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JPMorgan Equity Premium Income ETF

336 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 116 funds opening new positions, 177 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

729% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 14

670% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 23

82% more funds holding in top 10

Funds holding in top 10: 1120 (+9)

76% more capital invested

Capital invested by funds: $1.81B → $3.19B (+$1.38B)

41% more funds holding

Funds holding: 238336 (+98)

7.49% more ownership

Funds ownership: 47.68%55.17% (+7.5%)

50% less call options, than puts

Call options by funds: $3.07M | Put options by funds: $6.09M

Holders
336
Holders Change
+98
Holders Change %
+41.18%
% of All Funds
5.17%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.31%
New
116
Increased
177
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
Change in
Stake
BFEC
326
Benjamin F. Edwards & Company
Missouri
$6K +$3.57K +58 +145%
FF
327
FourThought Financial
Florida
$6K +$6.16K +100 New
BHWM
328
Beaird Harris Wealth Management
Texas
$6K +$6.22K +101 New
RG
329
Retirement Group
California
$5K
UBS Group
330
UBS Group
Switzerland
$4K
TFP
331
Tilia Fiduciary Partners
North Carolina
$4K +$4.19K +68 New
RWA
332
RGT Wealth Advisors
Texas
$4K +$4.31K +70 New
DHGWA
333
Dixon Hughes Goodman Wealth Advisors
North Carolina
$3K +$3.08K +50 New
MCC
334
Money Concepts Capital
Florida
$3K +$3.33K +54 New
CWP
335
Concord Wealth Partners
Virginia
$1K +$554 +9 New
AssetMark Inc
336
AssetMark Inc
California
$1K +$924 +15 New
Citigroup
337
Citigroup
New York
-$2.33M -39,132 Closed
MP
338
McDonald Partners
Ohio
-$936K -15,695 Closed
BAM
339
Bruderman Asset Management
New York
-$742K -12,453 Closed
3AM
340
3EDGE Asset Management
Florida
-$579K -9,713 Closed
CG
341
Colony Group
Massachusetts
-$375K -6,296 Closed
SHGA
342
Sand Hill Global Advisors
California
-$310K -5,194 Closed
M&T Bank
343
M&T Bank
New York
-$293K -4,920 Closed
VCM
344
Versant Capital Management
Arizona
-$179K -3,000 Closed
CFA
345
Cahill Financial Advisors
Minnesota
-$171K -2,870 Closed
LDFR
346
Lehman & Derafelo Financial Resources
Pennsylvania
-$103K -1,734 Closed
CI
347
Cordant Inc
Oregon
-$23K -392 Closed
GRP
348
Global Retirement Partners
California
-$7K -112 Closed
TWA
349
TCI Wealth Advisors
Arizona
-$5K -90 Closed
WAS
350
Winch Advisory Services
Wisconsin
-$4K -69 Closed