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JPMorgan Equity Premium Income ETF

525 hedge funds and large institutions have $5.99B invested in JPMorgan Equity Premium Income ETF in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 312 increasing their positions, 79 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+66
Holders Change %
+14.38%
% of All Funds
9.08%
Holding in Top 10
66
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+60.98%
% of All Funds
1.14%
New
102
Increased
312
Reduced
79
Closed
34
Calls
$13M
Puts
$8.49M
Net Calls
+$4.53M
Net Calls Change
+$2.34M
Name Holding Trade Value Shares
Change
Shares
Change %
RFC
226
Regions Financial Corp
Alabama
$1.91M -$69.9K -1,364 -4%
FA
227
FDx Advisors
Illinois
$1.88M -$389K -7,596 -17%
BWM
228
BlackDiamond Wealth Management
New York
$1.86M +$1.65M +30,832 +764%
NCM
229
Nelson Capital Management
California
$1.84M +$203K +3,966 +12%
OC
230
Oppenheimer & Co
New York
$1.83M +$485K +9,464 +36%
CRWM
231
Castle Rock Wealth Management
California
$1.77M -$11.7K -228 -0.7%
MAG
232
Members Advisory Group
New York
$1.75M +$174K +3,388 +11%
BA
233
Bridge Advisory
California
$1.72M +$27.5K +537 +2%
LNC
234
Lincoln National Corp
Pennsylvania
$1.67M +$56.7K +1,107 +4%
ACA
235
Atlas Capital Advisors
Wyoming
$1.67M -$267K -5,219 -14%
BWP
236
Balboa Wealth Partners
Arizona
$1.64M +$1.64M +32,063 New
LB
237
Legacy Bridge
Iowa
$1.64M
SCA
238
Snowden Capital Advisors
New York
$1.62M +$354K +6,919 +28%
SB
239
Strategic Blueprint
Georgia
$1.58M +$462K +9,029 +41%
SOS
240
Silver Oak Securities
Tennessee
$1.57M +$1.36M +25,482 +678%
BPA
241
Beacon Pointe Advisors
California
$1.55M -$300K -5,850 -16%
Creative Planning
242
Creative Planning
Kansas
$1.55M -$1.98M -38,720 -56%
APW
243
Aurora Private Wealth
New Jersey
$1.54M +$510K +9,962 +49%
ORC
244
O'Rourke & Company
Massachusetts
$1.53M +$272K +5,310 +22%
HIA
245
Harbor Investment Advisory
Maryland
$1.5M +$58.3K +1,139 +4%
RC
246
Rovin Capital
Arizona
$1.49M +$58.7K +1,146 +4%
MWM
247
Mission Wealth Management
California
$1.49M +$1M +19,521 +206%
HFS
248
Howard Financial Services
Texas
$1.49M +$843K +16,460 +131%
ICP
249
Interchange Capital Partners
Pennsylvania
$1.48M -$7.27K -142 -0.5%
SEA
250
Stegent Equity Advisors
Texas
$1.47M -$244K -4,757 -14%