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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 %
JWBC
826
John W. Brooker & Co
California
$340K -$41K -708 -11%
BONH
827
Bank of New Hampshire
New Hampshire
$340K +$57.9K +1,000 +21%
LAM
828
LifePro Asset Management
California
$335K +$12.7K +219 +4%
HSWM
829
Hubbell Strickland Wealth Management
Louisiana
$333K -$8.62K -149 -3%
CAM
830
Columbia Asset Management
Michigan
$330K
VF
831
VitalStone Financial
Texas
$330K +$158K +2,734 +92%
DC
832
Defender Capital
North Carolina
$325K
DIA
833
Dana Investment Advisors
Wisconsin
$324K -$19.2K -332 -6%
OWA
834
Outlook Wealth Advisors
Texas
$322K -$8.04K -139 -2%
REMPR
835
Roof Eidam Maycock Peralta (REMP)
California
$318K
CCT
836
Capital City Trust
Florida
$316K
PHWM
837
Pine Harbor Wealth Management
Maryland
$313K +$20.3K +351 +7%
FFA
838
Florida Financial Advisors
Florida
$312K +$312K +5,400 New
FA
839
FDx Advisors
Illinois
$311K -$7.13M -123,372 -96%
LWL
840
Leo Wealth LLC
Texas
$304K
Vontobel Holding
841
Vontobel Holding
Switzerland
$303K -$204K -3,520 -40%
CCG
842
Capital CS Group
California
$302K +$302K +5,220 New
PM
843
Penbrook Management
New York
$298K +$11.6K +200 +4%
HZ
844
Hixon Zuercher
Ohio
$298K +$4.92K +85 +2%
ACS
845
Archford Capital Strategies
Illinois
$297K +$297K +5,141 New
FAM
846
Formidable Asset Management
Ohio
$297K +$17.1K +295 +6%
AFC
847
AFT Forsyth & Company
Florida
$296K +$21.2K +367 +8%
Betterment LLC
848
Betterment LLC
New York
$296K +$36.9K +639 +14%
FPCP
849
Fort Point Capital Partners
California
$294K +$294K +5,079 New
BAM
850
BOS Asset Management
Illinois
$293K +$1.97K +34 +0.7%