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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 %
JIC
776
Joel Isaacson & Co
New York
$757K
TF
777
Tandem Financial
Colorado
$757K +$757K +13,064 New
FFG
778
Floyd Financial Group
Missouri
$751K +$751K +13,158 New
AA
779
Acorns Advisers
California
$749K +$265K +4,605 +55%
SFA
780
Souders Financial Advisors
Ohio
$742K -$177K -3,072 -19%
PWM
781
Palacios Wealth Management
Florida
$737K +$737K +12,683 New
AWM
782
Activest Wealth Management
Florida
$734K +$108K +1,879 +17%
CCA
783
Coign Capital Advisors
Utah
$733K +$733K +12,749 New
WN
784
Williams & Novak
California
$733K +$198K +3,440 +37%
TSWM
785
Tyler-Stone Wealth Management
Ohio
$732K
MW
786
Marcum Wealth
Ohio
$729K +$34.9K +607 +5%
AWAP
787
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$725K +$8.28K +144 +1%
SDH
788
Sloy Dahl & Holst
Washington
$723K +$484K +8,410 +203%
ACM
789
Aurdan Capital Management
Pennsylvania
$717K +$717K +12,460 New
LWL
790
Leo Wealth LLC
Texas
$716K +$5.81K +101 +0.8%
WSCM
791
Wellington Shields Capital Management
New York
$714K +$115 +2 +0%
BMWM
792
Brown Miller Wealth Management
Virginia
$712K +$132K +2,303 +23%
NWM
793
Napa Wealth Management
California
$710K +$483K +8,402 +213%
KIM
794
Kestra Investment Management
Texas
$708K +$95.3K +1,656 +16%
MWM
795
Mascoma Wealth Management
New Hampshire
$707K -$65.9K -1,146 -9%
PVI
796
Pine Valley Investments
New Jersey
$701K +$312K +5,401 +80%
AMM
797
American Money Management
California
$695K +$54.6K +949 +9%
AFP
798
Alpha Financial Partners
Kentucky
$694K -$2.74M -47,593 -80%
PCS
799
Personal CFO Solutions
New Jersey
$688K +$168K +2,925 +32%
QWM
800
Quadcap Wealth Management
Texas
$687K +$110K +1,904 +19%