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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 %
PWPS
601
Pinnacle Wealth Planning Services
Ohio
$637K +$637K +11,896 New
BWM
602
Baystate Wealth Management
Massachusetts
$636K +$8.62K +161 +1%
LS
603
Leelyn Smith
Illinois
$635K
IBOK
604
Independence Bank of Kentucky
Kentucky
$623K +$516K +9,630 +482%
CAM
605
Cozad Asset Management
Illinois
$620K +$195K +3,638 +46%
HCM
606
Highlander Capital Management
New Jersey
$611K -$10.7K -200 -2%
MWM
607
MBE Wealth Management
Wisconsin
$607K +$607K +11,324 New
CAP
608
Columbia Advisory Partners
Washington
$602K +$48.4K +904 +9%
LIG
609
Lokken Investment Group
Delaware
$601K +$172K +3,207 +40%
1WM
610
1900 Wealth Management
Texas
$599K +$87K +1,624 +17%
RPGK
611
Retirement Planning Group (Kansas)
Kansas
$592K +$2.14K +40 +0.4%
OP
612
ORG Partners
Indiana
$587K -$296K -5,533 -34%
SFWA
613
Summit Financial Wealth Advisors
Louisiana
$583K +$583K +10,875 New
GFA
614
Gallagher Fiduciary Advisors
Illinois
$579K -$30.1K -562 -5%
AA
615
AlphaMark Advisors
Kentucky
$568K +$179K +3,343 +46%
DA
616
Dover Advisors
Virginia
$558K +$157K +2,925 +39%
CM
617
Columbus Macro
Pennsylvania
$553K -$124K -2,313 -18%
BCP
618
Blue Chip Partners
Michigan
$551K +$209K +3,909 +61%
FFA
619
Farther Finance Advisors
California
$549K +$166K +3,094 +43%
HW
620
Hamilton Wealth
California
$546K +$536 +10 +0.1%
Vontobel Holding
621
Vontobel Holding
Switzerland
$543K
CAM
622
CPA Asset Management
Florida
$543K +$213K +3,972 +64%
ECA
623
Elevated Capital Advisors
Utah
$538K +$16.7K +312 +3%
PSCM
624
Per Stirling Capital Management
Texas
$535K +$186K +3,470 +53%
MAM
625
Meeder Asset Management
Ohio
$532K +$33K +616 +7%