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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 %
WMP
876
Wealth Management Partners
Arizona
$323K +$298 +5 +0.1%
KCIC
877
Kuhn & Co Investment Counsel
Illinois
$321K +$321K +5,400 New
PTP
878
Platform Technology Partners
New York
$319K +$55.3K +929 +21%
LPAM
879
Lodestar Private Asset Management
California
$317K
CFO
880
Collective Family Office
Pennsylvania
$316K -$573K -9,635 -64%
AWM
881
Avaii Wealth Management
Wisconsin
$315K -$1.63M -27,461 -84%
QCIG
882
Quad-Cities Investment Group
Iowa
$315K +$38.6K +649 +14%
CA
883
CGN Advisors
Kansas
$315K +$101K +1,694 +47%
CPIG
884
Chicago Partners Investment Group
Illinois
$312K -$189K -3,175 -38%
BFWM
885
Bright Futures Wealth Management
New York
$310K +$31K +524 +11%
DIA
886
Dana Investment Advisors
Wisconsin
$309K
CAM
887
Costello Asset Management
Pennsylvania
$308K +$308K +5,182 New
PM
888
Penbrook Management
New York
$306K
FNBT
889
FineMark National Bank & Trust
Florida
$306K
DFA
890
Davies Financial Advisors
California
$304K +$304K +5,106 New
EFG
891
Ethos Financial Group
Pennsylvania
$302K +$5.36K +90 +2%
BB
892
Bell Bank
North Dakota
$300K +$15.4K +258 +5%
PPW
893
Parcion Private Wealth
Washington
$299K -$17.1M -286,835 -98%
SCA
894
STALEY CAPITAL ADVISERS
Pennsylvania
$299K +$299K +5,021 New
Vontobel Holding
895
Vontobel Holding
Switzerland
$298K -$5.89K -99 -2%
AB
896
Atlas Brown
Kentucky
$297K +$5.54K +93 +2%
SIMC
897
Squire Investment Management Company
Utah
$297K
CCC
898
Chelsea Counsel Company
California
$296K
STA
899
Smith Thornton Advisors
Alabama
$295K +$11.9K +200 +4%
HIS
900
Harvest Investment Services
Illinois
$291K +$291K +4,890 New