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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
SFB
476
STAR Financial Bank
Indiana
$1.32M +$91.4K +1,673 +8%
RWS
477
Resolute Wealth Strategies
Mississippi
$1.32M +$12.6K +231 +1%
SIS
478
Sound Income Strategies
Florida
$1.31M +$609K +11,146 +89%
EM
479
ELCO Management
New York
$1.27M
H
480
HoyleCohen
California
$1.26M +$264K +4,826 +27%
NCM
481
Novare Capital Management
North Carolina
$1.25M -$98.3K -1,800 -7%
CAGAS
482
Capital Advisory Group Advisory Services
Minnesota
$1.23M +$410K +7,507 +51%
PFA
483
Peak Financial Advisors
Colorado
$1.21M -$3.65M -66,877 -75%
BA
484
Bellwether Advisors
Nebraska
$1.21M
EWM
485
EPG Wealth Management
Georgia
$1.19M +$463K +8,486 +65%
AA
486
Ancora Advisors
Ohio
$1.18M +$60.6K +1,110 +5%
IWM
487
IHT Wealth Management
Illinois
$1.18M +$265K +4,855 +29%
GSEP
488
Golden State Equity Partners
California
$1.18M +$433K +7,927 +59%
HFS
489
Howard Financial Services
Texas
$1.18M +$27.9K +511 +2%
SG Americas Securities
490
SG Americas Securities
New York
$1.16M +$241K +4,412 +27%
FWA
491
Freedom Wealth Alliance
Wisconsin
$1.16M +$80.8K +1,479 +8%
RSWM
492
Robertson Stephens Wealth Management
California
$1.15M +$312K +5,710 +38%
SIG
493
Spinnaker Investment Group
California
$1.14M -$237K -4,335 -17%
PCM
494
Parsons Capital Management
Rhode Island
$1.12M +$154K +2,828 +16%
PI
495
PFG Investments
New York
$1.12M +$408K +7,469 +58%
CA
496
Crewe Advisors
Utah
$1.12M +$607K +11,110 +123%
VWM
497
Vigilare Wealth Management
Arizona
$1.1M -$351K -6,422 -24%
WOSD
498
WFA of San Diego
California
$1.1M -$315K -5,767 -23%
CBT
499
CoreFirst Bank & Trust
Kansas
$1.09M +$332K +6,086 +44%
CB
500
Cadence Bank
Mississippi
$1.09M +$328K +6,000 +44%