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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 %
TA
826
TFB Advisors
Kansas
$612K +$145K +2,525 +31%
AFA
827
American Financial Advisors
Georgia
$607K +$8.17K +142 +1%
LA
828
Latitude Advisors
Florida
$605K +$105K +1,821 +21%
BAM
829
BTS Asset Management
Massachusetts
$600K -$46.3K -804 -7%
MAWA
830
Moss Adams Wealth Advisors
Washington
$598K -$1.68K -29 -0.3%
AG
831
AlTi Global
New York
$596K +$233K +4,000 +64%
CRC
832
Curi RMB Capital
Illinois
$593K -$61.3K -1,065 -9%
ACA
833
Ascension Capital Advisors
Texas
$592K -$21.2K -369 -3%
LWM
834
LongView Wealth Management
Georgia
$587K +$587K +10,202 New
FRA
835
Frank Rimerman Advisors
California
$582K +$582K +10,108 New
NW
836
Naviter Wealth
Arkansas
$581K +$86.1K +1,486 +17%
TWP
837
Tempus Wealth Planning
California
$580K +$580K +10,089 New
ACA
838
American Capital Advisory
Idaho
$580K
FA
839
Fortis Advisors
Pennsylvania
$578K +$11.3K +196 +2%
AA
840
Argent Advisors
Louisiana
$577K +$21.5K +373 +4%
GCM
841
Generation Capital Management
New York
$576K +$576K +10,006 New
LSA
842
Lion Street Advisors
Texas
$570K -$28.8K -500 -5%
BWP
843
Balboa Wealth Partners
Arizona
$570K -$2.41M -41,950 -81%
BWM
844
BlackDiamond Wealth Management
New York
$569K -$1.15K -20 -0.2%
OAS
845
Optivise Advisory Services
Tennessee
$569K +$297K +5,169 +110%
PCA
846
Prosperity Capital Advisors
Ohio
$566K +$81.1K +1,409 +17%
KFI
847
Key Financial Inc
Pennsylvania
$564K
CP
848
Capital Planning
Washington
$563K +$78.8K +1,360 +16%
WLPWM
849
Walled Lake Planning & Wealth Management
Illinois
$562K -$9.09K -158 -2%
CFG
850
Chapman Financial Group
Hawaii
$558K +$558K +9,703 New