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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
MFA
601
Mayflower Financial Advisors
Massachusetts
$541K +$534K +9,773 New
BAAM
602
Baker Avenue Asset Management
California
$539K +$69.3K +1,269 +15%
ECA
603
Elevated Capital Advisors
Utah
$538K -$243K -4,454 -31%
BJL
604
Brighton Jones LLC
Washington
$538K +$230K +4,205 +76%
WP
605
WealthSource Partners
California
$532K +$525K +9,614 New
1WM
606
1900 Wealth Management
Texas
$529K +$522K +9,564 New
AWM
607
Avior Wealth Management
Nebraska
$526K -$37.1K -680 -7%
WP
608
WealthSpring Partners
California
$517K +$39.6K +726 +8%
BRA
609
Biechele Royce Advisors
Indiana
$516K +$19.1K +350 +4%
MAM
610
Meeder Asset Management
Ohio
$515K +$1.36K +25 +0.3%
BC
611
Belmont Capital
California
$511K +$504K +9,229 New
JIC
612
Joel Isaacson & Co
New York
$508K -$91.7K -1,680 -15%
TDC
613
Thompson Davis & Co
Virginia
$506K +$54.6K +1,000 +12%
SIC
614
Samalin Investment Counsel
New York
$499K +$226K +4,138 +85%
SC
615
Sepio Capital
Utah
$491K
LSA
616
L & S Advisors
California
$481K +$475K +8,700 New
SAM
617
Seelaus Asset Management
New Jersey
$479K
FIC
618
Family Investment Center
Missouri
$478K +$471K +8,631 New
CC
619
Courier Capital
New York
$473K +$29.5K +541 +7%
FAM
620
Frontier Asset Management
Wyoming
$470K -$31.1K -570 -6%
DI
621
DFPG Investments
Utah
$470K +$463K +8,470 New
WMP
622
Wealth Management Partners
Arizona
$467K -$1.75K -32 -0.4%
PPWM
623
Paragon Private Wealth Management
Kentucky
$467K -$109 -2 -0%
MGIA
624
Moneta Group Investment Advisors
Missouri
$462K
WSCM
625
Wellington Shields Capital Management
New York
$462K +$109 +2 +0%