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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 %
AF
426
Advisornet Financial
Minnesota
$1.86M +$305K +5,700 +20%
NCM
427
Nelson Capital Management
California
$1.85M +$48.2K +900 +3%
PIA
428
Panoramic Investment Advisors
Colorado
$1.84M +$1.84M +34,431 New
CCMW
429
Cypress Capital Management (Wyoming)
Wyoming
$1.83M -$24.2K -451 -1%
SIAP
430
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.82M +$82.9K +1,547 +5%
SA
431
Stewardship Advisors
Pennsylvania
$1.82M -$11K -206 -0.6%
EA
432
Eudaimonia Advisors
Tennessee
$1.79M -$217K -4,052 -11%
CIG
433
Cascade Investment Group
Colorado
$1.79M +$31K +578 +2%
BMCM
434
Bryn Mawr Capital Management
Pennsylvania
$1.78M +$436K +8,148 +33%
WKWM
435
Walter & Keenan Wealth Management
Indiana
$1.78M +$1.78M +33,188 New
GCM
436
Gables Capital Management
Florida
$1.77M +$119K +2,214 +7%
GVAG
437
Great Valley Advisor Group
Delaware
$1.76M +$337K +6,291 +24%
EFMC
438
Empire Financial Management Company
New York
$1.76M +$164K +3,061 +10%
FPB
439
First PREMIER Bank
South Dakota
$1.76M +$424K +7,916 +32%
KA
440
Kovack Advisors
Florida
$1.75M +$127K +2,373 +8%
PCA
441
Pallas Capital Advisors
Massachusetts
$1.75M +$160K +3,061 +10%
RWPA
442
Richard W. Paul & Associates
Michigan
$1.74M +$117K +2,187 +7%
TCA
443
Transcend Capital Advisors
New Jersey
$1.74M +$39.3K +734 +2%
NLP
444
Next Level Private
New York
$1.74M +$456K +8,601 +36%
RA
445
RFG Advisory
Alabama
$1.73M +$881K +16,445 +103%
CFGS
446
Concourse Financial Group Securities
Alabama
$1.73M -$443K -8,265 -20%
TCWM
447
Total Clarity Wealth Management
Illinois
$1.73M +$1.11M +20,736 +180%
MCA
448
MSH Capital Advisors
Arizona
$1.73M -$395K -7,373 -19%
LFGH
449
Lee Financial Group Hawaii
Hawaii
$1.72M -$35.2K -657 -2%
ACM
450
Ategra Capital Management
Virginia
$1.71M +$293K +5,464 +21%