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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 %
B
926
Bailard
California
$263K +$263K +4,425 New
LMKC
927
L.M. Kohn & Company
Ohio
$262K +$476 +8 +0.2%
EMAM
928
Encompass More Asset Management
California
$261K +$261K +4,393 New
TPW
929
Talon Private Wealth
Florida
$260K +$260K +4,375 New
GCM
930
Gallacher Capital Management
Colorado
$260K +$41.4K +695 +19%
TYCC
931
Texas Yale Capital Corp
Florida
$259K +$8.93K +150 +4%
FBT
932
First Bankers Trust
Kentucky
$259K -$6.84K -115 -3%
HW
933
Hancock Whitney
Mississippi
$254K +$254K +4,266 New
SIA
934
Soltis Investment Advisors
Utah
$254K +$254K +4,262 New
JLBC
935
J.L. Bainbridge & Co
Florida
$253K +$13.6K +229 +6%
OWA
936
Outlook Wealth Advisors
Texas
$253K -$48K -806 -16%
CA
937
Carson Advisory
Georgia
$253K +$3.33K +56 +1%
NGA
938
Naples Global Advisors
Florida
$252K -$11.9K -200 -5%
AIA
939
Arbor Investment Advisors
North Carolina
$248K +$248K +4,173 New
MWP
940
Madison Wealth Partners
Wisconsin
$248K +$248K +4,173 New
SDH
941
Sloy Dahl & Holst
Washington
$247K +$247K +4,150 New
LA
942
Lane & Associates
New Jersey
$246K +$246K +4,129 New
TAM
943
Titleist Asset Management
Texas
$245K +$245K +4,109 New
FFG
944
Fortem Financial Group
California
$243K
FIC
945
Family Investment Center
Missouri
$241K -$60 -1 -0%
CB
946
Chris Bulman
California
$241K +$69.6K +1,169 +41%
GLR
947
Great Lakes Retirement
Ohio
$236K
RCAG
948
Rehmann Capital Advisory Group
Michigan
$236K +$3.1K +52 +1%
WFG
949
Wills Financial Group
Virginia
$235K
NWM
950
Napa Wealth Management
California
$235K +$235K +3,945 New