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JPMorgan Equity Premium Income ETF

238 hedge funds and large institutions have $1.81B invested in JPMorgan Equity Premium Income ETF in 2021 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 126 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 12

790% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 10

76% more capital invested

Capital invested by funds: $1.03B → $1.81B (+$785M)

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

50% more funds holding

Funds holding: 159238 (+79)

7.38% less ownership

Funds ownership: 55.06%47.68% (-7.4%)

90% less call options, than puts

Call options by funds: $994K | Put options by funds: $10.1M

Holders
238
Holders Change
+79
Holders Change %
+49.69%
% of All Funds
4.17%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
89
Increased
126
Reduced
12
Closed
10
Calls
$994K
Puts
$10.1M
Net Calls
-$9.15M
Net Calls Change
-$3.62M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$6.66M +$4.43M +71,968 +181%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$6.62M +$6.68M +108,586 +4,321%
NEIRG
28
New England Investment & Retirement Group
Massachusetts
$6.48M -$120K -1,951 -2%
DIM
29
Delta Investment Management
California
$6.29M -$1.68M -27,248 -21%
ACG
30
Allen Capital Group
Nebraska
$5.59M +$2.18M +35,496 +61%
CB
31
Community Bank
New York
$5.55M -$8.31K -135 -0.1%
BWG
32
Beta Wealth Group
California
$5.35M +$145K +2,349 +3%
DAM
33
Derbend Asset Management
Georgia
$5.31M +$5.48M +89,147 New
MOS
34
MGO One Seven
Ohio
$4.8M +$2.36M +38,329 +98%
Stifel Financial
35
Stifel Financial
Missouri
$4.78M +$3.64M +59,199 +282%
BOPW
36
Brandywine Oak Private Wealth
Pennsylvania
$4.73M +$66.3K +1,078 New
CAWM
37
Capital Advisors Wealth Management
Washington
$4.72M +$4.88M +79,264 New
KAS
38
Kestra Advisory Services
Texas
$4.69M +$2.26M +36,810 +88%
CAG
39
Curtis Advisory Group
California
$4.62M -$75.5K -1,227 -2%
CAL
40
Capital Analysts LLC
Pennsylvania
$4.46M +$1.02M +16,656 +29%
FANJ
41
Financial Architects (New Jersey)
New Jersey
$4.4M +$2.74M +44,537 +152%
CRWM
42
Castle Rock Wealth Management
California
$3.96M +$336K +5,462 +9%
BCI
43
Brinker Capital Investments
Pennsylvania
$3.66M +$60.8K +988 +2%
PAA
44
Peregrine Asset Advisers
Oregon
$3.61M +$181K +2,937 +5%
KWM
45
Kingsview Wealth Management
Oregon
$3.52M +$3.23M +52,493 +812%
CTC
46
Central Trust Company
Missouri
$3.21M +$3.24M +52,612 +4,497%
DAS
47
Dynamic Advisor Solutions
Arizona
$3.12M +$954K +15,506 +42%
LPL Financial
48
LPL Financial
California
$3.06M +$1.78M +28,944 +129%
EP
49
Eudaimonia Partners
Tennessee
$3.02M +$1.68M +27,353 +117%
MIC
50
Means Investment Company
Maine
$2.92M +$2.78M +45,221 +1,212%