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JPMorgan Equity Premium Income ETF

887 hedge funds and large institutions have $12.9B invested in JPMorgan Equity Premium Income ETF in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 526 increasing their positions, 189 reducing their positions, and 63 closing their positions.

Holders
887
Holders Change
+34
Holders Change %
+3.99%
% of All Funds
14.14%
Holding in Top 10
136
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.16%
% of All Funds
2.17%
New
107
Increased
526
Reduced
189
Closed
63
Calls
$43.6M
Puts
$19.4M
Net Calls
+$24.2M
Net Calls Change
+$23.1M
Name Holding Trade Value Shares
Change
Shares
Change %
HNWAG
226
High Net Worth Advisory Group
Florida
$6.59M +$806K +15,043 +14%
OC
227
Oppenheimer & Co
New York
$6.58M +$3.4M +63,470 +107%
FF
228
Financial Futures
New Jersey
$6.57M +$674K +12,593 +11%
Envestnet Portfolio Solutions
229
Envestnet Portfolio Solutions
Illinois
$6.52M +$6.52M +121,716 New
HT
230
Heritage Trust
Oklahoma
$6.48M +$1.86M +34,765 +40%
PWM
231
Prentice Wealth Management
New York
$6.42M +$214K +3,990 +3%
MAG
232
Mayfair Advisory Group
Alabama
$6.23M +$1.06M +19,772 +20%
WCFA
233
Walkner Condon Financial Advisors
Wisconsin
$6.12M +$178K +3,317 +3%
RGF
234
Retirement Guys Formula
Ohio
$6.07M +$825K +15,405 +16%
EWM
235
Evermay Wealth Management
Virginia
$6.01M +$117K +2,184 +2%
AAS
236
Ameritas Advisory Services
Nebraska
$5.98M +$3.86M +72,139 +183%
KFP
237
KMG Fiduciary Partners
Ohio
$5.84M +$124K +2,309 +2%
NCM
238
NCM Capital Management
New Jersey
$5.79M -$151K -2,814 -3%
PWP
239
Principle Wealth Partners
Connecticut
$5.76M +$5.4M +100,771 +1,491%
HCM
240
Howard Capital Management
Georgia
$5.68M +$553K +10,317 +11%
RDFA
241
Ritter Daniher Financial Advisory
Ohio
$5.63M +$367K +6,853 +7%
NRI
242
NFP Retirement Inc
California
$5.62M +$2.19M +40,873 +64%
JWM
243
Jupiter Wealth Management
Colorado
$5.62M +$5.62M +104,432 New
GWA
244
GGM Wealth Advisors
Maryland
$5.61M -$19.2K -359 -0.3%
EWM
245
Evergreen Wealth Management
Michigan
$5.58M +$5.58M +104,101 New
VWA
246
Visionary Wealth Advisors
Illinois
$5.54M -$155K -2,898 -3%
PCS
247
Personal CFO Solutions
New Jersey
$5.53M -$440K -8,213 -7%
MAG
248
Members Advisory Group
New York
$5.47M +$2.96M +55,209 +118%
PCM
249
Pennsylvania Capital Management
Pennsylvania
$5.43M +$327K +6,112 +6%
CAM
250
Cobblestone Asset Management
Virginia
$5.4M +$5.4M +100,841 New