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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 %
MWM
851
Mattern Wealth Management
Kansas
$556K +$92K +1,600 +20%
Legacy Financial Group (Iowa)
852
Legacy Financial Group (Iowa)
Iowa
$556K +$556K +9,662 New
CHJWM
853
Carlton Hofferkamp & Jenks Wealth Management
Texas
$550K +$31.4K +532 +6%
Qube Research & Technologies (QRT)
854
Qube Research & Technologies (QRT)
United Kingdom
$544K +$544K +9,457 New
MWP
855
Madison Wealth Partners
Wisconsin
$543K +$303K +5,267 +126%
SFWC
856
Strategic Family Wealth Counselors
New Jersey
$542K -$28.4K -494 -5%
PWM
857
Prentice Wealth Management
New York
$541K -$42.1K -732 -7%
EWM
858
Evercore Wealth Management
New York
$537K
ACS
859
Archford Capital Strategies
Illinois
$534K +$279K +4,842 +109%
MA
860
MONECO Advisors
Connecticut
$533K -$203K -3,525 -28%
CFP
861
Cascade Financial Partners
California
$533K +$58 +1 +0%
TC
862
Trust Company
Kansas
$531K -$314K -5,451 -37%
EWM
863
EPG Wealth Management
Georgia
$530K -$70.1K -1,218 -12%
CCAM
864
Cascades Capital Asset Management
North Carolina
$527K -$104K -1,801 -16%
DC
865
DeDora Capital
California
$525K +$71.5K +1,243 +16%
CCA
866
Cora Capital Advisors
New Jersey
$524K +$124K +2,150 +31%
TC
867
TFR Capital
Texas
$521K +$521K +9,059 New
SIC
868
Samalin Investment Counsel
New York
$516K -$56.6K -984 -10%
AA
869
Armis Advisers
Georgia
$515K +$515K +8,948 New
CCB
870
Cutter & Co Brokerage
Missouri
$512K +$14.4K +250 +3%
TWP
871
Triad Wealth Partners
Kansas
$511K +$511K +8,876 New
HZ
872
Hixon Zuercher
Ohio
$502K +$223K +3,872 +80%
CAM
873
Concorde Asset Management
Michigan
$500K +$225K +3,918 +82%
S
874
SignatureFD
Georgia
$495K -$552K -9,593 -53%
CPP
875
Capasso Planning Partners
South Carolina
$494K -$3.91K -68 -0.8%