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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 %
ZB
751
Zions Bancorporation
Utah
$863K +$863K +15,000 New
SFB
752
STAR Financial Bank
Indiana
$856K +$293K +5,085 +52%
LSA
753
L & S Advisors
California
$853K +$90.2K +1,568 +12%
CCIA
754
Cherry Creek Investment Advisors
Colorado
$851K +$16.5K +287 +2%
NCM
755
Novare Capital Management
North Carolina
$847K -$37.4K -650 -4%
III
756
Independent Investors Inc
New York
$830K
TW
757
TritonPoint Wealth
Maryland
$821K +$54.4K +939 +7%
MAG
758
MRA Advisory Group
New Jersey
$816K +$84.2K +1,464 +12%
SW
759
Simplicity Wealth
New Jersey
$816K -$48.8K -848 -6%
DWG
760
Darden Wealth Group
Michigan
$814K +$77.7K +1,350 +11%
JSL
761
JT Stratford LLC
Georgia
$814K -$331K -5,748 -29%
IAP
762
Indie Asset Partners
Indiana
$813K +$15.5K +270 +2%
CAL
763
Capital Advisors Ltd
Ohio
$802K +$237K +4,127 +42%
TP
764
Tranquility Partners
Tennessee
$797K -$75.8K -1,294 -9%
DPI
765
Diversified Portfolios Inc
Michigan
$797K +$22.3K +388 +3%
GAM
766
Grandview Asset Management
Pennsylvania
$793K +$325K +5,655 +70%
WB
767
West Bancorporation
Iowa
$790K
CAM
768
Columbia Asset Management
Michigan
$784K -$6.04K -105 -0.8%
CAM
769
CPA Asset Management
Florida
$783K -$23.7K -412 -3%
KIM
770
Kane Investment Management
California
$783K +$783K +13,614 New
TDC
771
Thompson Davis & Co
Virginia
$768K +$242K +4,200 +46%
IBOK
772
Independence Bank of Kentucky
Kentucky
$765K
IAA
773
Independent Advisor Alliance
North Carolina
$763K -$75.2K -1,307 -9%
CPA
774
Cathy Pareto & Associates
Florida
$761K +$761K +13,222 New
TL
775
Tradewinds LLC
North Carolina
$760K +$88.6K +1,499 +13%