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JPMorgan Equity Premium Income ETF

1,253 hedge funds and large institutions have $24.8B invested in JPMorgan Equity Premium Income ETF in 2024 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 658 increasing their positions, 284 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 50

132% more repeat investments, than reductions

Existing positions increased: 658 | Existing positions reduced: 284

52% more capital invested

Capital invested by funds: $16.3B → $24.8B (+$8.46B)

15% more funds holding in top 10

Funds holding in top 10: 124142 (+18)

13% more funds holding

Funds holding: 1,1051,253 (+148)

38% less call options, than puts

Call options by funds: $10.3M | Put options by funds: $16.5M

91,261.83% less ownership

Funds ownership: 91,307.36%45.53% (-91,262%)

Holders
1,253
Holders Change
+148
Holders Change %
+13.39%
% of All Funds
16.5%
Holding in Top 10
142
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+14.52%
% of All Funds
1.87%
New
220
Increased
658
Reduced
284
Closed
50
Calls
$10.3M
Puts
$16.5M
Net Calls
-$6.19M
Net Calls Change
-$6.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$7.69B -$51.2K -862 -0.6%
Morgan Stanley
2
Morgan Stanley
New York
$2.39B +$125M +2,107,737 +5%
Bank of America
3
Bank of America
North Carolina
$1.8B +$30.1M +506,627 +2%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.19B -$98.5M -1,658,539 -7%
Wells Fargo
5
Wells Fargo
California
$837M +$122M +2,051,299 +16%
UBS Group
6
UBS Group
Switzerland
$441M +$32.3M +543,310 +8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$423M +$42.4M +714,849 +11%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$393M +$28.8M +484,267 +8%
Osaic Holdings
9
Osaic Holdings
Arizona
$326M +$7.24M +121,886 +2%
Raymond James Financial
10
Raymond James Financial
Florida
$322M +$333M +5,602,308 New
HAS
11
HBW Advisory Services
California
$300M -$1.38M -23,258 -4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$237M +$27.3M +459,845 +13%
HighTower Advisors
13
HighTower Advisors
Illinois
$212M +$6.45M +108,546 +3%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$209M -$13.4M -224,897 -6%
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$199M +$1.36M +22,924 +0.7%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$163M +$19.3M +324,307 +13%
MML Investors Services
17
MML Investors Services
Massachusetts
$157M +$7.29M +122,825 +5%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$141M -$6.34M -106,808 -4%
Stifel Financial
19
Stifel Financial
Missouri
$130M +$9.7M +163,407 +8%
LPL Financial
20
LPL Financial
California
$128M +$19.5M +328,903 +17%
RIG
21
RiverFront Investment Group
Virginia
$115M +$9.93M +167,190 +9%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$114M +$8.51M +143,304 +8%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$113M +$1.37M +23,120 +1%
CA
24
Cornerstone Advisory
Maryland
$109M +$6.93M +116,628 +7%
CWS
25
Confluence Wealth Services
Pennsylvania
$93.7M +$9.96M +167,702 +12%