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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 %
Fidelity Investments
1051
Fidelity Investments
Massachusetts
$7.83K -$13.1K -230 -63%
OSAM
1052
O'Shaughnessy Asset Management
Connecticut
$7.31K -$94.7K -1,671 -93%
MLA
1053
MB, Levis & Associates
Pennsylvania
$5.67K
HGERS
1054
Householder Group Estate & Retirement Specialist
Arizona
$5K +$5K +100 New
MTIC
1055
Missouri Trust & Investment Company
Missouri
$4.87K
HGA
1056
Hobbs Group Advisors
South Carolina
$4.53K +$4.53K +80 New
CSB
1057
City State Bank
Iowa
$4.25K +$4.25K +75 New
RDIA
1058
RE Dickinson Investment Advisors
Iowa
$4.08K +$4.08K +72 New
RCM
1059
Raleigh Capital Management
North Carolina
$3.91K -$35.3K -623 -90%
AFWM
1060
Abich Financial Wealth Management
Virginia
$3.4K +$3.4K +60 New
GJIA
1061
Glass Jacobson Investment Advisors
Maryland
$2.83K
AP
1062
Aspect Partners
Virginia
$2.83K +$1.13K +20 +67%
CAM
1063
Creekmur Asset Management
Illinois
$2.82K -$102K -1,799 -97%
DIP
1064
DT Investment Partners
Pennsylvania
$1.81K +$1.81K +32 New
FHC
1065
First Heartland Consultants
Missouri
$1.81K -$67 -1,184 -4%
JFA
1066
JNBA Financial Advisors
Minnesota
$1.31K +$114 +2 +10%
CC
1067
Cypress Capital
Tennessee
$1.13K +$1.13K +20 New
Russell Investments Group
1068
Russell Investments Group
United Kingdom
$907
ARC
1069
Advisor Resource Council
Texas
$584 -$111 -1,951 -16%
PCWA
1070
Pacific Capital Wealth Advisors
California
$567 +$567 +10 New
SFA
1071
Semmax Financial Advisors
North Carolina
$318 +$53 +1 +20%
MWA
1072
Miller Wealth Advisors
Colorado
$170
SC
1073
Swan Capital
Florida
$117 +$117 +2 New
TFF
1074
The Family Firm
Maryland
$116 +$116 +2 New
HCM
1075
Hollencrest Capital Management
California
$115 +$115 +2 New