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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 %
AFC
876
AFT Forsyth & Company
Florida
$494K +$42.5K +738 +9%
SMF
877
Sterling Manor Financial
New York
$488K +$3.22K +56 +0.7%
CT
878
Colonial Trust
South Carolina
$485K
SFG
879
Shum Financial Group
California
$484K -$347 -6 -0.1%
SMH
880
Sanders Morris Harris
Texas
$479K
FPL
881
Fortress Private Ledger
North Carolina
$476K +$476K +8,268 New
JSW
882
Journey Strategic Wealth
New Jersey
$470K +$470K +8,171 New
CAG
883
Csenge Advisory Group
Florida
$468K -$10K -174 -2%
CGH
884
Crossmark Global Holdings
Texas
$467K
MPWS
885
McCarter Private Wealth Services
Massachusetts
$464K -$42.6K -741 -8%
BW
886
Bison Wealth
Georgia
$463K -$531K -9,232 -53%
BFG
887
Berger Financial Group
Minnesota
$461K +$24K +417 +5%
SL
888
Sentinus LLC
Illinois
$454K +$104K +1,803 +30%
PFA
889
Pinnacle Family Advisors
Missouri
$454K +$17K +296 +4%
FAM
890
Formidable Asset Management
Ohio
$454K -$20.9K -364 -4%
CWA
891
Consilium Wealth Advisory
Texas
$453K
LWM
892
Lakeridge Wealth Management
Ohio
$452K +$11.9K +206 +3%
RFA
893
Rollins Financial Advisors
New York
$450K +$24.6K +427 +6%
CB
894
Commerce Bank
Missouri
$449K -$8.75K -152 -2%
PW
895
Potentia Wealth
California
$447K +$447K +7,766 New
TWM
896
TCFG Wealth Management
California
$441K +$43.1K +750 +11%
CWA
897
Canvas Wealth Advisors
Kansas
$441K -$193K -3,331 -30%
BRG
898
Bay Rivers Group
Virginia
$439K +$87.3K +1,517 +25%
RWM
899
Ritholtz Wealth Management
New York
$439K +$108K +1,885 +33%
CCA
900
Corps Capital Advisors
Texas
$439K +$439K +7,630 New