas
$573K
ACA
730
Ascension Capital Advisors
Texas
$562K +$562K +9,716 New
CFA
731
Capstone Financial Advisors
Illinois
$561K +$10.2K +176 +2%
WMP
732
Wealth Management Partners
Arizona
$557K -$10.7K -185 -2%
SEP
733
Southland Equity Partners
Missouri
$557K -$1.04K -18 -0.2%
ACM
734
Andina Capital Management
Utah
$555K +$555K +9,585 New
ICM
735
IMS Capital Management
Oregon
$547K +$174 +3 +0%
Fifth Third Bancorp
736
Fifth Third Bancorp
Ohio
$546K -$170K -2,945 -24%
FAG
737
Fortitude Advisory Group
Washington
$544K +$308K +5,329 +131%
Fisher Asset Management
738
Fisher Asset Management
Washington
$542K +$542K +9,366 New
EWM
739
Evercore Wealth Management
New York
$540K
FT
740
Fiduciary Trust
Massachusetts
$540K +$540K +9,329 New
AAS
741
Asset Allocation Strategies
Michigan
$540K +$121K +2,083 +29%
FIM
742
Fernwood Investment Management
Massachusetts
$530K +$530K +9,156 New
TDC
743
Thompson Davis & Co
Virginia
$529K -$20.3K -350 -4%
MPWT
744
MassMutual Private Wealth & Trust
Connecticut
$527K +$4.69K +81 +0.9%
LI
745
LVZ Inc
Michigan
$527K -$138K -2,385 -21%
FW
746
FirstPurpose Wealth
Utah
$523K +$129K +2,275 +33%
CT
747
Clearstead Trust
Maine
$523K
MF
748
Montis Financial
Massachusetts
$523K +$523K +9,036 New
CFP
749
Cascade Financial Partners
California
$520K +$520K +9,257 New
DWG
750
Darden Wealth Group
Michigan
$518K +$20.3K +350 +4%