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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
Carson Wealth (CWM LLC)
376
Carson Wealth (CWM LLC)
Nebraska
$2.31M +$1.85M +33,818 +428%
MCC
377
Money Concepts Capital
Florida
$2.3M +$1.24M +22,783 +121%
ACS
378
Archford Capital Strategies
Illinois
$2.3M +$60.7K +1,111 +3%
CCIA
379
Cherry Creek Investment Advisors
Colorado
$2.3M +$30.1K +552 +1%
FFWA
380
FRG Family Wealth Advisors
Washington
$2.3M +$259K +4,744 +13%
LWM
381
Lionsbridge Wealth Management
Florida
$2.3M -$117K -2,148 -5%
M1FG
382
Mach-1 Financial Group
Arkansas
$2.28M +$1.08M +19,778 +92%
AWE
383
Avidian Wealth Enterprises
Texas
$2.28M -$23.3M -426,244 -91%
WEPOG
384
Wealth Enhancement & Preservation of GA
Georgia
$2.28M +$51.7K +947 +2%
GFG
385
Goldstone Financial Group
Illinois
$2.26M +$738K +13,521 +50%
IGWM
386
ICA Group Wealth Management
Colorado
$2.25M +$397K +7,275 +22%
CFGS
387
Concourse Financial Group Securities
Alabama
$2.25M +$201K +3,674 +10%
ICP
388
Interchange Capital Partners
Pennsylvania
$2.23M -$132K -2,421 -6%
HIA
389
Harbor Investment Advisory
Maryland
$2.22M +$49K +897 +2%
SMC
390
Smith, Moore & Co
Missouri
$2.22M +$2.62K +48 +0.1%
BWP
391
Balboa Wealth Partners
Arizona
$2.21M +$100K +1,840 +5%
MCA
392
MSH Capital Advisors
Arizona
$2.19M +$88.9K +1,628 +4%
SEA
393
Stegent Equity Advisors
Texas
$2.17M -$31.2K -571 -1%
HC
394
Hourglass Capital
Texas
$2.17M
AAS
395
Ameritas Advisory Services
Nebraska
$2.16M -$3.81M -69,827 -64%
BA
396
Bridge Advisory
California
$2.14M +$3.22K +59 +0.2%
APW
397
Aurora Private Wealth
New Jersey
$2.12M +$119K +2,178 +6%
KIA
398
Kraematon Investment Advisors
Massachusetts
$2.12M +$96.6K +1,768 +5%
DA
399
Detalus Advisors
Missouri
$2.11M -$5.95K -109 -0.3%
WIM
400
WealthPlan Investment Management
Nebraska
$2.1M -$675K -12,355 -25%