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JPMorgan Equity Premium Income ETF

1,241 hedge funds and large institutions have $24.7B invested in JPMorgan Equity Premium Income ETF in 2024 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 655 increasing their positions, 283 reducing their positions, and 50 closing their positions.

Holders
1,241
Holders Change
+141
Holders Change %
+12.82%
% of All Funds
16.53%
Holding in Top 10
140
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+12.9%
% of All Funds
1.86%
New
213
Increased
655
Reduced
283
Closed
50
Calls
$10.3M
Puts
$16.5M
Net Calls
-$6.19M
Net Calls Change
-$6.2M
Name Market Value Shares Shares
Change
Shares
Change %
GWANC
151
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.2M 230,066 +14,298 +7%
SWA
152
SFMG Wealth Advisors
Texas
$13M 226,778 +5,876 +3%
BWG
153
Beta Wealth Group
California
$13M 226,642 +6,410 +3%
CW
154
CreativeOne Wealth
Kansas
$13M 226,142 +15,320 +7%
SFG
155
Stonebridge Financial Group
Pennsylvania
$13M 226,134 +226,134 New
Envestnet Portfolio Solutions
156
Envestnet Portfolio Solutions
Illinois
$13M 225,877 +57,172 +34%
CPIG
157
Chicago Partners Investment Group
Illinois
$13M 223,862 +218,627 +4,176%
USCWA
158
U.S. Capital Wealth Advisors
Texas
$12.8M 222,523 -70,954 -24%
CAG
159
Curtis Advisory Group
California
$12.7M 221,539 +11,683 +6%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$12.7M 221,032 +4,287 +2%
KWM
161
Kingsview Wealth Management
Oregon
$12.5M 217,996 +23,020 +12%
CWM
162
Centurion Wealth Management
Virginia
$12.5M 217,116 -17,122 -7%
WAM
163
WNY Asset Management
New York
$12.4M 216,206 -79,174 -27%
SS
164
SBI Securities
Japan
$12.4M 215,439 +215,439 New
AWM
165
AE Wealth Management
Kansas
$12.4M 214,764 -14,531 -6%
SPC
166
Sigma Planning Corp
Michigan
$12.3M 213,102 -59,209 -22%
IAIM
167
International Assets Investment Management
Florida
$12.2M 212,990 +212,990 New
WS
168
Wedbush Securities
California
$12M 208,285 +17,420 +9%
FMI
169
F/M Investments
District of Columbia
$11.8M 205,580 +190,785 +1,290%
CFO
170
CVA Family Office
Colorado
$11.8M 204,905 +11,716 +6%
Bessemer Group
171
Bessemer Group
New Jersey
$11.8M 204,722 +204,722 New
ACG
172
Allen Capital Group
Nebraska
$11.7M 203,870 +11,633 +6%
EIP
173
Ellis Investment Partners
Pennsylvania
$11.7M 203,192 +22,522 +12%
NAS
174
NWF Advisory Services
California
$11.7M 201,360 +201,360 New
FNA
175
First National Advisers
Nebraska
$11.6M 201,326 -5,115 -2%