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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 %
TC
651
TownSquare Capital
Utah
$477K -$148K -2,758 -24%
SIC
652
Samalin Investment Counsel
New York
$473K -$10K -187 -2%
BCG
653
Breakwater Capital Group
New Jersey
$470K +$98.9K +1,875 +27%
SAF
654
Smith Anglin Financial
Texas
$470K +$73.6K +1,375 +19%
BFEC
655
Benjamin F. Edwards & Company
Missouri
$464K +$50.7K +947 +12%
SAM
656
Seelaus Asset Management
New Jersey
$463K
FCA
657
Fortis Capital Advisors
Kansas
$456K +$173K +3,239 +61%
AA
658
Advisory Alpha
Michigan
$452K -$360K -6,724 -44%
PPWM
659
Paragon Private Wealth Management
Kentucky
$452K
CT
660
Clearstead Trust
Maine
$449K +$162K +3,030 +57%
Wolverine Trading
661
Wolverine Trading
Illinois
$447K -$264K -4,926 -37%
NFSG
662
Newbridge Financial Services Group
Florida
$443K +$147K +2,751 +50%
APA
663
Astoria Portfolio Advisors
New York
$441K -$143K -2,745 -24%
DPI
664
Diversified Portfolios Inc
Michigan
$440K +$212K +3,955 +93%
WPC
665
Wedmont Private Capital
Pennsylvania
$437K +$437K +8,200 New
SDWIA
666
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$437K +$437K +8,156 New
WLPWM
667
Walled Lake Planning & Wealth Management
Illinois
$435K -$1.07K -20 -0.2%
JIC
668
Joel Isaacson & Co
New York
$432K -$59.6K -1,112 -12%
ICM
669
IMS Capital Management
Oregon
$432K +$13.6K +253 +3%
ACA
670
Atlas Capital Advisors
Wyoming
$430K -$123K -2,300 -22%
LAM
671
LifePro Asset Management
California
$430K -$16.4K -306 -4%
SG
672
StoneX Group
New York
$429K +$191K +3,557 +80%
SWM
673
Stockman Wealth Management
Montana
$426K +$29.5K +551 +7%
CP
674
Coho Partners
Pennsylvania
$426K +$191K +3,561 +81%
WA
675
WESPAC Advisors
California
$425K