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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 %
ICP
401
Interchange Capital Partners
Pennsylvania
$2.23M +$73.4K +1,364 +3%
LWM
402
Lionsbridge Wealth Management
Florida
$2.23M +$4.18K +78 +0.2%
RJT
403
Raymond James Trust
Florida
$2.22M +$227K +4,238 +11%
HA
404
Herold Advisors
New York
$2.2M +$710K +13,264 +48%
HG
405
Herbst Group
Connecticut
$2.16M +$413K +7,711 +24%
CAG
406
Csenge Advisory Group
Florida
$2.15M +$660K +12,318 +44%
PG
407
Prostatis Group
Maryland
$2.14M -$92.8M -1,690,075 -98%
PWM
408
Prosperity Wealth Management
California
$2.13M +$286K +5,347 +16%
HC
409
Hourglass Capital
Texas
$2.1M
BA
410
Bridge Advisory
California
$2.07M -$9.75K -182 -0.5%
LFAS
411
Level Four Advisory Services
Texas
$2.06M -$241K -4,507 -10%
DA
412
Detalus Advisors
Missouri
$2.05M +$8.41K +157 +0.4%
GAM
413
Gotham Asset Management
New York
$2.03M +$65.5K +1,223 +3%
SEA
414
Stegent Equity Advisors
Texas
$2.01M -$91.9K -1,715 -4%
RAM
415
Redmond Asset Management
Virginia
$2M -$5.78K -108 -0.3%
OPWM
416
Oxinas Partners Wealth Management
Indiana
$2M +$16K +298 +0.8%
NFG
417
Nations Financial Group
Iowa
$2M +$568K +10,609 +40%
MWM
418
Mission Wealth Management
California
$1.99M +$25.7K +480 +1%
NEWAS
419
N.E.W. Advisory Services
Wisconsin
$1.97M +$485K +9,054 +33%
HSA
420
HBK Sorce Advisory
Pennsylvania
$1.96M -$878K -16,388 -31%
HIA
421
Harbor Investment Advisory
Maryland
$1.96M -$192K -3,577 -9%
WE
422
Wealth Effects
Massachusetts
$1.95M +$170K +3,172 +10%
KIA
423
Kraematon Investment Advisors
Massachusetts
$1.93M -$115K -2,156 -6%
CWM
424
Congress Wealth Management
Massachusetts
$1.89M +$52.7K +983 +3%
GCP
425
Gill Capital Partners
Colorado
$1.88M +$386K +7,213 +26%