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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
EA
401
Eudaimonia Advisors
Tennessee
$2.07M -$50.1K -917 -2%
RAM
402
Redmond Asset Management
Virginia
$2.07M +$151K +2,768 +8%
RJT
403
Raymond James Trust
Florida
$2.06M +$82.8K +1,517 +4%
OPWM
404
Oxinas Partners Wealth Management
Indiana
$2.05M +$887K +16,246 +78%
MWM
405
Mission Wealth Management
California
$2.03M -$216K -3,962 -10%
GAM
406
Gotham Asset Management
New York
$2.03M
RFA
407
Register Financial Advisors
Georgia
$2.01M +$393K +7,200 +25%
DADC
408
D.A. Davidson & Co
Montana
$1.97M +$355K +6,503 +22%
CIA
409
Caerus Investment Advisors
Texas
$1.95M +$917K +16,798 +91%
CCMW
410
Cypress Capital Management (Wyoming)
Wyoming
$1.91M -$254K -4,660 -12%
PWM
411
Prosperity Wealth Management
California
$1.91M +$741K +13,578 +65%
CWM
412
Congress Wealth Management
Massachusetts
$1.9M -$1.09M -20,043 -37%
SA
413
Stewardship Advisors
Pennsylvania
$1.89M -$42.8K -784 -2%
ATPW
414
Ashton Thomas Private Wealth
Arizona
$1.88M +$263K +4,811 +16%
NFG
415
Norris Financial Group
South Carolina
$1.87M -$313K -5,736 -15%
NCM
416
Nelson Capital Management
California
$1.86M -$182K -3,324 -9%
WE
417
Wealth Effects
Massachusetts
$1.83M +$269K +4,932 +17%
MP
418
McDonald Partners
Ohio
$1.83M -$13.7K -250 -0.7%
CIG
419
Cascade Investment Group
Colorado
$1.82M +$32.3K +592 +2%
LFGH
420
Lee Financial Group Hawaii
Hawaii
$1.81M +$524K +9,587 +41%
PG
421
Prostatis Group
Maryland
$1.8M +$93.3M +1,709,127 +8,579%
HG
422
Herbst Group
Connecticut
$1.8M +$37.4K +685 +2%
SIAP
423
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.8M +$138K +2,522 +8%
CRWM
424
Castle Rock Wealth Management
California
$1.78M -$37.4K -684 -2%
CJFS
425
Coulter & Justus Financial Services
Tennessee
$1.77M -$177K -3,246 -9%