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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 %
SIMC
976
Squire Investment Management Company
Utah
$325K +$38.2K +664 +13%
WAS
977
Winch Advisory Services
Wisconsin
$323K +$9.49K +165 +3%
MW
978
MBL Wealth
North Carolina
$321K +$321K +5,580 New
MWM
979
MFG Wealth Management
Indiana
$320K +$320K +5,564 New
REMPR
980
Roof Eidam Maycock Peralta (REMP)
California
$316K
HC
981
Hurley Capital
New York
$315K +$315K +5,440 New
LPAM
982
Lodestar Private Asset Management
California
$315K +$8.63K +150 +3%
WMP
983
Wealth Management Partners
Arizona
$313K +$345 +6 +0.1%
KCIC
984
Kuhn & Co Investment Counsel
Illinois
$311K
CA
985
CGN Advisors
Kansas
$310K +$6.1K +106 +2%
MCFP
986
Mallini Complete Financial Planning
Florida
$309K
FG
987
Fiduciary Group
Georgia
$308K +$308K +5,350 New
JLBC
988
J.L. Bainbridge & Co
Florida
$306K +$61K +1,061 +25%
CFO
989
Collective Family Office
Pennsylvania
$305K
CIC
990
Chilton Investment Company
Connecticut
$305K +$45.2K +785 +17%
PJSIMP
991
P.J. Schmidt Investment Management (PJS)
Wisconsin
$303K -$22.6K -393 -7%
B
992
Bailard
California
$303K +$48K +835 +19%
CPA
993
Clear Point Advisors
New York
$302K +$40.1K +697 +15%
EFG
994
Ethos Financial Group
Pennsylvania
$300K +$5.85K +101 +2%
NB
995
NBT Bank
New York
$300K +$108K +1,870 +56%
MCA
996
Midwest Capital Advisors
Michigan
$299K +$299K +5,205 New
PM
997
Penbrook Management
New York
$296K
Vontobel Holding
998
Vontobel Holding
Switzerland
$296K +$8.28K +144 +3%
SCA
999
STALEY CAPITAL ADVISERS
Pennsylvania
$296K +$7.31K +127 +3%
WP
1000
WealthPLAN Partners
Nebraska
$296K -$65.6K -1,140 -18%