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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 %
Northern Trust
726
Northern Trust
Illinois
$611K -$1.15M -20,213 -65%
OCM
727
One Capital Management
California
$605K +$605K +10,681 New
VT
728
Vise Technologies
New York
$605K -$123K -2,177 -17%
Bessemer Group
729
Bessemer Group
New Jersey
$602K +$461K +8,121 +326%
ACA
730
American Capital Advisory
Idaho
$601K +$442K +8,037 +278%
AFM
731
Armstrong Fleming & Moore
District of Columbia
$595K +$148K +2,607 +33%
LSA
732
Lion Street Advisors
Texas
$590K
LFA
733
LGT Financial Advisors
Texas
$587K +$219K +3,869 +60%
EWM
734
EPG Wealth Management
Georgia
$585K -$1.36M -23,489 Closed
BRA
735
Biechele Royce Advisors
Indiana
$584K
DFG
736
Delta Financial Group
New Jersey
$584K +$229K +4,038 +64%
CWA
737
Canvas Wealth Advisors
Kansas
$582K +$75.6K +1,326 +15%
FFWM
738
Future Financial Wealth Management
Ohio
$579K +$307K +5,415 +113%
TL
739
Tradewinds LLC
North Carolina
$576K +$576K +10,161 New
SAS
740
Sage Advisory Services
Texas
$564K -$214K -3,771 -27%
CFA
741
Capstone Financial Advisors
Illinois
$559K +$10.1K +178 +2%
PG
742
Prostatis Group
Maryland
$559K -$32.6K -576 -6%
WLPWM
743
Walled Lake Planning & Wealth Management
Illinois
$556K +$95.7K +1,689 +21%
BWM
744
BlackDiamond Wealth Management
New York
$551K -$516K -9,185 -48%
PCS
745
Personal CFO Solutions
New Jersey
$547K -$28.7K -506 -5%
KFI
746
Key Financial Inc
Pennsylvania
$544K +$95.4K +1,683 +21%
WOSD
747
WFA of San Diego
California
$541K +$541K +9,540 New
CRC
748
Curi RMB Capital
Illinois
$538K +$114K +2,015 +27%
ATS
749
Ashton Thomas Securities
New York
$530K +$530K +9,440 New
KWM
750
Koa Wealth Management
California
$530K +$22.6K +398 +4%