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JPMorgan Equity Premium Income ETF

1,073 hedge funds and large institutions have $14.9B invested in JPMorgan Equity Premium Income ETF in 2024 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 581 increasing their positions, 298 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,073
Holders Change
+30
Holders Change %
+2.88%
% of All Funds
15.61%
Holding in Top 10
120
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-15.49%
% of All Funds
1.75%
New
116
Increased
581
Reduced
298
Closed
66
Calls
$16.1M
Puts
$17.9M
Net Calls
-$1.87M
Net Calls Change
+$3.66M
Name Holding Trade Value Shares
Change
Shares
Change %
AEPWM
1001
Atlantic Edge Private Wealth Management
Florida
$56.7K
PP
1002
Pacifica Partners
Canada
$56.1K +$56.1K +1,000 New
VNA
1003
Valley National Advisers
Pennsylvania
$54K -$5.63K -100 -9%
GT
1004
Glenmede Trust
Pennsylvania
$53.8K +$53.8K +950 New
CSC
1005
Caldwell Sutter Capital
California
$48.6K
National Bank of Canada
1006
National Bank of Canada
Quebec, Canada
$45.9K
WIM
1007
Westside Investment Management
California
$45.6K
PPA
1008
Painted Porch Advisors
California
$44.9K +$44.9K +792 New
PCM
1009
Perritt Capital Management
Illinois
$44.4K +$794 +14 +2%
RBC
1010
Roble Belko & Company
Pennsylvania
$43K
CA
1011
Centerpoint Advisors
Massachusetts
$43K +$43K +750 New
BFS
1012
Burkett Financial Services
South Carolina
$42.4K +$7.82K +138 +23%
POIA
1013
Pin Oak Investment Advisors
Texas
$42K +$2.38K +42 +6%
FRA
1014
Front Row Advisors
California
$40K
NB
1015
NBT Bank
New York
$39.2K
PCMC
1016
Private Capital Management (Colorado)
Colorado
$37.7K
FFO
1017
Fortitude Family Office
Arizona
$36.9K -$2.21K -39 -6%
MFC
1018
Morris Financial Concepts
South Carolina
$34.4K -$794 -14 -2%
FFA
1019
Founders Financial Alliance
North Carolina
$33.7K +$624 +11 +2%
SP
1020
SWS Partners
Ohio
$31.5K +$31.5K +555 New
BLC
1021
Brown, Lisle/Cummings
Rhode Island
$30.1K
OLVIG
1022
Oliver Lagore Vanvalin Investment Group
Michigan
$30K
AW
1023
Avion Wealth
Texas
$30K +$30K +541 New
FHA
1024
First Horizon Advisors
Tennessee
$29.2K -$207K -3,658 -88%
WTC
1025
WhitTier Trust Company
Nevada
$28.6K -$12K -211 -29%