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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 %
WSFS
801
Wilmington Savings Fund Society
Delaware
$683K -$10.1K -175 -1%
SWR
802
Spahn Wealth & Retirement
Arizona
$679K +$679K +11,810 New
AWM
803
Accel Wealth Management
Iowa
$679K -$103K -1,792 -13%
SWIM
804
Smallwood Wealth Investment Management
New Jersey
$676K +$113K +1,965 +20%
CPRC
805
Consolidated Portfolio Review Corp
New York
$672K +$467K +8,121 +229%
CG
806
Caprock Group
Idaho
$670K -$61.6K -1,064 -8%
TC
807
TownSquare Capital
Utah
$667K -$30.9K -537 -4%
FT
808
Fiduciary Trust
Massachusetts
$664K -$113K -1,961 -15%
CWM
809
Congress Wealth Management
Massachusetts
$663K +$218K +3,782 +49%
MMCM
810
Murphy & Mullick Capital Management
New York
$663K +$663K +11,454 New
MA
811
Montag & Associates
Georgia
$662K +$13.9K +240 +2%
MAMG
812
Milestone Asset Management Group
Connecticut
$659K +$659K +11,460 New
IIA
813
IPG Investment Advisors
California
$659K +$167K +2,883 +34%
MWM
814
Mascagni Wealth Management
Mississippi
$656K +$656K +11,474 New
SA
815
Skyline Advisors
Washington
$653K +$653K +11,356 New
OCM
816
One Capital Management
California
$649K
CFP
817
Comprehensive Financial Planning
Pennsylvania
$644K +$644K +11,189 New
VCM
818
Vivaldi Capital Management
Illinois
$638K +$638K +10,755 New
MAM
819
Morse Asset Management
Connecticut
$636K -$130K -2,261 -17%
CLA
820
Carnegie Lake Advisors
New Jersey
$630K -$62.7K -1,090 -9%
AFM
821
Armstrong Fleming & Moore
District of Columbia
$628K +$24.4K +424 +4%
CFA
822
Capstone Financial Advisors
Illinois
$626K +$48K +834 +8%
FWM
823
Fortress Wealth Management
California
$625K +$8.23K +143 +1%
FFWM
824
Future Financial Wealth Management
Ohio
$613K -$3.28K -57 -0.5%
OC
825
Optima Capital
Oregon
$612K +$612K +10,575 New