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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 %
NA
726
Nautilus Advisors
California
$961K +$961K +16,706 New
BCP
727
Blue Chip Partners
Michigan
$953K -$10K -174 -1%
OP
728
ORG Partners
Indiana
$948K -$191K -3,309 -17%
NL
729
NVWM LLC
Pennsylvania
$943K +$87.6K +1,522 +10%
BCM
730
Brasada Capital Management
Texas
$942K -$55.9K -976 -6%
CMS
731
Capital Market Strategies
Florida
$939K +$28.5K +496 +3%
TMWM
732
Taylor & Morgan Wealth Management
Michigan
$936K -$196K -3,399 -17%
JWM
733
Jupiter Wealth Management
Colorado
$935K -$2.1M -36,432 -69%
LFA
734
LGT Financial Advisors
Texas
$921K +$12.4K +216 +1%
SFG
735
SNS Financial Group
Minnesota
$920K +$18.4K +318 +2%
AI
736
Auour Investments
Massachusetts
$917K -$163K -2,767 -15%
AAS
737
Annex Advisory Services
Wisconsin
$913K +$127K +2,199 +16%
ACP
738
Argyle Capital Partners
California
$911K +$911K +15,842 New
LWA
739
Lineweaver Wealth Advisors
Ohio
$904K -$30.8K -535 -3%
AFO
740
Arrowroot Family Office
California
$902K +$79.3K +1,379 +10%
BONH
741
Bank of New Hampshire
New Hampshire
$902K +$282K +4,900 +45%
SC
742
Sepio Capital
Utah
$902K -$6.04K -105 -0.7%
LWM
743
LJI Wealth Management
Indiana
$892K -$769K -13,363 -46%
LAM
744
Lewis Asset Management
California
$890K -$2.42K -42 -0.3%
SIM
745
Seaview Investment Managers
Florida
$886K +$340K +5,902 +62%
CRWM
746
Castle Rock Wealth Management
California
$885K -$156K -2,641 -15%
S4W
747
Solutions 4 Wealth
Texas
$878K +$16.5K +287 +2%
Betterment LLC
748
Betterment LLC
New York
$869K +$467K +8,125 +116%
IA
749
IAM Advisory
Pennsylvania
$865K +$7.08K +123 +0.8%
RA
750
Rockingstone Advisors
Massachusetts
$863K -$8.63K -150 -1%