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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 %
ACP
776
Arcus Capital Partners
Georgia
$459K +$123K +2,163 +36%
GPW
777
Gentry Private Wealth
Kansas
$458K +$458K +8,077 New
EW
778
Element Wealth
Mississippi
$458K -$11.9K -210 -3%
PPWM
779
Paragon Private Wealth Management
Kentucky
$451K -$38.4K -677 -8%
MPWT
780
MassMutual Private Wealth & Trust
Connecticut
$449K -$67.9K -1,198 -13%
PCA
781
Prosperity Capital Advisors
Ohio
$448K +$448K +7,908 New
AMG
782
Advisors Management Group
Wisconsin
$448K +$448K +7,897 New
MWM
783
Mattern Wealth Management
Kansas
$448K +$96.9K +1,710 +28%
TA
784
TFB Advisors
Kansas
$443K +$443K +7,815 New
TPWA
785
TRUE Private Wealth Advisors
Oregon
$443K +$37.7K +666 +9%
BFG
786
Berger Financial Group
Minnesota
$440K +$34.3K +605 +8%
TC
787
TownSquare Capital
Utah
$432K +$81.1K +1,431 +23%
SMF
788
Sterling Manor Financial
New York
$431K +$4.7K +83 +1%
TWP
789
Triad Wealth Partners
Kansas
$430K +$146K +2,567 +51%
CS
790
Cannell & Spears
New York
$425K
PFA
791
Pinnacle Family Advisors
Missouri
$422K -$39.9K -704 -9%
MSFS
792
Main Street Financial Solutions
Pennsylvania
$422K -$1.53K -27 -0.4%
STA
793
Summit Trail Advisors
New York
$418K +$418K +7,375 New
LA
794
Latitude Advisors
Florida
$414K +$1.47K +26 +0.4%
SI
795
SimpliFi Inc
California
$414K -$19.4K -343 -4%
LWM
796
Lakeridge Wealth Management
Ohio
$411K +$41.2K +727 +11%
MA
797
MAS Advisors
Florida
$402K +$402K +7,092 New
TWM
798
Tanglewood Wealth Management
Texas
$399K
JWWM
799
Johnson & White Wealth Management
Pennsylvania
$397K +$397K +7,002 New
IIA
800
IPG Investment Advisors
California
$393K -$68K -1,200 -15%