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JPMorgan Equity Premium Income ETF

752 hedge funds and large institutions have $10.7B invested in JPMorgan Equity Premium Income ETF in 2023 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 457 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
+108
Holders Change %
+16.77%
% of All Funds
12.04%
Holding in Top 10
119
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.21%
% of All Funds
1.9%
New
163
Increased
457
Reduced
103
Closed
37
Calls
$28.9M
Puts
$18.9M
Net Calls
+$9.98M
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MAG
651
MRA Advisory Group
New Jersey
$217K +$217K +3,983 New
AssetMark Inc
652
AssetMark Inc
California
$217K +$80K +1,465 +58%
NL
653
NWAM LLC
Washington
$217K -$278K -5,094 -56%
SFS
654
Security Financial Services
Indiana
$216K +$13.4K +245 +7%
WCA
655
Westover Capital Advisors
Delaware
$211K -$6.12K -112 -3%
SEEDPG
656
S.E.E.D. Planning Group
New York
$207K +$207K +3,800 New
CCB
657
Cutter & Co Brokerage
Missouri
$206K +$206K +3,766 New
QCIG
658
Quad-Cities Investment Group
Iowa
$204K +$204K +3,739 New
KCFA
659
Key Client Fiduciary Advisors
New Jersey
$203K +$203K +3,725 New
MSFS
660
Main Street Financial Solutions
Pennsylvania
$202K +$202K +3,701 New
BB
661
Bell Bank
North Dakota
$202K +$202K +3,691 New
JWA
662
JFS Wealth Advisors
Pennsylvania
$197K +$6.44K +118 +3%
CIAS
663
Capital Investment Advisory Services
North Carolina
$196K +$137K +2,501 +229%
MCC
664
Money Concepts Capital
Florida
$192K -$78.1K -7,678 -29%
AA
665
AlphaMark Advisors
Kentucky
$191K +$182K +3,327 +1,912%
AWA
666
Alaska Wealth Advisors
Alaska
$188K +$188K +3,452 New
EBA
667
Eagle Bay Advisors
New York
$176K +$176K +3,226 New
PTC
668
Private Trust Company
Ohio
$162K
AIC
669
Archer Investment Corporation
Indiana
$144K +$144K +2,637 New
FWA
670
FSC Wealth Advisors
New York
$137K +$66.3K +1,214 +94%
Fifth Third Bancorp
671
Fifth Third Bancorp
Ohio
$135K +$8.95K +164 +7%
AAP
672
Arax Advisory Partners
Colorado
$125K
CT
673
Colonial Trust
South Carolina
$123K
BTI
674
Blue Trust Inc
Georgia
$121K
Commonwealth Equity Services
675
Commonwealth Equity Services
Massachusetts
$111K +$44K +805,667 +65%