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JPMorgan Equity Premium Income ETF

1,100 hedge funds and large institutions have $16.3B invested in JPMorgan Equity Premium Income ETF in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 576 increasing their positions, 337 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+27
Holders Change %
+2.52%
% of All Funds
15.91%
Holding in Top 10
124
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.33%
% of All Funds
1.79%
New
105
Increased
576
Reduced
337
Closed
66
Calls
$18.3M
Puts
$18.3M
Net Calls
+$5K
Net Calls Change
+$1.87M
Name Holding Trade Value Shares
Change
Shares
Change %
LA
776
Lifeworks Advisors
Michigan
$547K -$350K -5,873 -39%
TDC
777
Thompson Davis & Co
Virginia
$545K
KWM
778
Koa Wealth Management
California
$541K -$15K -252 -3%
CT
779
Clearstead Trust
Maine
$538K
PCS
780
Personal CFO Solutions
New Jersey
$538K -$36.1K -606 -6%
WOSD
781
WFA of San Diego
California
$530K -$37.8K -636 -7%
VF
782
VitalStone Financial
Texas
$525K -$394K -6,620 -43%
MPWS
783
McCarter Private Wealth Services
Massachusetts
$524K +$524K +8,799 New
LA
784
Latitude Advisors
Florida
$517K +$82.9K +1,393 +19%
CPP
785
Capasso Planning Partners
South Carolina
$515K +$116K +1,955 +29%
CCB
786
Cutter & Co Brokerage
Missouri
$515K +$3.15K +53 +0.6%
CHJWM
787
Carlton Hofferkamp & Jenks Wealth Management
Texas
$514K +$8.12K +139 +2%
SWA
788
Sax Wealth Advisors
New Jersey
$510K +$171K +2,878 +51%
NW
789
Naviter Wealth
Arkansas
$508K -$8.88M -149,157 -95%
IIA
790
IPG Investment Advisors
California
$506K +$93.4K +1,570 +23%
BBA
791
BLB&B Advisors
Pennsylvania
$502K -$145K -2,430 -22%
CT
792
Colonial Trust
South Carolina
$502K -$20.5K -344 -4%
PCA
793
Prosperity Capital Advisors
Ohio
$502K +$31.1K +522 +7%
SMF
794
Sterling Manor Financial
New York
$502K +$49.4K +830 +11%
AA
795
Acorns Advisers
California
$500K +$118K +1,986 +31%
SFG
796
Shum Financial Group
California
$500K +$500K +8,383 New
MSAM
797
Moloney Securities Asset Management
Missouri
$498K -$327K -5,496 -40%
CP
798
Capital Planning
Washington
$498K +$219K +3,680 +79%
CAG
799
Csenge Advisory Group
Florida
$494K +$119 +2 +0%
FAM
800
Formidable Asset Management
Ohio
$491K -$48.6K -817 -9%