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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
RWM
676
Revisor Wealth Management
Ohio
$332K +$328K +6,000 New
FFN
677
Focus Financial Network
Minnesota
$330K +$73.1K +1,339 +29%
FCAG
678
First Capital Advisors Group
New Jersey
$327K +$253K +4,634 +362%
SIA
679
SkyView Investment Advisors
New Jersey
$327K +$323K +5,914 New
JSL
680
JT Stratford LLC
Georgia
$326K -$1.45M -26,470 -82%
HSWM
681
Hubbell Strickland Wealth Management
Louisiana
$316K +$7.81K +143 +3%
TC
682
TAGStone Capital
North Carolina
$312K +$6.88K +126 +2%
DC
683
Defender Capital
North Carolina
$311K
BDF
684
Black Diamond Financial
Maryland
$311K +$6.83K +125 +2%
PA
685
Procyon Advisors
Connecticut
$311K +$306K +5,612 New
MA
686
Montag & Associates
Georgia
$310K +$1.15K +21 +0.4%
BBPWM
687
Blue Bell Private Wealth Management
Pennsylvania
$310K +$295K +5,398 +2,699%
HCP
688
Hexagon Capital Partners
Arkansas
$306K +$212K +3,875 +234%
NFSG
689
Newbridge Financial Services Group
Florida
$306K +$78.8K +1,443 +35%
REMPR
690
Roof Eidam Maycock Peralta (REMP)
California
$304K
AAS
691
Asset Allocation Strategies
Michigan
$303K +$299K +5,482 New
Prudential Financial
692
Prudential Financial
New Jersey
$299K +$50.8K +930 +21%
Fifth Third Bancorp
693
Fifth Third Bancorp
Ohio
$297K +$159K +2,910 +118%
RWM
694
RBA Wealth Management
California
$296K +$328 +6 +0.1%
CT
695
Clearstead Trust
Maine
$296K +$292K +5,350 New
AFA
696
Alpha Financial Advisors
North Carolina
$296K
P
697
&Partners
Tennessee
$295K
GC
698
Garde Capital
Washington
$293K +$289K +5,300 New
FCA
699
Fortis Capital Advisors
Kansas
$292K +$36.5K +668 +15%
CT
700
Coastline Trust
Rhode Island
$290K +$286K +5,245 New