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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
NRI
301
NFP Retirement Inc
California
$3.54M +$550K +10,064 +19%
CF
302
Centaurus Financial
California
$3.54M -$3.27M -59,831 -48%
HWM
303
HB Wealth Management
Georgia
$3.5M -$23.4K -428 -0.7%
HAIM
304
Hunter Associates Investment Management
Pennsylvania
$3.5M +$1.15M +21,042 +50%
WAM
305
WNY Asset Management
New York
$3.49M +$1.46M +26,819 +74%
WA
306
Waverly Advisors
Alabama
$3.47M +$3.42M +62,656 New
Millennium Management
307
Millennium Management
New York
$3.45M +$3.4M +62,306 New
TCM
308
Traynor Capital Management
Pennsylvania
$3.43M +$2.83M +51,764 +504%
RIA
309
Regal Investment Advisors
Michigan
$3.39M +$626K +11,472 +23%
CW
310
Channel Wealth
California
$3.37M +$1.19M +21,847 +56%
IWN
311
Independent Wealth Network
Iowa
$3.35M +$640K +11,719 +24%
JFG
312
Jefferies Financial Group
New York
$3.34M +$17.5K +321 +0.5%
WWM
313
Western Wealth Management
Colorado
$3.33M +$1.19M +21,810 +57%
BAM
314
Belpointe Asset Management
Nevada
$3.33M -$2.85M -52,112 -46%
SWM
315
Silverlake Wealth Management
Vermont
$3.32M +$1.75M +31,995 +114%
EWA
316
EverSource Wealth Advisors
Alabama
$3.29M +$3.24M +59,351 +57,622%
OC
317
Oppenheimer & Co
New York
$3.29M +$509K +9,318 +19%
PAG
318
Paladin Advisory Group
Iowa
$3.27M -$40.6K -744 -1%
AFP
319
Alpha Financial Partners
Kentucky
$3.26M -$28.6K -524 -0.9%
WAM
320
Weinberger Asset Management
California
$3.23M +$28.4K +520 +0.9%
SWP
321
Strategic Wealth Partners
Ohio
$3.22M +$932K +17,060 +42%
BBL
322
Beck Bode LLC
Massachusetts
$3.21M -$233K -4,264 -7%
KIG
323
Kennedy Investment Group
New Jersey
$3.17M +$366K +6,702 +13%
GM
324
GeoWealth Management
Illinois
$3.16M +$856K +15,680 +38%
HH
325
Hilltop Holdings
Texas
$3.14M +$1.64M +30,070 +113%