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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 %
CIA
926
Choate Investment Advisors
Massachusetts
$207K +$207K +3,575 New
NL
927
Navalign LLC
California
$205K -$27.2K -471 -12%
CFG
928
Clayton Financial Group
Missouri
$205K +$205K +3,542 New
BCM
929
BluePath Capital Management
Georgia
$204K +$204K +3,523 New
DI
930
Disciplined Investments
Oklahoma
$203K +$203K +3,500 New
DA
931
DCM Advisors
New York
$202K +$202K +3,495 New
FA
932
Fiduciary Alliance
South Carolina
$202K +$202K +3,529 New
FP
933
Financial Perspectives
Minnesota
$196K +$12.3K +212 +7%
AWA
934
Alaska Wealth Advisors
Alaska
$195K
TCOV
935
Trust Company of Vermont
Vermont
$190K +$190K +3,288 New
DF
936
Dunhill Financial
United Kingdom
$180K -$163K -2,813 -48%
PTC
937
Private Trust Company
Ohio
$180K +$7.58K +131 +4%
HFS
938
HBC Financial Services
Washington
$176K -$10.5K -190 -6%
LTI
939
Laffer Tengler Investments
Tennessee
$170K -$527K -9,115 -76%
BBPWM
940
Blue Bell Private Wealth Management
Pennsylvania
$166K -$38.1K -658 -19%
PB
941
Pinnacle Bancorp
Nebraska
$162K +$162K +2,800 New
CAL
942
Capital Advisors Ltd
Ohio
$162K +$124K +2,148 +326%
ACA
943
American Capital Advisory
Idaho
$158K -$439K -8,037 -74%
SMA
944
Sage Mountain Advisors
Georgia
$158K -$27.7K -478 -15%
CFD
945
Creative Financial Designs
Indiana
$157K +$2.66K +46 +2%
APCM
946
Alaska Permanent Capital Management
Alaska
$156K +$156K +2,690 New
CWA
947
Core Wealth Advisors
Florida
$146K +$12.8K +221 +10%
CJ
948
Caitlin John
Michigan
$146K +$13.1K +227 +10%
WSC
949
Wellington Shields & Co
New York
$145K +$86.8K +1,500 +150%
Bessemer Group
950
Bessemer Group
New Jersey
$144K