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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 %
FPWM
801
FSB Premier Wealth Management
Iowa
$405K +$90.1K +1,557 +29%
1WM
802
1900 Wealth Management
Texas
$392K -$24K -414 -6%
KeyBank National Association
803
KeyBank National Association
Ohio
$389K +$67.7K +1,170 +21%
Kovitz Investment Group Partners
804
Kovitz Investment Group Partners
Illinois
$387K +$387K +6,686 New
FWA
805
FSC Wealth Advisors
New York
$381K +$168K +2,906 +79%
APW
806
Atlantic Private Wealth
North Carolina
$379K
LWM
807
Lakeridge Wealth Management
Ohio
$377K +$377K +6,518 New
SYBT
808
Stock Yards Bank & Trust
Kentucky
$377K +$145K +2,500 +62%
LFA
809
LGT Financial Advisors
Texas
$375K -$16.1K -278 -4%
Legacy Financial Group (Iowa)
810
Legacy Financial Group (Iowa)
Iowa
$375K +$375K +6,486 New
EWM
811
Endowment Wealth Management
Wisconsin
$370K -$22.8K -394 -6%
AG
812
AlTi Global
New York
$368K +$368K +6,361 New
SFWC
813
Strategic Family Wealth Counselors
New Jersey
$366K +$62.7K +1,084 +21%
TWP
814
Tyche Wealth Partners
Texas
$365K -$4.75K -82 -1%
DFG
815
Delta Financial Group
New Jersey
$363K +$363K +6,272 New
AA
816
Argent Advisors
Louisiana
$363K -$23.1K -400 -6%
WAM
817
Weatherly Asset Management
California
$359K +$359K +6,205 New
TC
818
TownSquare Capital
Utah
$358K +$86.7K +1,499 +32%
MWM
819
Mattern Wealth Management
Kansas
$358K +$358K +6,188 New
EFG
820
Embree Financial Group
Illinois
$356K -$145K -2,514 -29%
LSIA
821
LaSalle St. Investment Advisors
Illinois
$350K -$96.6K -1,673 -22%
PVI
822
Pine Valley Investments
New Jersey
$347K +$347K +5,997 New
TC
823
TAGStone Capital
North Carolina
$345K +$6.24K +108 +2%
ACP
824
Arcus Capital Partners
Georgia
$344K +$146K +2,528 +74%
CA
825
CoreCap Advisors
Michigan
$340K +$340K +5,884 New