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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 %
AFG
526
Alterity Financial Group
Maine
$294K -$8.45K -155 -3%
RWM
527
RBA Wealth Management
California
$291K -$30.7K -563 -10%
P
528
&Partners
Tennessee
$291K
CAP
529
Columbia Advisory Partners
Washington
$280K +$16.9K +311 +6%
CFO
530
Collective Family Office
Pennsylvania
$278K -$219K -4,025 -44%
FFM
531
Forum Financial Management
Illinois
$278K
WI
532
Wintrust Investments
Illinois
$276K +$276K +5,058 New
CCC
533
Chelsea Counsel Company
California
$274K +$274K +4,980 New
DLHL
534
Donald L. Hagan LLC
Florida
$273K +$273K +5,008 New
SXL
535
Summit X LLC
Missouri
$272K +$1.94K +35 +0.7%
JIC
536
Joel Isaacson & Co
New York
$270K +$270K +4,964 New
FCA
537
Fortis Capital Advisors
Kansas
$269K +$269K +4,938 New
SCFS
538
S.C. Financial Services
Arizona
$267K
JF
539
JSF Financial
California
$267K -$285K -5,232 -52%
NEWAS
540
N.E.W. Advisory Services
Wisconsin
$262K +$262K +4,813 New
TCWM
541
Total Clarity Wealth Management
Illinois
$260K -$3.43K -63 -1%
IIA
542
IPG Investment Advisors
California
$259K
DA
543
Dover Advisors
Virginia
$256K +$256K +4,646 New
SW
544
SkyOak Wealth
Michigan
$253K +$7.85K +144 +3%
SCA
545
Scott Capital Advisors
Oregon
$253K +$253K +4,637 New
CBT
546
CoreFirst Bank & Trust
Kansas
$247K +$165K +3,037 +202%
AWC
547
Adamsbrown Wealth Consultants
Kansas
$244K +$244K +4,472 New
AAS
548
Asset Allocation Strategies
Michigan
$242K +$242K +4,442 New
KCM
549
KLK Capital Management
California
$240K +$240K +4,407 New
H
550
HoyleCohen
California
$236K +$236K +4,340 New