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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 %
TSS
901
Two Sigma Securities
New York
$437K +$437K +7,603 New
WCM
902
Windsor Capital Management
Arizona
$435K +$435K +7,563 New
FWA
903
FSC Wealth Advisors
New York
$435K +$25.5K +443 +6%
WG
904
Welch Group
Alabama
$434K +$434K +7,496 New
JWBC
905
John W. Brooker & Co
California
$434K +$12.4K +216 +3%
SEP
906
Southland Equity Partners
Missouri
$433K +$19.6K +340 +5%
CS
907
Cannell & Spears
New York
$431K
LI
908
LVZ Inc
Michigan
$431K +$8.11K +141 +2%
CT
909
Clearstead Trust
Maine
$431K -$89.5K -1,555 -17%
HIS
910
Harvest Investment Services
Illinois
$429K +$148K +2,565 +52%
JBA
911
Johnson Bixby & Associates
Washington
$428K -$250K -4,345 -37%
WCM
912
Wealthcare Capital Management
Virginia
$427K -$674K -11,723 -61%
PG
913
Prostatis Group
Maryland
$427K -$159K -2,757 -27%
ML
914
McAdam LLC
Pennsylvania
$425K +$21.5K +373 +5%
WANY
915
Wealthspire Advisors (New York)
New York
$424K +$424K +7,373 New
PPWM
916
Paragon Private Wealth Management
Kentucky
$424K -$27.2K -473 -6%
AI
917
Accredited Investors
Minnesota
$422K
IWB
918
Innovative Wealth Building
Maryland
$422K +$422K +7,333 New
HW
919
Hancock Whitney
Mississippi
$415K +$170K +2,951 +69%
ICM
920
IMS Capital Management
Oregon
$411K -$15.6K -271 -4%
MW
921
Marks Wealth
Maryland
$410K -$27.9M -484,952 -99%
AWS
922
Aspen Wealth Strategies
Colorado
$410K +$194K +3,373 +90%
BBA
923
BLB&B Advisors
Pennsylvania
$410K -$75.4K -1,310 -16%
CCT
924
Capital City Trust
Florida
$409K -$23.9K -415 -6%
APW
925
Atlantic Private Wealth
North Carolina
$405K