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JPMorgan Equity Premium Income ETF

857 hedge funds and large institutions have $12.4B invested in JPMorgan Equity Premium Income ETF in 2023 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 513 increasing their positions, 146 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 39

251% more repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 146

17% more funds holding in top 10

Funds holding in top 10: 120140 (+20)

16% more capital invested

Capital invested by funds: $10.7B → $12.4B (+$1.73B)

13% more funds holding

Funds holding: 756857 (+101)

5% more call options, than puts

Call options by funds: $21.2M | Put options by funds: $20.2M

1.29% less ownership

Funds ownership: 46.36%45.07% (-1.3%)

Holders
857
Holders Change
+101
Holders Change %
+13.36%
% of All Funds
13.46%
Holding in Top 10
140
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+16.67%
% of All Funds
2.2%
New
144
Increased
513
Reduced
146
Closed
39
Calls
$21.2M
Puts
$20.2M
Net Calls
+$1.04M
Net Calls Change
-$8.94M
Name Holding Trade Value Shares
Change
Change in
Stake
FF
226
Financial Futures
New Jersey
$6.09M -$4.39M -80,404 -42%
EWM
227
Evermay Wealth Management
Virginia
$6.09M +$83K +1,520 +1%
NEPWA
228
New England Private Wealth Advisors
Massachusetts
$6.05M +$828K +15,162 +16%
HNWAG
229
High Net Worth Advisory Group
Florida
$5.98M +$697K +12,764 +13%
NW
230
Naviter Wealth
Arkansas
$5.94M +$5.86M +107,371 New
KFP
231
KMG Fiduciary Partners
Ohio
$5.91M +$829K +15,176 +17%
VWA
232
Visionary Wealth Advisors
Illinois
$5.88M -$1.13M -20,688 -16%
DIM
233
Delta Investment Management
California
$5.83M -$97.2K -1,779 -2%
CIBC World Market
234
CIBC World Market
Ontario, Canada
$5.82M +$619K +11,338 +12%
GWA
235
GGM Wealth Advisors
Maryland
$5.79M -$52K -952 -0.9%
MLRA
236
Main Line Retirement Advisors
Montana
$5.72M +$5.64M +103,296 New
TWC
237
TD Waterhouse Canada
Ontario, Canada
$5.67M +$1.39M +25,369 +33%
TW
238
Transform Wealth
Colorado
$5.67M -$7.12M -130,447 -56%
MTWM
239
Masso Torrence Wealth Management
New Jersey
$5.65M +$184K +3,373 +3%
LSIA
240
LaSalle St. Investment Advisors
Illinois
$5.64M +$2.41M +44,220 +77%
Bank of New York Mellon
241
Bank of New York Mellon
New York
$5.59M +$3.88M +71,065 +237%
RDFA
242
Ritter Daniher Financial Advisory
Ohio
$5.43M +$630K +11,530 +13%
RGF
243
Retirement Guys Formula
Ohio
$5.42M +$920K +16,851 +21%
PAG
244
Private Advisor Group
New Jersey
$5.4M +$3.92M +71,843 +289%
HCM
245
Howard Capital Management
Georgia
$5.3M +$2.06M +37,633 +65%
PCM
246
Pennsylvania Capital Management
Pennsylvania
$5.27M +$310K +5,679 +6%
MAG
247
Mayfair Advisory Group
Alabama
$5.26M +$796K +14,585 +18%
BCM
248
Beck Capital Management
Texas
$5.19M +$279K +5,116 +6%
MA
249
MBA Advisors
Pennsylvania
$5.17M +$309K +5,666 +6%
CA
250
Cambridge Advisors
Nebraska
$5.11M +$261K +4,784 +5%