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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
LAM
326
Lifestyle Asset Management
Texas
$3.13M +$3.08M +56,491 New
WFAG
327
Worth Financial Advisory Group
North Carolina
$3.08M -$38.5K -705 -1%
SCA
328
Snowden Capital Advisors
New York
$3.07M +$208K +3,805 +7%
SWP
329
Semus Wealth Partners
Florida
$3.07M +$568K +10,408 +23%
GFP
330
Guardian Financial Partners
California
$3.07M +$1.01M +18,515 +50%
TCM
331
Triumph Capital Management
Colorado
$3.06M +$1.78M +32,624 +143%
T
332
TRUADVICE
Florida
$3.02M +$2.38M +43,549 +398%
JPLA
333
Joseph P. Lucia & Associates
New York
$3M +$899K +16,460 +44%
EE
334
EWG Elevate
California
$2.99M +$17.9K +327 +0.6%
TW
335
TrinityPoint Wealth
Connecticut
$2.96M +$208K +3,806 +8%
CCFM
336
Clear Creek Financial Management
Washington
$2.96M +$58.7K +1,075 +2%
HSA
337
HBK Sorce Advisory
Pennsylvania
$2.94M -$152K -2,783 -5%
HI
338
Harbour Investments
Wisconsin
$2.92M +$1.27M +23,337 +79%
RC
339
Rovin Capital
Arizona
$2.92M +$134K +2,459 +5%
ORC
340
O'Rourke & Company
Massachusetts
$2.9M +$284K +5,205 +11%
RCM
341
Rain Capital Management
Oregon
$2.89M -$169K -3,089 -6%
SFG
342
SevenBridge Financial Group
Pennsylvania
$2.84M +$1.63M +29,839 +139%
LA
343
Latitude Advisors
Florida
$2.83M -$1.68M -30,677 -37%
VCP
344
Verus Capital Partners
Arizona
$2.82M +$135K +2,479 +5%
William Blair & Company
345
William Blair & Company
Illinois
$2.8M +$1.09M +19,934 +65%
MCM
346
MAI Capital Management
Ohio
$2.78M +$788K +14,432 +40%
MFG
347
MidWestOne Financial Group
Iowa
$2.77M +$260K +4,761 +10%
RFWA
348
RPg Family Wealth Advisory
Massachusetts
$2.77M -$68.6K -1,256 -2%
Cerity Partners
349
Cerity Partners
New York
$2.76M +$1.94M +35,518 +246%
MAS
350
Meeder Advisory Services
Ohio
$2.75M +$14K +257 +0.5%