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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
MCIA
526
Mountain Capital Investment Advisors
Colorado
$940K +$563K +10,306 +158%
ST
527
Somerset Trust
Pennsylvania
$939K +$208K +3,811 +29%
KWA
528
Kingswood Wealth Advisors
California
$935K +$923K +16,907 New
AI
529
Auour Investments
Massachusetts
$926K +$914K +16,736 New
IFPG
530
Intrepid Financial Planning Group
Indiana
$911K +$68.4K +1,253 +8%
OP
531
ORG Partners
Indiana
$907K +$900K +16,484 New
OCG
532
Opus Capital Group
Ohio
$895K +$27.8K +509 +3%
TP
533
Tranquility Partners
Tennessee
$891K +$70.4K +1,289 +9%
S
534
SignatureFD
Georgia
$890K +$431K +7,900 +97%
STAS
535
Strong Tower Advisory Services
Minnesota
$886K +$874K +16,004 New
RA
536
RFG Advisory
Alabama
$882K +$330K +6,041 +61%
CPA
537
Cardiff Park Advisors
California
$881K +$596K +10,921 +218%
WC
538
Waterloo Capital
Texas
$861K +$187K +3,422 +28%
VCM
539
Virtue Capital Management
Tennessee
$849K +$139K +2,549 +20%
PCM
540
Pointe Capital Management
Michigan
$842K +$281K +5,150 +51%
AA
541
Advisory Alpha
Michigan
$839K +$828K +15,159 New
MFS
542
Madrona Financial Services
Washington
$837K +$826K +15,128 New
AWM
543
AllSquare Wealth Management
New York
$836K +$30K +550 +4%
LFGO
544
Legacy Financial Group (Oklahoma)
Oklahoma
$826K +$815K +14,925 New
AGP
545
Autumn Glory Partners
Texas
$817K +$70.4K +1,289 +10%
CWP
546
Cyndeo Wealth Partners
Florida
$801K +$334K +6,122 +73%
CTWM
547
Cherry Tree Wealth Management
Minnesota
$796K +$785K +14,383 New
ACI
548
Alpha Cubed Investments
California
$784K -$304K -5,569 -28%
NL
549
NVWM LLC
Pennsylvania
$776K +$8.57K +157 +1%
OMC
550
Old Mission Capital
Illinois
$775K -$7.78M -142,377 -91%