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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.

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 Market Value Shares Shares
Change
Shares
Change %
EWA
951
Exencial Wealth Advisors
Oklahoma
$233K 3,907 -100 -2%
SWRP
952
Summit Wealth & Retirement Planning
California
$231K 3,878 +3,878 New
VFA
953
Valeo Financial Advisors
Indiana
$229K 3,853 +3,853 New
FAG
954
Fortitude Advisory Group
Washington
$229K 3,851 -764 -17%
FFG
955
Fiduciary Financial Group
California
$228K 3,864
TNBTD
956
Trustmark National Bank Trust Department
Mississippi
$225K 3,787
AWS
957
Aspen Wealth Strategies
Colorado
$224K 3,756 -227 -6%
JCM
958
Jacobi Capital Management
Pennsylvania
$222K 3,735 +3,735 New
TIA
959
Tiemann Investment Advisors
California
$222K 3,725
FCA
960
FLC Capital Advisors
California
$219K 3,672
Fisher Asset Management
961
Fisher Asset Management
Washington
$218K 3,655 -1,874 -34%
LWMNY
962
Landmark Wealth Management (New York)
New York
$217K 3,648 +50 +1%
SAM
963
SP Asset Management
California
$216K 3,638 +56 +2%
SC
964
Savant Capital
Illinois
$216K 3,624 -1,191 -25%
WH
965
Willner & Heller
California
$214K 3,604 -80 -2%
CIA
966
Choate Investment Advisors
Massachusetts
$213K 3,575
FF
967
Fluent Financial
Texas
$212K 3,570 -42 -1%
CPRC
968
Consolidated Portfolio Review Corp
New York
$211K 3,552 +3,552 New
CAMV
969
Concord Asset Management (Virginia)
Virginia
$211K 3,542 +12 +0.3%
SPA
970
Sentinel Pension Advisors
Massachusetts
$211K 3,541 +3,541 New
PP
971
Patron Partners
Texas
$208K 3,494 +3,494 New
KeyBank National Association
972
KeyBank National Association
Ohio
$208K 3,490 -3,260 -48%
FP
973
Financial Perspectives
Minnesota
$207K 3,479 +39 +1%
SCA
974
Stonebridge Capital Advisors
Minnesota
$206K 3,460 +3,460 New
YWS
975
Yarger Wealth Strategies
Ohio
$205K 3,439 -176 -5%