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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 %
CAM
201
Cobblestone Asset Management
Virginia
$8.47M +$2.15M +37,849 +34%
Wealthfront Advisers
202
Wealthfront Advisers
California
$8.47M -$429K -7,563 -5%
IA
203
IFP Advisors
Florida
$8.47M +$353K +6,235 +4%
DADC
204
D.A. Davidson & Co
Montana
$8.47M +$644K +11,368 +8%
LIA
205
Luken Investment Analytics
Tennessee
$8.44M +$256K +4,514 +3%
IAS
206
Insigneo Advisory Services
Florida
$8.43M -$1.82M -33,048 -18%
HW
207
Hedeker Wealth
Illinois
$8.42M -$475K -8,372 -5%
Koshinski Asset Management
208
Koshinski Asset Management
Illinois
$8.35M -$12.5K -223 -0.1%
EBWM
209
Eagle Bluffs Wealth Management
Missouri
$8.28M +$622K +10,978 +8%
PAG
210
Private Advisor Group
New Jersey
$8.23M +$435K +7,682 +6%
Envestnet Portfolio Solutions
211
Envestnet Portfolio Solutions
Illinois
$8.19M +$1.28M +22,533 +18%
FWM
212
Foguth Wealth Management
Michigan
$8.07M +$2.23M +39,292 +38%
ZIMP
213
Zimmermann Investment Management & Planning
Pennsylvania
$8.03M +$602K +10,615 +8%
APS
214
American Planning Services
Florida
$8.01M -$3.14M -55,467 -28%
RFS
215
Retirement Financial Solutions
Tennessee
$7.93M +$733K +12,927 +10%
NEPWA
216
New England Private Wealth Advisors
Massachusetts
$7.86M -$289K -5,100 -4%
CIBC World Market
217
CIBC World Market
Ontario, Canada
$7.8M -$372K -6,561 -5%
CIA
218
Caerus Investment Advisors
Texas
$7.78M -$1.74M -30,770 -18%
OIA
219
OneDigital Investment Advisors
Kansas
$7.69M -$916K -16,158 -11%
PWM
220
Power Wealth Management
Georgia
$7.62M +$2.31M +40,680 +43%
AAS
221
Ameritas Advisory Services
Nebraska
$7.6M +$1.58M +27,875 +26%
LPT
222
Legacy Private Trust
Wisconsin
$7.51M +$82.6K +1,457 +1%
LSPW
223
Lake Street Private Wealth
Illinois
$7.5M -$240K -4,234 -3%
RVPG
224
Relative Value Partners Group
$7.5M +$7.5M +132,292 New
RCA
225
Resonant Capital Advisors
Wisconsin
$7.48M +$1.01M +17,874 +16%