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JPMorgan Equity Premium Income ETF

993 hedge funds and large institutions have $15.4B invested in JPMorgan Equity Premium Income ETF in 2023 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 467 increasing their positions, 284 reducing their positions, and 57 closing their positions.

Holders
993
Holders Change
+106
Holders Change %
+11.95%
% of All Funds
14.56%
Holding in Top 10
137
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.74%
% of All Funds
2.01%
New
176
Increased
467
Reduced
284
Closed
57
Calls
$18.9M
Puts
$36.6M
Net Calls
-$17.6M
Net Calls Change
-$41.8M
Name Market Value Shares Shares
Change
Shares
Change %
HWM
951
HighMark Wealth Management
Minnesota
$22.2K 403 +403 New
AWM
952
Angeles Wealth Management
California
$22K 400 +400 New
FRA
953
Front Row Advisors
California
$21.3K 385
AAM
954
Advisors Asset Management
Colorado
$19.2K 350
WTC
955
WhitTier Trust Company
Nevada
$19.2K 349 +349 New
RMC
956
Resources Management Corp
Connecticut
$19K 350
OIA
957
Optimum Investment Advisors
Illinois
$16.5K 300
DFA
958
DHJJ Financial Advisors
Illinois
$16.1K 292 +2 +0.7%
MFC
959
Morris Financial Concepts
South Carolina
$15.9K 290
MSFP
960
Mark Sheptoff Financial Planning
Connecticut
$15.4K 280
RPCA
961
Running Point Capital Advisors
California
$15.2K 276
TH
962
TCTC Holdings
Texas
$14.8K 269
HWA
963
HHM Wealth Advisors
Tennessee
$13.7K 250 +250 New
LFG
964
Larson Financial Group
Missouri
$13.3K 242 -1,867 -89%
BCWM
965
Bartlett & Co Wealth Management
Ohio
$13.3K 240 +240 New
BC
966
Bartlett & Co
Ohio
$13K 240 +240 New
SFA
967
Semmax Financial Advisors
North Carolina
$12K 214 +214 New
FDCDDQ
968
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11K 200
PA
969
Pineridge Advisors
Missouri
$11K 200 +200 New
PFBT
970
Parkside Financial Bank & Trust
Missouri
$9.51K 173
SRCM
971
Signature Resources Capital Management
California
$8.25K 150 +150 New
FCT
972
First Community Trust
Iowa
$8.03K 146
Fidelity Investments
973
Fidelity Investments
Massachusetts
$7.82K 142 -68 -32%
FMP
974
Financial Management Professionals
Texas
$7K 120 +1 +0.8%
T
975
Tidemark
California
$5.61K 102 +102 New