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JPMorgan Equity Premium Income ETF

1,100 hedge funds and large institutions have $16.3B invested in JPMorgan Equity Premium Income ETF in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 576 increasing their positions, 337 reducing their positions, and 66 closing their positions.

Holders
1,100
Holders Change
+27
Holders Change %
+2.52%
% of All Funds
15.91%
Holding in Top 10
124
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.33%
% of All Funds
1.79%
New
105
Increased
576
Reduced
337
Closed
66
Calls
$18.3M
Puts
$18.3M
Net Calls
+$5K
Net Calls Change
+$1.87M
Name Market Value Shares Shares
Change
Shares
Change %
CSPAM
101
Cary Street Partners Asset Management
Virginia
$19.2M 322,622 +33,487 +12%
BF
102
BOK Financial
Oklahoma
$19M 321,949 +8,532 +3%
P
103
&Partners
Tennessee
$18.7M 313,146 +281,310 +884%
FFA
104
Fragasso Financial Advisors
Pennsylvania
$18.7M 313,607 +3,779 +1%
BFA
105
Beacon Financial Advisory
Ohio
$18.6M 312,611 +18,935 +6%
SIM
106
Stratos Investment Management
Ohio
$18.6M 312,115 +14,104 +5%
EA
107
Ergawealth Advisors
Illinois
$18.3M 306,849 -36,591 -11%
HB
108
HTLF Bank
Colorado
$17.9M 300,876 -41,886 -12%
MAM
109
Marquette Asset Management
Minnesota
$17.7M 297,964 +5,904 +2%
TWM
110
Tradition Wealth Management
Minnesota
$17.6M 295,388 +5,958 +2%
WAM
111
WNY Asset Management
New York
$17.6M 295,380 +43,352 +17%
USCWA
112
U.S. Capital Wealth Advisors
Texas
$17.5M 293,477 -79,952 -21%
OPAM
113
Ocean Park Asset Management
California
$17.4M 292,817 -302 -0.1%
GWMIA
114
Global Wealth Management Investment Advisory
Florida
$17.1M 287,845 +12,293 +4%
SCA
115
St. Clair Advisors
Ohio
$16.8M 282,436 -8,394 -3%
FIA
116
Foundations Investment Advisors
Arizona
$16.8M 282,319 +17,084 +6%
CAM
117
Cresset Asset Management
Illinois
$16.6M 279,717 +8,178 +3%
MS
118
Madden Securities
Texas
$16.5M 277,969 +4,543 +2%
SPC
119
Sigma Planning Corp
Michigan
$16.2M 272,311 -3,473 -1%
DWP
120
Daymark Wealth Partners
Ohio
$16.1M 270,489 +45,798 +20%
IHWM
121
Iron Horse Wealth Management
Iowa
$16M 269,263 +14,210 +6%
IAN
122
Integrated Advisors Network
Texas
$16M 268,822 -174,091 -39%
EWA
123
EP Wealth Advisors
California
$15.5M 261,230 +184,368 +240%
DC
124
Davenport & Co
Virginia
$15.3M 256,928 +32,424 +14%
LJCM
125
Lee Johnson Capital Management
Texas
$15.3M 256,798 +256,798 New