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JPMorgan Equity Premium Income ETF

887 hedge funds and large institutions have $12.9B invested in JPMorgan Equity Premium Income ETF in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 526 increasing their positions, 189 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
887
Holders Change
+34
Holders Change %
+3.99%
% of All Funds
14.14%
Holding in Top 10
136
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.16%
% of All Funds
2.17%
New
107
Increased
526
Reduced
189
Closed
63
Calls
$43.6M
Puts
$19.4M
Net Calls
+$24.2M
Net Calls Change
+$23.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AMM
576
American Money Management
California
$735K +$21.5K +401 +3%
FCA
577
FinTrust Capital Advisors
South Carolina
$735K -$588K -10,985 -44%
DI
578
DFPG Investments
Utah
$733K +$282K +5,283 +62%
Bank of Montreal
579
Bank of Montreal
Ontario, Canada
$725K +$53.7K +972 +8%
SFA
580
Souders Financial Advisors
Ohio
$725K +$108K +2,020 +18%
EL
581
EMFO LLC
Florida
$723K
SC
582
Sepio Capital
Utah
$715K +$240K +4,472 +50%
OA
583
Oxbow Advisors
Texas
$696K +$696K +13,000 New
FIC
584
Family Investment Center
Missouri
$692K +$230K +4,298 +50%
WI
585
Wintrust Investments
Illinois
$682K +$133K +2,488 +24%
ACM
586
Advance Capital Management
Michigan
$681K +$411K +7,679 +153%
MSAM
587
Moloney Securities Asset Management
Missouri
$678K -$45K -840 -6%
LWA
588
Lineweaver Wealth Advisors
Ohio
$671K +$671K +12,530 New
MW
589
Marcum Wealth
Ohio
$669K -$42.6K -795 -6%
FPAS
590
Focus Partners Advisor Solutions
Missouri
$667K -$3.86K -72 -0.6%
CFB
591
Cullen/Frost Bankers
Texas
$666K +$666K +12,440 New
TC
592
Trust Company
Kansas
$664K +$53.8K +1,004 +9%
SAG
593
SageView Advisory Group
California
$664K +$298K +5,555 +81%
KAM
594
Kraft Asset Management
Tennessee
$661K +$661K +12,346 New
WP
595
WealthSource Partners
California
$657K +$142K +2,644 +28%
SFG
596
SNS Financial Group
Minnesota
$651K +$318K +5,941 +96%
WP
597
Wealthspan Partners
Iowa
$649K +$45.4K +847 +8%
BAM
598
BTS Asset Management
Massachusetts
$648K -$25.3K -473 -4%
PFP
599
Paragon Financial Partners
California
$642K +$25.9K +483 +4%
MAC
600
Mason & Associates (California)
California
$637K +$637K +11,900 New