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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 %
HWA
1026
HHM Wealth Advisors
Tennessee
$28.3K +$28.3K +500 New
FMP
1027
Financial Management Professionals
Texas
$25K +$20.1K +360 +414%
MBFW
1028
Morton Brown Family Wealth
Pennsylvania
$23.2K +$23.2K +407 New
AWM
1029
Angeles Wealth Management
California
$22.7K
WP
1030
WealthShield Partners
North Carolina
$22.5K
JFGIW
1031
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.3K +$22.3K +394 New
RMC
1032
Resources Management Corp
Connecticut
$20K
SFC
1033
Strategic Financial Concepts
Texas
$18.4K +$18.1K +1,032,746 +6,255%
HCA
1034
Heck Capital Advisors
Wisconsin
$17.9K +$16.6K +292 +1,270%
DFA
1035
DHJJ Financial Advisors
Illinois
$16.6K
MSFP
1036
Mark Sheptoff Financial Planning
Connecticut
$15.9K
RPCA
1037
Running Point Capital Advisors
California
$15.6K
CWC
1038
Carolinas Wealth Consulting
North Carolina
$15.4K
TH
1039
TCTC Holdings
Texas
$15.2K
PCMC
1040
Planning Capital Management Corporation
Pennsylvania
$14.7K +$9.01K +159 +157%
LIA
1041
Lynx Investment Advisory
District of Columbia
$14.2K +$14.2K +250 New
MG
1042
Mather Group
Illinois
$13.5K +$12.9K +224 +2,240%
GWS
1043
Glassman Wealth Services
Virginia
$12.8K +$283 +5 +2%
SFC
1044
SYM Financial Corp
Indiana
$11.3K -$65.5K -1,156 -85%
FDCDDQ
1045
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.3K
AAG
1046
Accordant Advisory Group
Maryland
$11.3K
GGI
1047
Godsey & Gibb Inc
Virginia
$8.79K
SRCM
1048
Signature Resources Capital Management
California
$8.5K
FCT
1049
First Community Trust
Iowa
$8.28K
NRC
1050
New Republic Capital
North Carolina
$7.88K +$7.88K +139 New