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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
AFP
451
Ausdal Financial Partners
Iowa
$1.55M +$1.21M +22,143 +380%
HA
452
Herold Advisors
New York
$1.54M +$148K +2,717 +11%
CAG
453
Csenge Advisory Group
Florida
$1.54M +$1.06M +19,491 +234%
NEWAS
454
N.E.W. Advisory Services
Wisconsin
$1.53M +$704K +12,894 +87%
SW
455
SteelPeak Wealth
California
$1.53M +$179K +3,276 +13%
MWA
456
Moser Wealth Advisors
Washington
$1.52M +$1.5M +27,515 New
PWM
457
Purus Wealth Management
California
$1.5M +$486K +8,907 +49%
PWP
458
Private Wealth Partners
California
$1.49M +$359K +6,582 +32%
NFG
459
Nations Financial Group
Iowa
$1.47M +$343K +6,275 +31%
GVAG
460
Great Valley Advisor Group
Delaware
$1.47M +$281K +5,142 +24%
ACM
461
Ategra Capital Management
Virginia
$1.46M +$315K +5,777 +28%
AR
462
Apeiron RIA
Texas
$1.46M
NW
463
NewEdge Wealth
Pennsylvania
$1.44M +$1.08M +19,786 +316%
CCA
464
Column Capital Advisors
Indiana
$1.44M
SEIA
465
Signature Estate & Investment Advisors
California
$1.4M -$221K -4,039 -14%
BMCM
466
Bryn Mawr Capital Management
Pennsylvania
$1.39M +$1.37M +25,043 New
FWM
467
Focused Wealth Management
New York
$1.39M +$337K +6,168 +33%
SOS
468
Silver Oak Securities
Tennessee
$1.38M +$260K +4,752 +23%
FPB
469
First PREMIER Bank
South Dakota
$1.38M +$243K +4,445 +22%
EWMCB
470
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.38M +$1.36M +24,903 New
CWM
471
Chronos Wealth Management
Florida
$1.36M +$1.35M +24,643 New
FCA
472
FinTrust Capital Advisors
South Carolina
$1.35M
IFWM
473
Institute for Wealth Management
Colorado
$1.34M +$48.9K +895 +4%
WDG
474
Wealth Dimensions Group
Ohio
$1.33M +$11.6K +213 +0.9%
NLP
475
Next Level Private
New York
$1.33M +$307K +5,618 +30%