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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
PP
251
Prudential plc
United Kingdom
$5.1M +$5.04M +92,200 New
RHP
252
Royal Harbor Partners
Texas
$5.09M +$95K +1,740 +2%
FA
253
Financial Alternatives
California
$4.95M -$49.4K -904 -1%
WWM
254
Windsor Wealth Management
Indiana
$4.93M +$732K +13,402 +18%
GWM
255
Geneos Wealth Management
Colorado
$4.91M -$407K -7,453 -8%
LPT
256
Legacy Private Trust
Wisconsin
$4.88M -$117K -2,144 -2%
JCM
257
J2 Capital Management
Michigan
$4.84M +$4.77M +87,422 New
DWP
258
Destiny Wealth Partners
Florida
$4.83M +$317K +5,805 +7%
SWP
259
Summit Wealth Partners
Florida
$4.82M +$315K +5,761 +7%
PWM
260
Perigon Wealth Management
California
$4.81M +$1.27M +23,279 +37%
HT
261
Heritage Trust
Oklahoma
$4.77M +$414K +7,573 +10%
TA
262
TrueWealth Advisors
Alabama
$4.77M +$535K +9,801 +13%
Creative Planning
263
Creative Planning
Kansas
$4.73M +$408K +7,468 +10%
FHC
264
First Heartland Consultants
Missouri
$4.72M +$41.1K +752 +0.9%
MC
265
Moors & Cabot
Massachusetts
$4.67M +$4.97K +91 +0.1%
AIA
266
Armor Investment Advisors
North Carolina
$4.63M +$4.57M +83,623 +1,672,460%
RWA
267
Rooted Wealth Advisors
Illinois
$4.61M +$4.58M +83,849 New
BPA
268
Beacon Pointe Advisors
California
$4.48M +$1.95M +35,699 +79%
EFS
269
Essex Financial Services
Connecticut
$4.47M +$34.4K +630 +0.8%
AGA
270
Accuvest Global Advisors
Utah
$4.44M +$1.54M +28,135 +54%
LWA
271
Lowe Wealth Advisors
Maryland
$4.43M +$415K +7,592 +10%
KPWS
272
Kestra Private Wealth Services
Texas
$4.41M +$421K +7,701 +11%
CWA
273
Consilium Wealth Advisory
Texas
$4.39M -$3.02M -55,363 -41%
TNB
274
Thomasville National Bank
Georgia
$4.28M +$540K +9,896 +15%
DE
275
Day & Ennis
Georgia
$4.24M +$375K +6,868 +10%