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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
TC
576
TownSquare Capital
Utah
$646K +$41.9K +768 +7%
HCM
577
Highlander Capital Management
New Jersey
$642K +$8.19K +150 +1%
TCWM
578
Total Clarity Wealth Management
Illinois
$637K +$24.3K +445 +4%
PFP
579
Paragon Financial Partners
California
$637K +$1.53K +28 +0.2%
SFA
580
Souders Financial Advisors
Ohio
$637K +$628K +11,507 New
CMS
581
Capital Market Strategies
Florida
$635K -$8.79K -161 -1%
TC
582
Trust Company
Kansas
$630K +$37.6K +688 +6%
GFA
583
Gallagher Fiduciary Advisors
Illinois
$630K +$205K +3,754 +49%
PFGIA
584
Patriot Financial Group Insurance Agency
Massachusetts
$628K +$38.3K +701 +5%
WP
585
Wealthspan Partners
Iowa
$623K +$101K +1,846 +20%
APA
586
Astoria Portfolio Advisors
New York
$620K -$22.1K -404 -3%
RPGK
587
Retirement Planning Group (Kansas)
Kansas
$609K +$155K +2,833 +35%
KWA
588
KCS Wealth Advisory
California
$594K +$586K +10,732 New
LWM
589
LJI Wealth Management
Indiana
$593K +$9.78K +179 +2%
CAP
590
Columbia Advisory Partners
Washington
$572K +$47.7K +874 +9%
EWM
591
Evercore Wealth Management
New York
$572K
ACA
592
Atlas Capital Advisors
Wyoming
$571K -$631K -11,556 -53%
CFA
593
Capstone Financial Advisors
Illinois
$568K +$66.4K +1,216 +13%
WI
594
Wintrust Investments
Illinois
$567K +$559K +10,242 New
CG
595
Colony Group
Massachusetts
$565K +$31.2K +571 +6%
HW
596
Hamilton Wealth
California
$563K +$556K +10,179 New
Vontobel Holding
597
Vontobel Holding
Switzerland
$561K +$554K +10,142 New
State Farm Mutual Automobile Insurance
598
State Farm Mutual Automobile Insurance
Illinois
$553K
SNB
599
Security National Bank
Nebraska
$551K +$544K +9,954 New
ARC
600
Advisor Resource Council
Texas
$541K -$164K -2,995 -23%