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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
HF
626
HRT Financial
New York
$461K +$455K +8,334 New
LAM
627
LifePro Asset Management
California
$461K -$208K -3,800 -31%
MWM
628
Marion Wealth Management
Pennsylvania
$459K +$453K +8,291 New
WLPWM
629
Walled Lake Planning & Wealth Management
Illinois
$451K +$5.41K +99 +1%
EWM
630
Endowment Wealth Management
Wisconsin
$448K +$15.3K +281 +4%
LIG
631
Lokken Investment Group
Delaware
$443K +$57.3K +1,049 +15%
GIA
632
Gladstone Institutional Advisory
Florida
$442K
LFA
633
LGT Financial Advisors
Texas
$439K +$110K +2,014 +34%
WA
634
WESPAC Advisors
California
$439K -$9.39K -172 -2%
CAM
635
Cozad Asset Management
Illinois
$439K +$148K +2,706 +52%
IAP
636
Indie Asset Partners
Indiana
$438K +$50.5K +925 +13%
ICM
637
IMS Capital Management
Oregon
$432K +$427K +7,810 New
CBFP
638
Cedar Brook Financial Partners
Ohio
$428K +$25.9K +474 +7%
BFEC
639
Benjamin F. Edwards & Company
Missouri
$427K -$68.4K -1,252 -14%
GRP
640
Global Retirement Partners
California
$426K +$349K +6,383 +488%
KFI
641
Key Financial Inc
Pennsylvania
$420K +$2.29K +42 +0.6%
DA
642
Dover Advisors
Virginia
$415K +$78.6K +1,439 +24%
CC
643
Cannell & Co
New York
$415K +$410K +7,500 New
BBP
644
Banco BTG Pactual
Brazil
$413K +$407K +7,461 New
SWM
645
Stockman Wealth Management
Montana
$409K +$50.2K +920 +14%
SAF
646
Smith Anglin Financial
Texas
$409K +$404K +7,393 New
NWA
647
Navis Wealth Advisors
New York
$405K
AA
648
AlphaMark Advisors
Kentucky
$401K +$205K +3,753 +107%
FFA
649
Farther Finance Advisors
California
$396K -$31.9K -584 -8%
LWM
650
Laidlaw Wealth Management
New York
$394K -$177K -3,247 -31%