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JPMorgan Equity Premium Income ETF

752 hedge funds and large institutions have $10.7B invested in JPMorgan Equity Premium Income ETF in 2023 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 457 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
+108
Holders Change %
+16.77%
% of All Funds
12.04%
Holding in Top 10
119
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.21%
% of All Funds
1.9%
New
163
Increased
457
Reduced
103
Closed
37
Calls
$28.9M
Puts
$18.9M
Net Calls
+$9.98M
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
501
Highlander Capital Management
New Jersey
$625K +$210K +3,850 +51%
BWM
502
BlackDiamond Wealth Management
New York
$608K -$1.41M -25,823 -70%
T
503
TRUADVICE
Florida
$607K +$267K +4,815 +78%
BWM
504
Baystate Wealth Management
Massachusetts
$606K +$53.2K +975 +10%
TCWM
505
Total Clarity Wealth Management
Illinois
$605K +$344K +6,308 +132%
BCM
506
Basso Capital Management
Connecticut
$598K +$57.3K +1,050 +11%
SFG
507
Sovereign Financial Group
Connecticut
$596K +$136K +2,482 +29%
TC
508
TownSquare Capital
Utah
$595K +$75K +1,373 +14%
IA
509
IAM Advisory
Pennsylvania
$595K -$48.1K -881 -7%
JIC
510
Joel Isaacson & Co
New York
$593K +$322K +5,901 +119%
MW
511
Marcum Wealth
Ohio
$588K +$19K +348 +3%
III
512
Independent Investors Inc
New York
$588K +$54.6K +1,000 +10%
AWA
513
Arkadios Wealth Advisors
Georgia
$587K +$245K +4,489 +72%
BAG
514
Bridgewealth Advisory Group
California
$585K +$585K +10,714 New
TC
515
Trust Company
Kansas
$584K +$14K +257 +2%
PFGIA
516
Patriot Financial Group Insurance Agency
Massachusetts
$582K +$170K +4,137 +41%
LS
517
Leelyn Smith
Illinois
$577K +$180K +3,294 +45%
LWM
518
LJI Wealth Management
Indiana
$575K +$575K +10,532 New
JF
519
JSF Financial
California
$570K +$303K +5,547 +113%
MWM
520
Meridian Wealth Management
Kentucky
$569K +$263K +4,819 +86%
LWM
521
Laidlaw Wealth Management
New York
$566K +$566K +10,361 New
EWM
522
Evercore Wealth Management
New York
$564K +$564K +10,334 New
TCM
523
Traynor Capital Management
Pennsylvania
$560K +$560K +10,262 New
SW
524
SkyOak Wealth
Michigan
$558K +$305K +5,581 +120%
AWM
525
Avior Wealth Management
Nebraska
$556K +$445K +8,147 +398%