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JPMorgan Equity Premium Income ETF

644 hedge funds and large institutions have $17.4B invested in JPMorgan Equity Premium Income ETF in 2022 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 358 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+119
Holders Change %
+22.67%
% of All Funds
10.39%
Holding in Top 10
107
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+62.12%
% of All Funds
1.73%
New
154
Increased
358
Reduced
100
Closed
26
Calls
$52.5M
Puts
$17.1M
Net Calls
+$35.4M
Net Calls Change
+$30.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
301
Source Financial Advisors
New York
$1.96M -$252K -4,627 -11%
KIG
302
Kennedy Investment Group
New Jersey
$1.92M +$1.92M +35,192 New
WAP
303
Wealthcare Advisory Partners
Pennsylvania
$1.91M +$1.91M +35,053 New
ICP
304
Interchange Capital Partners
Pennsylvania
$1.9M +$327K +6,007 +21%
IA
305
Integrity Advisory
Kansas
$1.9M -$664K -12,183 -26%
SCA
306
Snowden Capital Advisors
New York
$1.89M +$166K +3,052 +10%
RJT
307
Raymond James Trust
Florida
$1.88M +$319K +5,851 +20%
CIBC World Market
308
CIBC World Market
Ontario, Canada
$1.87M +$796K +14,611 +74%
GAA
309
Global Assets Advisory
Florida
$1.86M +$1.86M +34,046 New
EA
310
Eudaimonia Advisors
Tennessee
$1.85M +$567K +10,414 +44%
BWA
311
Beam Wealth Advisors
Louisiana
$1.79M +$272K +4,987 +18%
HC
312
Hourglass Capital
Texas
$1.75M -$2.88M -52,920 -62%
IGWM
313
ICA Group Wealth Management
Colorado
$1.72M +$917K +16,534 +114%
CA
314
Continuum Advisory
Idaho
$1.72M +$675K +12,396 +64%
ACA
315
Atlas Capital Advisors
Wyoming
$1.72M -$59.9K -1,100 -3%
MAG
316
Mayfair Advisory Group
Alabama
$1.71M +$796K +14,461 +87%
LB
317
Legacy Bridge
Iowa
$1.71M -$32.7K -600 -2%
GSIAS
318
Garden State Investment Advisory Services
New Jersey
$1.67M +$1.67M +30,595 New
SWM
319
SeaCrest Wealth Management
New York
$1.66M +$1M +18,427 +152%
ACS
320
Archford Capital Strategies
Illinois
$1.66M +$1.66M +30,448 New
APW
321
Aurora Private Wealth
New Jersey
$1.64M +$2.67K +49 +0.2%
MCA
322
MSH Capital Advisors
Arizona
$1.64M +$431K +7,911 +36%
NCG
323
Newport Capital Group
New Jersey
$1.63M -$1.63M -29,995 -50%
ECM
324
Evergreen Capital Management
Washington
$1.63M +$43.4K +789 +3%
KIA
325
Kraematon Investment Advisors
Massachusetts
$1.62M +$121K +2,228 +8%