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JPMorgan Equity Premium Income ETF

1,073 hedge funds and large institutions have $14.9B invested in JPMorgan Equity Premium Income ETF in 2024 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 581 increasing their positions, 298 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,073
Holders Change
+30
Holders Change %
+2.88%
% of All Funds
15.61%
Holding in Top 10
120
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-15.49%
% of All Funds
1.75%
New
116
Increased
581
Reduced
298
Closed
66
Calls
$16.1M
Puts
$17.9M
Net Calls
-$1.87M
Net Calls Change
+$3.66M
Name Holding Trade Value Shares
Change
Shares
Change %
SIMC
876
Squire Investment Management Company
Utah
$283K +$19.8K +350 +8%
CCC
877
Chelsea Counsel Company
California
$282K
EFG
878
Ethos Financial Group
Pennsylvania
$282K +$9.68K +171 +4%
OPCM
879
Osborne Partners Capital Management
California
$281K +$281K +4,955 New
WFPG
880
Waller Financial Planning Group
Ohio
$279K +$44K +776 +19%
RAS
881
RPS Advisory Solutions
Kentucky
$278K +$278K +4,899 New
AB
882
Atlas Brown
Kentucky
$277K +$31.2K +550 +13%
SC
883
Savant Capital
Illinois
$273K +$273K +4,815 New
RWP
884
Reliant Wealth Planning
Kentucky
$272K +$272K +4,807 New
BB
885
Bell Bank
North Dakota
$271K +$27.9K +492 +11%
STA
886
Smith Thornton Advisors
Alabama
$270K +$270K +4,756 New
XF
887
XML Financial
Maryland
$269K +$57.6K +1,017 +27%
MWM
888
MGB Wealth Management
Texas
$269K
BFWM
889
Bright Futures Wealth Management
New York
$266K +$620 +11 +0.2%
CP
890
Capital Planning
Washington
$265K
TIM
891
Tortoise Investment Management
New York
$264K +$567 +10 +0.2%
QCIG
892
Quad-Cities Investment Group
Iowa
$264K +$53.8K +949 +26%
LSIA
893
LaSalle St. Investment Advisors
Illinois
$263K -$80.6K -1,422 -23%
LFA
894
Laraway Financial Advisors
Minnesota
$262K
FAG
895
Fortitude Advisory Group
Washington
$262K -$271K -4,786 -51%
CB
896
Commerce Bank
Missouri
$260K +$260K +4,590 New
BL
897
BFSG LLC
California
$260K +$20.1K +355 +8%
CWA
898
Clarus Wealth Advisors
Arizona
$259K +$4.39K +78 +2%
ML
899
McAdam LLC
Pennsylvania
$258K +$24.5K +433 +11%
MWA
900
MN Wealth Advisors
Kansas
$257K +$257K +4,540 New