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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 %
SHGA
801
Sand Hill Global Advisors
California
$491K +$491K +8,251 New
SMH
802
Sanders Morris Harris
Texas
$490K
GAM
803
Grandview Asset Management
Pennsylvania
$484K +$111K +1,858 +30%
CGH
804
Crossmark Global Holdings
Texas
$483K
TA
805
TFB Advisors
Kansas
$482K +$17.3K +290 +4%
MWM
806
Mattern Wealth Management
Kansas
$480K +$10.4K +174 +2%
CB
807
Commerce Bank
Missouri
$474K +$201K +3,371 +73%
WCA
808
Westover Capital Advisors
Delaware
$472K +$223K +3,751 +90%
EW
809
Element Wealth
Mississippi
$472K -$8.75K -147 -2%
DC
810
DeDora Capital
California
$469K +$156K +2,625 +50%
CWA
811
Consilium Wealth Advisory
Texas
$468K -$3.68M -61,880 -89%
AFC
812
AFT Forsyth & Company
Florida
$467K +$63.6K +1,068 +16%
PPWM
813
Paragon Private Wealth Management
Kentucky
$466K -$6.78K -114 -1%
CWM
814
Congress Wealth Management
Massachusetts
$461K +$461K +7,748 New
LWM
815
Lakeridge Wealth Management
Ohio
$455K +$23.7K +399 +6%
MSFS
816
Main Street Financial Solutions
Pennsylvania
$453K +$9.82K +165 +2%
BFG
817
Berger Financial Group
Minnesota
$452K -$9.88K -166 -2%
PFA
818
Pinnacle Family Advisors
Missouri
$452K +$8.39K +141 +2%
MFG
819
Merit Financial Group
Georgia
$450K +$138K +2,311 +44%
CCT
820
Capital City Trust
Florida
$447K +$123K +2,065 +38%
CS
821
Cannell & Spears
New York
$446K
SI
822
SimpliFi Inc
California
$442K +$7.86K +132 +2%
ICM
823
IMS Capital Management
Oregon
$442K -$81.2K -1,364 -16%
RFA
824
Rollins Financial Advisors
New York
$440K +$120K +2,024 +38%
SWM
825
Sugarloaf Wealth Management
Georgia
$439K -$93.2K -1,566 -18%