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JPMorgan Equity Premium Income ETF

336 hedge funds and large institutions have $3.19B invested in JPMorgan Equity Premium Income ETF in 2021 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 177 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

729% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 14

670% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 23

82% more funds holding in top 10

Funds holding in top 10: 1120 (+9)

76% more capital invested

Capital invested by funds: $1.81B → $3.19B (+$1.38B)

41% more funds holding

Funds holding: 238336 (+98)

7.49% more ownership

Funds ownership: 47.68%55.17% (+7.5%)

50% less call options, than puts

Call options by funds: $3.07M | Put options by funds: $6.09M

Holders
336
Holders Change
+98
Holders Change %
+41.18%
% of All Funds
5.17%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.31%
New
116
Increased
177
Reduced
23
Closed
14
Calls
$3.07M
Puts
$6.09M
Net Calls
-$3.02M
Net Calls Change
+$6.12M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$12.5M +$9.28M +150,632 +316%
CSPIA
27
Cary Street Partners Investment Advisory
Virginia
$12.1M +$927K +15,040 +9%
DIM
28
Delta Investment Management
California
$10.5M +$3.77M +61,179 +58%
ACM
29
Avalon Capital Management
California
$10.2M +$340K +5,522 +4%
BOPW
30
Brandywine Oak Private Wealth
Pennsylvania
$10M +$9.31M +151,208 +14,027%
CSPAM
31
Cary Street Partners Asset Management
Virginia
$9.95M +$9.7M +157,440 New
Stifel Financial
32
Stifel Financial
Missouri
$9.87M +$4.69M +76,053 +95%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$9.76M +$2.67M +43,300 +39%
NA
34
Nottingham Advisors
New York
$9.76M +$152K +2,473 +2%
GWA
35
GGM Wealth Advisors
Maryland
$8.99M +$184K +2,982 +2%
HCM
36
Hudson Capital Management
New Jersey
$8.83M +$6.89M +111,925 +403%
AWM
37
Axxcess Wealth Management
California
$8.8M +$8.58M +139,299 New
PP
38
Patten & Patten
Tennessee
$8.78M +$8.56M +138,900 New
NWM
39
NEIRG Wealth Management
Massachusetts
$8.64M +$8.42M +136,745 New
SWM
40
Spire Wealth Management
Virginia
$8.18M +$959K +15,566 +14%
JIP
41
Jaffetilchin Investment Partners
Florida
$7.82M +$7.62M +123,703 New
CAWM
42
Capital Advisors Wealth Management
Washington
$7.8M +$2.72M +44,225 +56%
ACG
43
Allen Capital Group
Nebraska
$7.68M +$1.71M +27,823 +30%
KAS
44
Kestra Advisory Services
Texas
$6.85M +$1.82M +29,606 +38%
ZIMP
45
Zimmermann Investment Management & Planning
Pennsylvania
$6.75M +$6.58M +106,880 New
DAM
46
Derbend Asset Management
Georgia
$6.28M +$627K +10,171 +11%
CTC
47
Central Trust Company
Missouri
$6.27M +$2.8M +45,427 +84%
EBWM
48
Eagle Bluffs Wealth Management
Missouri
$6.11M +$5.95M +96,655 New
Citadel Advisors
49
Citadel Advisors
Florida
$6.09M -$951K -15,430 -14%
LSPW
50
Lake Street Private Wealth
Illinois
$6.09M +$3.33M +54,087 +128%