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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 %
JIP
126
Jaffetilchin Investment Partners
Florida
$15.1M 254,471 -1,964 -0.8%
BHCM
127
Brevan Howard Capital Management
Jersey
$15.1M 254,124 +254,124 New
QWM
128
Quaker Wealth Management
New Jersey
$15.1M 253,467 +253,467 New
IAS
129
Investment Advisory Services
Texas
$14.9M 250,856 +15,672 +7%
WA
130
Waverly Advisors
Alabama
$14.8M 248,349 -55,972 -18%
MOS
131
MGO One Seven
Ohio
$14.6M 245,639 -2,892 -1%
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$14.6M 245,506 -149,635 -38%
HF
133
Halpern Financial
Virginia
$14.4M 242,713 +22,643 +10%
Mariner
134
Mariner
Kansas
$14.3M 241,116 +18,449 +8%
AP
135
Appleton Partners
Massachusetts
$14.3M 240,371 +5,564 +2%
TLP
136
Trinity Legacy Partners
Texas
$14.3M 239,401 +38,274 +19%
PA
137
PFG Advisors
Arizona
$14M 235,015 +8,400 +4%
CWM
138
Centurion Wealth Management
Virginia
$13.9M 234,238 +234,238 New
NYLIM
139
New York Life Investment Management
New York
$13.9M 233,500 -138,224 -37%
ASN
140
Advisory Services Network
Georgia
$13.9M 245,058
RWM
141
Rezny Wealth Management
Florida
$13.9M 233,240 +2,677 +1%
WAOI
142
Wealth Advisors of Iowa
Iowa
$13.8M 232,500 +11,591 +5%
RWA
143
Rooted Wealth Advisors
Illinois
$13.8M 235,115 +60,191 +34%
NA
144
NewEdge Advisors
Louisiana
$13.8M 232,125 +2,461 +1%
GWM
145
Geneos Wealth Management
Colorado
$13.8M 231,243 +5,366 +2%
AWM
146
AE Wealth Management
Kansas
$13.6M 229,295 +5,155 +2%
VWA
147
Visionary Wealth Advisors
Illinois
$13.5M 226,835 +55,679 +33%
CFP
148
Curran Financial Partners
South Carolina
$13.4M 224,408 +13,062 +6%
FCI
149
Financial Counselors Inc
Kansas
$13.3M 224,238 +26,883 +14%
MWM
150
Mosley Wealth Management
California
$13.3M 223,604 +11,316 +5%