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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 %
Lido Advisors
501
Lido Advisors
California
$348K +$120K +2,203 +53%
AWA
502
Arkadios Wealth Advisors
Georgia
$341K +$341K +6,259 New
T
503
TRUADVICE
Florida
$341K +$341K +6,137 New
SWP
504
Stratos Wealth Partners
Ohio
$339K -$90.7K -1,665 -21%
WP
505
WealthSpring Partners
California
$339K +$339K +6,218 New
CAM
506
Cozad Asset Management
Illinois
$336K +$336K +6,170 New
FFG
507
Fortem Financial Group
California
$335K
BJL
508
Brighton Jones LLC
Washington
$334K -$135K -2,481 -29%
PWP
509
Principle Wealth Partners
Connecticut
$331K +$36.3K +667 +12%
IWM
510
Iams Wealth Management
Nebraska
$327K +$327K +6,010 New
CG
511
Colony Group
Massachusetts
$326K -$12.1K -221 -4%
BTWM
512
Baker Tilly Wealth Management
Wisconsin
$324K
BRA
513
Biechele Royce Advisors
Indiana
$321K
YWP
514
YorkBridge Wealth Partners
New York
$316K
CC
515
Courier Capital
New York
$315K +$63.3K +1,161 +25%
AG
516
Ascent Group
Virginia
$315K
WWM
517
Western Wealth Management
Colorado
$313K +$313K +5,740 New
PBO
518
Peoples Bank (Ohio)
Ohio
$311K +$311K +5,707 New
MA
519
Montag & Associates
Georgia
$307K +$167K +3,033 +119%
MWM
520
Meridian Wealth Management
Kentucky
$305K +$305K +5,603 New
PCM
521
Pointe Capital Management
Michigan
$305K +$305K +5,590 New
ESB
522
Essex Savings Bank
Connecticut
$305K +$30.8K +566 +11%
CS
523
Credit Suisse
Switzerland
$301K +$301K +5,529 New
REMPR
524
Roof Eidam Maycock Peralta (REMP)
California
$300K +$54.5K +1,000 +22%
Ameriprise
525
Ameriprise
Minnesota
$295K +$295K +5,409 New