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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 %
SWM
176
Selective Wealth Management
Virginia
$9.8M -$160K -2,842 -2%
VWA
177
Visionary Wealth Advisors
Illinois
$9.7M +$4.25M +74,986 +78%
CAL
178
Capital Analysts LLC
Pennsylvania
$9.49M +$628K +11,072 +7%
BCI
179
Brinker Capital Investments
Pennsylvania
$9.45M -$1.96M -34,513 -17%
OPS
180
Orion Portfolio Solutions
Nebraska
$9.45M -$1.96M -34,513 -17%
EIP
181
Ellis Investment Partners
Pennsylvania
$9.4M +$800K +14,116 +9%
SWMP
182
Signature Wealth Management Partners
New Jersey
$9.3M +$449K +7,916 +5%
HNWAG
183
High Net Worth Advisory Group
Florida
$9.16M +$560K +9,872 +7%
SC
184
Scotia Capital
Ontario, Canada
$9.08M -$20.7K -365 -0.2%
RIL
185
Rothschild Investment LLC
Illinois
$9M +$157K +2,771 +2%
IWA
186
IVC Wealth Advisors
Pennsylvania
$8.96M +$414K +7,306 +5%
NW
187
Naviter Wealth
Arkansas
$8.94M +$562K +9,913 +7%
CB
188
Community Bank
New York
$8.77M +$1.98K +35 +0%
SFS
189
Sowell Financial Services
Arkansas
$8.77M -$156K -2,753 -2%
CW
190
CreativeOne Wealth
Kansas
$8.72M -$7.68M -135,431 -47%
PIWA
191
Prevail Innovative Wealth Advisors
Kansas
$8.67M +$41.6K +734 +0.5%
RGF
192
Retirement Guys Formula
Ohio
$8.64M +$700K +12,356 +9%
Cerity Partners
193
Cerity Partners
New York
$8.63M +$1.2M +21,124 +16%
Thrivent Financial for Lutherans
194
Thrivent Financial for Lutherans
Minnesota
$8.62M -$575K -10,151 -6%
RDFA
195
Ritter Daniher Financial Advisory
Ohio
$8.62M +$640K +11,298 +8%
MAG
196
Mayfair Advisory Group
Alabama
$8.6M +$376K +6,613 +5%
CTC
197
Central Trust Company
Missouri
$8.6M -$1.4M -24,629 -14%
SW
198
StrongBox Wealth
Missouri
$8.57M +$384K +6,774 +5%
PFGIA
199
Patriot Financial Group Insurance Agency
Massachusetts
$8.56M +$1.33M +24,024 +18%
ACG
200
Allen Capital Group
Nebraska
$8.5M -$573K -10,101 -6%