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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
Northern Trust
501
Northern Trust
Illinois
$1.06M +$640K +11,715 +159%
MA
502
Modus Advisors
Minnesota
$1.06M +$156K +2,849 +18%
TRCT
503
Tower Research Capital (TRC)
New York
$1.05M +$1.04M +19,050 New
SWP
504
Stratos Wealth Partners
Ohio
$1.05M +$734K +13,435 +241%
BWM
505
BlackDiamond Wealth Management
New York
$1.05M +$418K +7,646 +69%
LTI
506
Laffer Tengler Investments
Tennessee
$1.05M -$219K -4,004 -17%
SCA
507
Scott Capital Advisors
Oregon
$1.04M +$526K +9,638 +104%
RA
508
Rockingstone Advisors
Massachusetts
$1.03M -$14.4K -263 -1%
OWA
509
Outlook Wealth Advisors
Texas
$1.03M -$18.1K -331 -2%
MPWT
510
MassMutual Private Wealth & Trust
Connecticut
$1.03M -$52.2K -956 -5%
BAG
511
Bridgewealth Advisory Group
California
$1.02M +$421K +7,702 +72%
CWM
512
C2C Wealth Management
Arizona
$1M +$989K +18,115 New
CGA
513
Crescent Grove Advisors
Illinois
$998K +$985K +18,037 New
AWA
514
Arkadios Wealth Advisors
Georgia
$997K +$397K +7,274 +68%
Lido Advisors
515
Lido Advisors
California
$995K -$145K -2,655 -13%
FIA
516
Foundations Investment Advisors
Arizona
$988K +$623K +11,400 +176%
IAA
517
Independent Advisor Alliance
North Carolina
$986K +$973K +17,812 New
RWA
518
Rainsberger Wealth Advisors
Colorado
$983K +$90K +1,648 +10%
WSTAM
519
Wilbanks Smith & Thomas Asset Management
Virginia
$983K +$971K +17,773 New
KFS
520
Kelly Financial Services
Massachusetts
$982K +$930K +17,038 +2,427%
SS
521
Sunbelt Securities
Texas
$981K +$279K +5,115 +41%
AFG
522
Atomi Financial Group
New York
$968K +$956K +17,500 New
TSS
523
Two Sigma Securities
New York
$968K +$955K +17,491 New
HTC
524
Haverford Trust Company
Pennsylvania
$963K +$79.2K +1,450 +9%
AWM
525
Accel Wealth Management
Iowa
$953K -$23.2K -424 -2%