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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
CWG
276
Cornerstone Wealth Group
North Carolina
$4.23M +$168K +3,068 +4%
IP
277
Ignite Planners
California
$4.07M +$267K +4,889 +7%
PA
278
Parallel Advisors
California
$4.06M +$1.4M +25,619 +54%
BA
279
Bristlecone Advisors
Washington
$3.97M -$418K -7,655 -10%
WMA
280
West Michigan Advisors
Michigan
$3.97M -$1.6M -29,373 -29%
SS
281
Simplicity Solutions
Minnesota
$3.95M -$28.6K -523 -0.7%
GAA
282
Global Assets Advisory
Florida
$3.94M +$300K +5,497 +8%
AC
283
AlphaCore Capital
California
$3.93M +$3.88M +70,968 New
KF
284
Krilogy Financial
Missouri
$3.92M -$743K -13,597 -16%
SWM
285
Selective Wealth Management
Virginia
$3.87M +$3.85M +70,567 New
EWA
286
Evolution Wealth Advisors
Florida
$3.86M +$111K +2,030 +3%
MIC
287
Means Investment Company
Maine
$3.82M +$190K +3,472 +5%
ACM
288
AlphaStar Capital Management
North Carolina
$3.81M +$3.06M +56,097 +438%
WP
289
WealthPLAN Partners
Nebraska
$3.81M -$524K -9,587 -12%
BWM
290
BCGM Wealth Management
Indiana
$3.77M -$524K -9,588 -12%
SWM
291
SeaCrest Wealth Management
New York
$3.75M +$336K +6,157 +10%
PCG
292
Prosperity Consulting Group
Maryland
$3.71M +$404K +7,393 +12%
SB
293
Strategic Blueprint
Georgia
$3.68M +$274K +5,012 +8%
BFG
294
Bleakley Financial Group
New Jersey
$3.67M +$197K +3,603 +6%
RIA
295
Realta Investment Advisors
Delaware
$3.66M -$123K -2,249 -3%
PGAM
296
Princeton Global Asset Management
New Jersey
$3.64M +$241K +4,411 +7%
AWM
297
Aprio Wealth Management
Georgia
$3.63M +$2.81M +51,416 +361%
CW
298
CIC Wealth
Maryland
$3.61M +$2.02M +37,005 +131%
EP
299
Eudaimonia Partners
Tennessee
$3.6M -$1.35M -24,678 -27%
GSIAS
300
Garden State Investment Advisory Services
New Jersey
$3.59M +$698K +12,780 +25%