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JPMorgan Equity Premium Income ETF

887 hedge funds and large institutions have $12.9B invested in JPMorgan Equity Premium Income ETF in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 526 increasing their positions, 189 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
887
Holders Change
+34
Holders Change %
+3.99%
% of All Funds
14.14%
Holding in Top 10
136
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.16%
% of All Funds
2.17%
New
107
Increased
526
Reduced
189
Closed
63
Calls
$43.6M
Puts
$19.4M
Net Calls
+$24.2M
Net Calls Change
+$23.1M
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
376
Fortress Wealth Management
California
$2.57M -$55.8K -1,041 -2%
TGAM
377
TBH Global Asset Management
Tennessee
$2.56M +$929K +17,336 +57%
EP
378
Eudaimonia Partners
Tennessee
$2.54M -$943K -17,605 -27%
OWM
379
OneAscent Wealth Management
Alabama
$2.54M -$88.9K -1,660 -3%
EH
380
Equitable Holdings
New York
$2.53M +$816K +15,244 +48%
CA
381
Claro Advisors
Massachusetts
$2.5M +$127K +2,368 +5%
MWM
382
Mascoma Wealth Management
New Hampshire
$2.49M -$110K -2,046 -4%
AWA
383
Acorn Wealth Advisors
Michigan
$2.44M -$184K -3,440 -7%
RCM
384
Rain Capital Management
Oregon
$2.43M -$366K -6,828 -13%
M1FG
385
Mach-1 Financial Group
Arkansas
$2.43M +$220K +4,101 +10%
CFA
386
Cahill Financial Advisors
Minnesota
$2.42M +$102K +1,908 +4%
AWM
387
Avaii Wealth Management
Wisconsin
$2.41M -$169K -3,155 -7%
VC
388
Vicus Capital
Pennsylvania
$2.41M +$106K +1,973 +5%
KFS
389
Kelly Financial Services
Massachusetts
$2.39M +$1.44M +26,946 +152%
CIAS
390
Capital Investment Advisory Services
North Carolina
$2.37M +$841K +15,703 +55%
GRP
391
Global Retirement Partners
California
$2.36M +$1.95M +36,951 +480%
E
392
ETFidea
New York
$2.33M -$54 -1 -0%
BWP
393
Balboa Wealth Partners
Arizona
$2.33M +$193K +3,595 +9%
RC
394
Rovin Capital
Arizona
$2.31M -$512K -9,570 -18%
RFA
395
Register Financial Advisors
Georgia
$2.3M +$355K +6,637 +18%
CWA
396
Clarity Wealth Advisors
California
$2.29M +$5.57K +104 +0.2%
SFA
397
Source Financial Advisors
New York
$2.29M -$291K -5,426 -11%
LCWP
398
Legacy Capital Wealth Partners
Arkansas
$2.28M +$2.28M +42,546 New
CG
399
Caprock Group
Idaho
$2.28M -$84.5K -1,578 -4%
PFA
400
Plotkin Financial Advisors
Maryland
$2.28M -$208K -3,890 -8%