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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 %
WAM
851
Weatherly Asset Management
California
$377K
WP
852
WealthPLAN Partners
Nebraska
$374K +$40.6K +682 +12%
APA
853
Astoria Portfolio Advisors
New York
$374K +$12.1K +204 +3%
AG
854
AlTi Global
New York
$372K
SFA
855
Sequoia Financial Advisors
Ohio
$372K -$579K -9,737 -61%
JWA
856
JFS Wealth Advisors
Pennsylvania
$368K +$120K +2,023 +49%
TC
857
TAGStone Capital
North Carolina
$368K +$6.54K +110 +2%
OCM
858
Objective Capital Management
Ohio
$368K +$368K +6,181 New
BRG
859
Bay Rivers Group
Virginia
$364K +$3.57K +60 +1%
WWG
860
West Wealth Group
California
$358K -$12.7K -213 -3%
PMSA
861
Patrick M. Sweeney & Associates
Illinois
$355K +$49.3K +829 +16%
FPCP
862
Fort Point Capital Partners
California
$355K +$50.7K +852 +17%
HSWM
863
Hubbell Strickland Wealth Management
Louisiana
$354K +$5.65K +95 +2%
ACM
864
AlphaStar Capital Management
North Carolina
$350K -$602K -10,114 -63%
WB
865
WesBanco Bank
West Virginia
$348K +$41.7K +700 +14%
CA
866
CoreCap Advisors
Michigan
$347K -$1.73K -29 -0.5%
EWM
867
Endowment Wealth Management
Wisconsin
$345K -$23.3K -392 -6%
RWM
868
Ritholtz Wealth Management
New York
$342K -$473K -7,949 -58%
TWP
869
Tyche Wealth Partners
Texas
$337K -$39.5K -664 -11%
PJSIMP
870
P.J. Schmidt Investment Management (PJS)
Wisconsin
$337K -$52.7K -885 -14%
CFS
871
CRA Financial Services
New Jersey
$332K +$5.95K +100 +2%
REMPR
872
Roof Eidam Maycock Peralta (REMP)
California
$327K
FIM
873
Fernwood Investment Management
Massachusetts
$326K -$329K -5,536 -50%
XF
874
XML Financial
Maryland
$326K +$43.1K +725 +15%
WAS
875
Winch Advisory Services
Wisconsin
$324K +$7.5K +126 +2%