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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 %
AA
801
AlphaMark Advisors
Kentucky
$386K -$64.6K -1,140 -14%
AFC
802
AFT Forsyth & Company
Florida
$385K +$94.3K +1,663 +32%
FWA
803
FSC Wealth Advisors
New York
$384K +$10.7K +188 +3%
KeyBank National Association
804
KeyBank National Association
Ohio
$383K +$1.7K +30 +0.4%
1WM
805
1900 Wealth Management
Texas
$382K -$1.64K -29 -0.4%
PVI
806
Pine Valley Investments
New Jersey
$382K +$41.8K +738 +12%
FGAM
807
Financial Gravity Asset Management
Texas
$382K +$382K +6,735 New
CPP
808
Capasso Planning Partners
South Carolina
$380K +$380K +6,707 New
HNB
809
Huntington National Bank
Ohio
$376K -$52.5K
EP
810
Edgestream Partners
New Jersey
$375K +$375K +6,617 New
SYBT
811
Stock Yards Bank & Trust
Kentucky
$374K +$4.99K +88 +1%
FA
812
Fortis Advisors
Pennsylvania
$374K +$374K +6,601 New
PJSIMP
813
P.J. Schmidt Investment Management (PJS)
Wisconsin
$371K -$29.9K -528 -7%
APW
814
Atlantic Private Wealth
North Carolina
$371K
AA
815
Acorns Advisers
California
$364K +$150K +2,649 +70%
JWBC
816
John W. Brooker & Co
California
$362K +$29.4K +518 +9%
AA
817
Argent Advisors
Louisiana
$360K +$4.99K +88 +1%
3IP
818
3Chopt Investment Partners
Virginia
$360K +$360K +6,347 New
WAM
819
Weatherly Asset Management
California
$359K +$7.09K +125 +2%
TWP
820
Tyche Wealth Partners
Texas
$358K +$1.25K +22 +0.3%
FCA
821
Fortis Capital Advisors
Kansas
$357K +$104K +1,841 +41%
GAM
822
Grandview Asset Management
Pennsylvania
$356K +$90.2K +1,590 +34%
AG
823
AlTi Global
New York
$354K -$6.52K -115 -2%
WWG
824
West Wealth Group
California
$353K -$60.3K -1,064 -15%
EWM
825
Endowment Wealth Management
Wisconsin
$351K -$11.1K -195 -3%