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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 %
CA
901
Carson Advisory
Georgia
$239K -$25.6K -442 -10%
ML
902
McAdam LLC
Pennsylvania
$239K -$22.2K -383 -9%
FFG
903
Fortem Financial Group
California
$236K
JLBC
904
J.L. Bainbridge & Co
Florida
$236K +$236K +4,076 New
CFS
905
CRA Financial Services
New Jersey
$235K -$17.9K -310 -7%
MSRI
906
Michael S. Ryan Inc
New York
$231K +$231K +4,000 New
GS
907
GTS Securities
New York
$231K +$231K +4,000 New
AT
908
Arden Trust
Delaware
$230K -$1.5K -26 -0.7%
BTWM
909
Baker Tilly Wealth Management
Wisconsin
$229K +$229K +3,950 New
S
910
Sachetta
Massachusetts
$221K
AA
911
Advisory Alpha
Michigan
$220K -$31.3K -541 -12%
SAM
912
Seelaus Asset Management
New Jersey
$220K -$136K -2,350 -38%
CWM
913
Congress Wealth Management
Massachusetts
$220K -$5.15K -89 -2%
MIM
914
Macroview Investment Management
Maryland
$219K
OCM
915
Objective Capital Management
Ohio
$219K +$219K +3,778 New
RFA
916
Rollins Financial Advisors
New York
$218K +$218K +3,775 New
AA
917
Acorns Advisers
California
$218K +$218K +3,773 New
WFG
918
Wills Financial Group
Virginia
$217K
XF
919
XML Financial
Maryland
$216K +$216K +3,733 New
TIA
920
Tiemann Investment Advisors
California
$216K +$11.6K +200 +6%
PMSA
921
Patrick M. Sweeney & Associates
Illinois
$215K +$215K +3,716 New
CPA
922
Clear Point Advisors
New York
$214K +$3.76K +65 +2%
QCIG
923
Quad-Cities Investment Group
Iowa
$214K +$1.62K +28 +0.8%
GEA
924
Glen Eagle Advisors
New Jersey
$212K +$172K +2,979 +434%
BFP
925
Beacon Financial Planning
Massachusetts
$211K +$211K +3,644 New