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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 %
EWM
751
Evercore Wealth Management
New York
$529K
FT
752
Fiduciary Trust
Massachusetts
$529K
CFP
753
Cascade Financial Partners
California
$525K +$57 +1 +0%
TDC
754
Thompson Davis & Co
Virginia
$519K
DWG
755
Darden Wealth Group
Michigan
$519K +$11.3K +200 +2%
FAM
756
Formidable Asset Management
Ohio
$514K +$223K +3,929 +76%
SEP
757
Southland Equity Partners
Missouri
$513K -$32.8K -578 -6%
CT
758
Clearstead Trust
Maine
$513K
ICM
759
IMS Capital Management
Oregon
$508K -$38.7K -669 -7%
SWM
760
Sugarloaf Wealth Management
Georgia
$507K +$8.9K +157 +2%
JSL
761
JT Stratford LLC
Georgia
$507K +$39.1K +689 +8%
MA
762
Montag & Associates
Georgia
$505K +$1.42K +25 +0.3%
CT
763
Colonial Trust
South Carolina
$497K +$45.2K +797 +10%
CHJWM
764
Carlton Hofferkamp & Jenks Wealth Management
Texas
$494K +$35.5K +622 +8%
LI
765
LVZ Inc
Michigan
$493K -$23.2K -409 -4%
EFG
766
Embree Financial Group
Illinois
$489K +$140K +2,476 +40%
CCB
767
Cutter & Co Brokerage
Missouri
$487K +$6.97K +123 +1%
SWIM
768
Smallwood Wealth Investment Management
New Jersey
$484K +$2.49K +44 +0.5%
SFWC
769
Strategic Family Wealth Counselors
New Jersey
$481K +$123K +2,164 +34%
CPIG
770
Chicago Partners Investment Group
Illinois
$480K -$3.59K -63 -0.7%
PFP
771
Paragon Financial Partners
California
$471K +$7.09K +125 +2%
CAG
772
Csenge Advisory Group
Florida
$471K -$3.01M -53,165 -86%
SIC
773
Samalin Investment Counsel
New York
$467K +$850 +15 +0.2%
SMH
774
Sanders Morris Harris
Texas
$467K -$113K -2,000 -20%
CGH
775
Crossmark Global Holdings
Texas
$460K +$460K +8,123 New