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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 %
IFPG
476
Intrepid Financial Planning Group
Indiana
$421K +$421K +7,734 New
Cerity Partners
477
Cerity Partners
New York
$416K +$29.6K +544 +8%
HCM
478
Highlander Capital Management
New Jersey
$414K +$16.3K +300 +4%
LC
479
Lavaca Capital
Texas
$405K +$405K +7,439 New
WMR
480
Wealth Management Resources
Rhode Island
$400K +$400K +7,342 New
NWA
481
Navis Wealth Advisors
New York
$399K +$399K +7,325 New
LS
482
Leelyn Smith
Illinois
$396K +$89.9K +1,649 +29%
RPGK
483
Retirement Planning Group (Kansas)
Kansas
$396K +$179K +3,289 +83%
FMN
484
Financial Management Network
California
$393K +$82K +1,498 +26%
BFEC
485
Benjamin F. Edwards & Company
Missouri
$387K +$207K +3,810 +115%
Marshall Wace
486
Marshall Wace
United Kingdom
$387K +$387K +7,100 New
CWM
487
C2C Wealth Management
Arizona
$385K
IFWM
488
Institute for Wealth Management
Colorado
$385K +$385K +7,057 New
TPWA
489
TRUE Private Wealth Advisors
Oregon
$378K -$30K -550 -7%
CB
490
Cadence Bank
Mississippi
$377K -$131K -2,400 -26%
VWM
491
Venturi Wealth Management
Texas
$373K +$373K +6,850 New
FFW
492
Fusion Family Wealth
New York
$367K +$367K +6,731 New
SWM
493
Stockman Wealth Management
Montana
$364K -$142K -2,610 -28%
F
494
F3Logic
Minnesota
$361K -$48.8K -895 -12%
GBS
495
Gallagher Benefit Services
Illinois
$361K +$361K +6,615 New
VAFP
496
Vahanian & Associates Financial Planning
New York
$360K +$76.3K +1,400 +27%
PFGIA
497
Patriot Financial Group Insurance Agency
Massachusetts
$355K +$193K +5,469 +119%
TW
498
Transform Wealth
Colorado
$354K +$2.59K +47 +0.7%
CWA
499
Core Wealth Advisors
Florida
$352K +$330K +6,054 +1,525%
SSWM
500
Sheets Smith Wealth Management
North Carolina
$348K +$96.7K +1,774 +38%