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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 %
FF
876
Fluent Financial
Texas
$258K +$10.5K +181 +4%
FCA
877
Fortis Capital Advisors
Kansas
$258K +$258K +4,463 New
CWA
878
Clarus Wealth Advisors
Arizona
$257K -$2.21K -39 -0.9%
TSWM
879
Tyler-Stone Wealth Management
Ohio
$257K +$114K +1,969 +80%
SW
880
Solidarity Wealth
Utah
$256K +$42.5K +734 +20%
KWS
881
Keystone Wealth Services
California
$255K +$22K +380 +9%
SPA
882
Sentinel Pension Advisors
Massachusetts
$255K +$17.8K +307 +7%
ACM
883
Academy Capital Management
Texas
$255K
ACM
884
Avalon Capital Management
California
$252K -$9.55K -165 -4%
AB
885
Atlas Brown
Kentucky
$251K -$521 -9 -0.2%
WB
886
WesBanco Bank
West Virginia
$250K +$250K +4,325 New
DC
887
DeDora Capital
California
$249K +$249K +4,297 New
SAI
888
Savvy Advisors Inc
New York
$248K +$22.4K +387 +10%
BB
889
Bell Bank
North Dakota
$248K +$24K +414 +11%
WCA
890
Westover Capital Advisors
Delaware
$248K +$19.5K +337 +9%
FNBT
891
FineMark National Bank & Trust
Florida
$248K +$248K +4,283 New
BRG
892
Bay Rivers Group
Virginia
$248K +$28.4K +490 +13%
M&T Bank
893
M&T Bank
New York
$247K +$247K +4,271 New
EBA
894
Eagle Bay Advisors
New York
$246K +$58.6K +1,013 +31%
BL
895
BFSG LLC
California
$245K -$7.12K -123 -3%
VC
896
Veracity Capital
Georgia
$243K +$4.28K +74 +2%
FHA
897
First Horizon Advisors
Tennessee
$241K +$116K +2,005 +92%
WFPG
898
Waller Financial Planning Group
Ohio
$240K +$240K +4,148 New
BBI
899
Baxter Bros Inc
Connecticut
$240K +$240K +4,142 New
RG
900
Retirement Group
California
$239K +$53.8K +930 +29%