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JPMorgan Equity Premium Income ETF

334 hedge funds and large institutions have $3.19B invested in JPMorgan Equity Premium Income ETF in 2021 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 176 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+97
Holders Change %
+40.93%
% of All Funds
5.16%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.31%
New
115
Increased
176
Reduced
23
Closed
14
Calls
$3.07M
Puts
$6.09M
Net Calls
-$3.02M
Net Calls Change
+$6.12M
Name Holding Trade Value Shares
Change
Shares
Change %
BHWM
326
Beaird Harris Wealth Management
Texas
$6K +$6K +101 New
RG
327
Retirement Group
California
$5K
UBS Group
328
UBS Group
Switzerland
$4K
TFP
329
Tilia Fiduciary Partners
North Carolina
$4K +$4K +68 New
RWA
330
RGT Wealth Advisors
Texas
$4K +$4K +70 New
DHGWA
331
Dixon Hughes Goodman Wealth Advisors
North Carolina
$3K +$3K +50 New
MCC
332
Money Concepts Capital
Florida
$3K +$3K +54 New
CWP
333
Concord Wealth Partners
Virginia
$1K +$1K +9 New
AssetMark Inc
334
AssetMark Inc
California
$1K +$1K +15 New
Citigroup
335
Citigroup
New York
-$2.33M -39,132 Closed
MP
336
McDonald Partners
Ohio
-$936K -15,695 Closed
BAM
337
Bruderman Asset Management
New York
-$742K -12,453 Closed
3AM
338
3EDGE Asset Management
Florida
-$579K -9,713 Closed
CG
339
Colony Group
Massachusetts
-$375K -6,296 Closed
SHGA
340
Sand Hill Global Advisors
California
-$310K -5,194 Closed
M&T Bank
341
M&T Bank
New York
-$293K -4,920 Closed
VCM
342
Versant Capital Management
Arizona
-$179K -3,000 Closed
CFA
343
Cahill Financial Advisors
Minnesota
-$171K -2,870 Closed
LDFR
344
Lehman & Derafelo Financial Resources
Pennsylvania
-$103K -1,734 Closed
CI
345
Cordant Inc
Oregon
-$23K -392 Closed
GRP
346
Global Retirement Partners
California
-$7K -112 Closed
TWA
347
TCI Wealth Advisors
Arizona
-$5K -90 Closed
WAS
348
Winch Advisory Services
Wisconsin
-$4K -69 Closed
HNB
349
Huntington National Bank
Ohio
-$14K