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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
EWM
351
Executive Wealth Management
Michigan
$2.72M +$411K +7,522 +18%
AWA
352
Acorn Wealth Advisors
Michigan
$2.72M +$1.14M +20,898 +74%
FWM
353
Fortress Wealth Management
California
$2.72M -$1.94M -35,480 -42%
OWM
354
OneAscent Wealth Management
Alabama
$2.71M -$209K -3,832 -7%
EIA
355
Edgemoor Investment Advisors
Maryland
$2.71M +$51.3K +939 +2%
MWM
356
Mascoma Wealth Management
New Hampshire
$2.69M -$247K -4,530 -9%
AWM
357
Avaii Wealth Management
Wisconsin
$2.67M -$130K -2,373 -5%
RRA
358
Round Rock Advisors
Connecticut
$2.67M +$321K +5,871 +14%
SFA
359
Source Financial Advisors
New York
$2.66M +$921K +16,872 +54%
BWA
360
Beam Wealth Advisors
Louisiana
$2.64M +$227K +4,163 +10%
MAG
361
Members Advisory Group
New York
$2.59M +$291K +5,331 +13%
PFA
362
Plotkin Financial Advisors
Maryland
$2.57M +$161K +2,942 +7%
CA
363
Continuum Advisory
Idaho
$2.54M +$128K +2,347 +5%
AWS
364
AJ Wealth Strategies
New York
$2.52M -$43K -787 -2%
LTL
365
Lowery Thomas LLC
California
$2.5M +$372K +6,806 +18%
CA
366
Claro Advisors
Massachusetts
$2.46M +$47.7K +874 +2%
CWP
367
Concord Wealth Partners
Virginia
$2.45M +$2.04M +37,352 +539%
CG
368
Caprock Group
Idaho
$2.44M +$57.2K +1,047 +2%
OHWP
369
Oak Harbor Wealth Partners
North Carolina
$2.42M +$153K +2,805 +7%
E
370
ETFidea
New York
$2.41M +$54.4K +996 +2%
PFG
371
Prosperity Financial Group
California
$2.4M +$57.6K +1,055 +2%
CFA
372
Cahill Financial Advisors
Minnesota
$2.39M +$146K +2,673 +7%
VC
373
Vicus Capital
Pennsylvania
$2.38M +$1.24M +22,669 +111%
LFAS
374
Level Four Advisory Services
Texas
$2.38M +$1.18M +21,662 +102%
CWA
375
Clarity Wealth Advisors
California
$2.36M +$688K +12,590 +42%