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JPMorgan Equity Premium Income ETF

334 hedge funds and large institutions have $3.19B invested in JPMorgan Equity Premium Income ETF in 2021 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 176 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+97
Holders Change %
+40.93%
% of All Funds
5.16%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.31%
New
115
Increased
176
Reduced
23
Closed
14
Calls
$3.07M
Puts
$6.09M
Net Calls
-$3.02M
Net Calls Change
+$6.12M
Name Holding Trade Value Shares
Change
Shares
Change %
FFG
226
Fortem Financial Group
California
$415K +$174K +2,754 +72%
SWM
227
Stockman Wealth Management
Montana
$411K -$88.1K -1,395 -18%
EFS
228
Essex Financial Services
Connecticut
$400K +$153K +2,430 +62%
SWP
229
Summit Wealth Partners
Florida
$392K +$392K +6,201 New
IWN
230
Independent Wealth Network
Iowa
$371K +$16.6K +263 +5%
CCFM
231
Clear Creek Financial Management
Washington
$363K +$68.2K +1,080 +23%
NA
232
NewEdge Advisors
Louisiana
$362K +$362K +5,722 New
SS
233
Sunbelt Securities
Texas
$354K +$354K +5,827 New
SWM
234
Silverlake Wealth Management
Vermont
$352K +$352K +5,575 New
GWM
235
Geneos Wealth Management
Colorado
$350K +$350K +5,539 New
YWP
236
YorkBridge Wealth Partners
New York
$348K
IIA
237
IPG Investment Advisors
California
$348K +$31.2K +490 +10%
NCM
238
NCM Capital Management
New Jersey
$347K +$347K +5,486 New
AG
239
Ascent Group
Virginia
$347K +$347K +5,776 New
RWM
240
RBA Wealth Management
California
$346K +$346K +5,473 New
KFP
241
KMG Fiduciary Partners
Ohio
$345K +$126K +1,998 +58%
TIA
242
Tiemann Investment Advisors
California
$340K +$15.8K +250 +5%
HI
243
Harbour Investments
Wisconsin
$339K -$86.1K -1,363 -20%
AFG
244
Alterity Financial Group
Maine
$338K +$338K +5,355 New
KA
245
Kovack Advisors
Florida
$320K +$320K +5,064 New
PFA
246
Plotkin Financial Advisors
Maryland
$318K +$50.4K +798 +19%
SFP
247
Sandbox Financial Partners
Maryland
$304K +$304K +4,807 New
ANTB
248
AMG National Trust Bank
Colorado
$304K +$304K +4,815 New
PCFFS
249
Pacific Center for Financial Services
California
$299K +$299K +4,737 New
HCM
250
Highlander Capital Management
New Jersey
$297K +$69.5K +1,100 +31%