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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 %
NF
901
Nvest Financial
New Hampshire
$289K +$72.8K +1,223 +34%
HZ
902
Hixon Zuercher
Ohio
$289K -$28.6K -480 -9%
BAM
903
BOS Asset Management
Illinois
$286K -$13.4K -226 -4%
HCM
904
Hilton Capital Management
New York
$286K +$286K +4,805 New
WFPG
905
Waller Financial Planning Group
Ohio
$284K -$9.11K -153 -3%
CAM
906
Concorde Asset Management
Michigan
$284K +$284K +4,765 New
OAS
907
Optivise Advisory Services
Tennessee
$281K +$281K +4,715 New
RWP
908
Reliant Wealth Planning
Kentucky
$280K -$5.59K -94 -2%
RAS
909
RPS Advisory Solutions
Kentucky
$280K -$12K -201 -4%
EAM
910
Empirical Asset Management
Massachusetts
$278K +$10.7K +179 +4%
I2I
911
Insight 2811 Inc
Illinois
$277K +$16.1K +270 +6%
MWM
912
MGB Wealth Management
Texas
$276K -$5.36K -90 -2%
HI
913
Hudock Inc
Pennsylvania
$274K +$11.8K +199 +5%
SWA
914
Strategies Wealth Advisors
Michigan
$274K +$4.82K +81 +2%
SW
915
Solidarity Wealth
Utah
$274K +$57.8K +972 +27%
BL
916
BFSG LLC
California
$273K
RWM
917
RBA Wealth Management
California
$272K +$1.9K +32 +0.7%
CPA
918
Clear Point Advisors
New York
$271K +$48.3K +812 +22%
FFA
919
Florida Financial Advisors
Florida
$271K +$23.9K +402 +10%
CIC
920
Chilton Investment Company
Connecticut
$269K +$269K +4,523 New
CWA
921
Clarus Wealth Advisors
Arizona
$267K -$4.18K -71 -2%
VAG
922
VisionPoint Advisory Group
Texas
$267K +$29.7K +499 +13%
SCG
923
Sonata Capital Group
Washington
$265K +$298 +5 +0.1%
ACS
924
Archford Capital Strategies
Illinois
$265K -$42.3K -709 -14%
MHR
925
Matthew Hamilton Rosenberg
$264K +$264K +4,430 New