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JPMorgan Equity Premium Income ETF

644 hedge funds and large institutions have $17.4B invested in JPMorgan Equity Premium Income ETF in 2022 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 358 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+119
Holders Change %
+22.67%
% of All Funds
10.39%
Holding in Top 10
107
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+62.12%
% of All Funds
1.73%
New
154
Increased
358
Reduced
100
Closed
26
Calls
$52.5M
Puts
$17.1M
Net Calls
+$35.4M
Net Calls Change
+$30.9M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
451
Aletheian Wealth Advisors
Washington
$545K +$545K +10,000 New
BAM
452
BTS Asset Management
Massachusetts
$545K +$236K +4,197 +76%
APA
453
Astoria Portfolio Advisors
New York
$540K +$308K +5,599 +132%
BCM
454
Basso Capital Management
Connecticut
$539K +$539K +9,900 New
AWM
455
AllSquare Wealth Management
New York
$537K +$10.9K +200 +2%
III
456
Independent Investors Inc
New York
$532K +$532K +9,770 New
TC
457
TownSquare Capital
Utah
$519K +$249K +4,571 +92%
KA
458
Kovack Advisors
Florida
$504K +$200K +3,677 +66%
NL
459
NWAM LLC
Washington
$494K -$67.1K -1,232 -12%
CA
460
Crewe Advisors
Utah
$494K +$200K +3,671 +68%
SS
461
Sunbelt Securities
Texas
$493K +$208K +3,813 +73%
RA
462
RFG Advisory
Alabama
$483K -$42.7K -780 -8%
IWM
463
IHT Wealth Management
Illinois
$482K +$482K +8,847 New
TWC
464
TD Waterhouse Canada
Ontario, Canada
$480K +$195K +3,583 +68%
CFA
465
Capstone Financial Advisors
Illinois
$475K
JFG
466
Jefferies Financial Group
New York
$474K +$474K +8,700 New
S
467
SignatureFD
Georgia
$473K +$311K +5,715 +193%
WMP
468
Wealth Management Partners
Arizona
$461K -$57.7K -1,000 -11%
SFG
469
Sovereign Financial Group
Connecticut
$460K +$21K +386 +5%
PPWM
470
Paragon Private Wealth Management
Kentucky
$457K
CWP
471
Cyndeo Wealth Partners
Florida
$455K +$455K +8,348 New
AA
472
Altman Advisors
Illinois
$439K +$162K +2,911 +58%
SAM
473
Seelaus Asset Management
New Jersey
$437K
CA
474
Calton & Associates
Florida
$434K -$42.2K -774 -9%
BWM
475
BCGM Wealth Management
Indiana
$426K +$80K +1,469 +23%