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JPMorgan Equity Premium Income ETF

238 hedge funds and large institutions have $1.81B invested in JPMorgan Equity Premium Income ETF in 2021 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 126 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 12

790% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 10

76% more capital invested

Capital invested by funds: $1.03B → $1.81B (+$785M)

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

50% more funds holding

Funds holding: 159238 (+79)

7.38% less ownership

Funds ownership: 55.06%47.68% (-7.4%)

90% less call options, than puts

Call options by funds: $994K | Put options by funds: $10.1M

Holders
238
Holders Change
+79
Holders Change %
+49.69%
% of All Funds
4.17%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
89
Increased
126
Reduced
12
Closed
10
Calls
$994K
Puts
$10.1M
Net Calls
-$9.15M
Net Calls Change
-$3.62M
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
226
Newbridge Financial Services Group
Florida
$19K +$19.7K +320 New
GAM
227
Gemmer Asset Management
California
$18K +$18.5K +300 New
HNB
228
Huntington National Bank
Ohio
$14K
JWA
229
JFS Wealth Advisors
Pennsylvania
$12K +$12.3K +200 New
TCWM
230
Total Clarity Wealth Management
Illinois
$10K +$9.84K +160 New
S
231
SignatureFD
Georgia
$7K +$2.83K +46 +71%
GRP
232
Global Retirement Partners
California
$7K +$6.89K +112 New
US Bancorp
233
US Bancorp
Minnesota
$7K +$7.14K +116 New
TFS
234
TrustCore Financial Services
Tennessee
$6K
RG
235
Retirement Group
California
$5K
TWA
236
TCI Wealth Advisors
Arizona
$5K +$5.54K +90 New
WAS
237
Winch Advisory Services
Wisconsin
$4K +$4.25K +69 New
UBS Group
238
UBS Group
Switzerland
$3K +$3.44K +56 New
BFEC
239
Benjamin F. Edwards & Company
Missouri
$2K +$2.46K +40 New
CSPAM
240
Cary Street Partners Asset Management
Virginia
-$7.12M -117,568 Closed
OMC
241
Old Mission Capital
Illinois
-$3.9M -64,387 Closed
Susquehanna International Group
242
Susquehanna International Group
Pennsylvania
-$1.67M -27,536 Closed
CFO
243
CVA Family Office
Colorado
-$1.03M -17,000 Closed
JWCA
244
J.W. Cole Advisors
Florida
-$644K -10,631 Closed
Bessemer Group
245
Bessemer Group
New Jersey
-$482K -7,952 Closed
DMC
246
Drexel Morgan & Co
Pennsylvania
-$407K -6,725 Closed
MSA
247
Marino Stram & Associates
Massachusetts
-$309K -5,100 Closed
AIC
248
Ameritas Investment Company
Nebraska
-$247K -2,351 Closed
AWA
249
Arkadios Wealth Advisors
Georgia
-$18K -305 Closed