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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
16.53%
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 %
SFA
951
Sequoia Financial Advisors
Ohio
$363K +$4.32K +75 +1%
LA
952
Lane & Associates
New Jersey
$363K +$120K +2,027 +49%
PMSA
953
Patrick M. Sweeney & Associates
Illinois
$362K +$18.6K +323 +5%
TWP
954
Tyche Wealth Partners
Texas
$360K +$34.6K +602 +11%
EWM
955
Endowment Wealth Management
Wisconsin
$354K +$20.5K +356 +6%
WFG
956
Wills Financial Group
Virginia
$353K +$125K +2,172 +55%
TF
957
Tompkins Financial
New York
$350K +$350K +6,088 New
HSWM
958
Hubbell Strickland Wealth Management
Louisiana
$348K +$6.04K +105 +2%
XPN
959
XY Planning Network
Montana
$346K +$346K +6,018 New
HCM
960
Hall Capital Management
Rhode Island
$345K +$345K +6,003 New
FNBT
961
FineMark National Bank & Trust
Florida
$345K +$49.2K +856 +17%
SWM
962
Sugarloaf Wealth Management
Georgia
$344K -$80.3K -1,396 -19%
Fisher Asset Management
963
Fisher Asset Management
Washington
$344K +$134K +2,328 +64%
ACP
964
Arcus Capital Partners
Georgia
$344K -$2.62M -45,321 -88%
FHA
965
First Horizon Advisors
Tennessee
$343K +$237K +4,120 +224%
WWG
966
West Wealth Group
California
$342K -$3.57K -62 -1%
SA
967
Stewardship Advisors
Pennsylvania
$337K -$1.41M -24,441 -81%
WFPG
968
Waller Financial Planning Group
Ohio
$334K +$59.9K +1,041 +22%
AWP
969
Axis Wealth Partners
Rhode Island
$333K +$333K +5,790 New
AW
970
Alteri Wealth
California
$329K +$329K +5,722 New
CFS
971
CRA Financial Services
New Jersey
$328K +$7.77K +135 +2%
DIA
972
Dana Investment Advisors
Wisconsin
$328K +$29.2K +508 +10%
GT
973
Greenleaf Trust
Michigan
$328K +$328K +5,700 New
OCM
974
Objective Capital Management
Ohio
$327K -$28.5K -496 -8%
PTP
975
Platform Technology Partners
New York
$326K +$18.1K +315 +6%