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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 %
WLPWM
776
Walled Lake Planning & Wealth Management
Illinois
$470K +$4.63K +80 +1%
CBFP
777
Cedar Brook Financial Partners
Ohio
$468K +$85.8K +1,482 +22%
SIM
778
Seaview Investment Managers
Florida
$466K +$466K +8,052 New
RPSA
779
Richard P. Slaughter Associates
Texas
$464K -$14.1M -243,258 -97%
CT
780
Colonial Trust
South Carolina
$462K +$79.6K +1,375 +21%
AA
781
AlphaMark Advisors
Kentucky
$460K +$52.2K +902 +13%
KFI
782
Key Financial Inc
Pennsylvania
$458K -$3.18K -55 -0.7%
AFM
783
Armstrong Fleming & Moore
District of Columbia
$456K +$456K +7,885 New
CHJWM
784
Carlton Hofferkamp & Jenks Wealth Management
Texas
$451K +$3.37K +60 +0.8%
SI
785
SimpliFi Inc
California
$442K +$43.3K +749 +11%
P
786
&Partners
Tennessee
$438K -$681K -11,772 -61%
WA
787
WESPAC Advisors
California
$436K -$22.5K -389 -5%
SMF
788
Sterling Manor Financial
New York
$435K +$49.1K +848 +13%
CS
789
Cannell & Spears
New York
$434K +$434K +7,500 New
CRC
790
Curi RMB Capital
Illinois
$433K +$433K +7,482 New
TWP
791
Tempus Wealth Planning
California
$433K -$28.4K -490 -6%
MSFS
792
Main Street Financial Solutions
Pennsylvania
$433K +$71K +1,227 +20%
AWM
793
Activest Wealth Management
Florida
$429K +$374K +6,465 +687%
WWG
794
West Wealth Group
California
$422K +$422K +7,290 New
LA
795
Latitude Advisors
Florida
$421K -$959K -16,577 -70%
BFG
796
Berger Financial Group
Minnesota
$414K +$116 +2 +0%
TPWA
797
TRUE Private Wealth Advisors
Oregon
$413K +$20.3K +351 +5%
PJSIMP
798
P.J. Schmidt Investment Management (PJS)
Wisconsin
$409K +$61.4K +1,061 +18%
AWS
799
Aspen Wealth Strategies
Colorado
$408K +$136K +2,351 +50%
TWM
800
Tanglewood Wealth Management
Texas
$407K