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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
WAOI
551
Wealth Advisors of Iowa
Iowa
$774K +$764K +13,982 New
WAM
552
Worth Asset Management
Texas
$756K -$157K -2,882 -17%
MSAM
553
Moloney Securities Asset Management
Missouri
$747K +$272K +4,987 +59%
EL
554
EMFO LLC
Florida
$747K -$54.6K -1,000 -7%
AWAP
555
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$743K +$23.3K +426 +3%
AMM
556
American Money Management
California
$737K -$31.1K -569 -4%
MW
557
Marcum Wealth
Ohio
$735K +$137K +2,512 +23%
SFG
558
Sovereign Financial Group
Connecticut
$734K +$128K +2,347 +21%
FMN
559
Financial Management Network
California
$734K +$376K +6,893 +107%
Wolverine Trading
560
Wolverine Trading
Illinois
$730K +$424K +7,763 +141%
CPW
561
Crestmont Private Wealth
Texas
$720K
SW
562
SkyOak Wealth
Michigan
$719K +$152K +2,778 +27%
BWM
563
BigSur Wealth Management
Florida
$719K +$710K +13,000 New
SFC
564
Strategic Financial Concepts
Texas
$700K +$320K +5,865 +86%
CM
565
Columbus Macro
Pennsylvania
$700K -$9.18K -168 -1%
MWM
566
Meridian Wealth Management
Kentucky
$697K +$119K +2,175 +21%
BAM
567
BTS Asset Management
Massachusetts
$695K +$171K +3,138 +33%
FPAS
568
Focus Partners Advisor Solutions
Missouri
$693K -$46.7K -856 -6%
TAM
569
Tucker Asset Management
Colorado
$687K +$190K +3,484 +39%
DIA
570
Dana Investment Advisors
Wisconsin
$684K -$97.3K -1,781 -13%
Bank of Montreal
571
Bank of Montreal
Ontario, Canada
$673K +$350K +6,416 +112%
JF
572
JSF Financial
California
$668K +$88.7K +1,624 +16%
LS
573
Leelyn Smith
Illinois
$656K +$70.3K +1,288 +12%
III
574
Independent Investors Inc
New York
$651K +$54.6K +1,000 +9%
BWM
575
Baystate Wealth Management
Massachusetts
$649K +$34.4K +629 +6%