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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 %
MCM
676
Mendel Capital Management
Arkansas
$423K +$423K +7,907 New
MWM
677
Marion Wealth Management
Pennsylvania
$423K -$20.7K -387 -5%
CHJWM
678
Carlton Hofferkamp & Jenks Wealth Management
Texas
$423K +$54.7K +1,044 +15%
IAS
679
Insigneo Advisory Services
Florida
$419K +$419K +7,825 New
Qube Research & Technologies (QRT)
680
Qube Research & Technologies (QRT)
United Kingdom
$418K +$336K +6,269 +406%
IAP
681
Indie Asset Partners
Indiana
$418K -$5.25K -98 -1%
Fifth Third Bancorp
682
Fifth Third Bancorp
Ohio
$412K +$124K +2,314 +43%
MIM
683
Moseley Investment Management
Florida
$411K +$152K +2,838 +59%
KFI
684
Key Financial Inc
Pennsylvania
$406K
DIA
685
Dana Investment Advisors
Wisconsin
$403K -$259K -4,837 -39%
GIA
686
Gladstone Institutional Advisory
Florida
$403K -$25.2K -470 -6%
CC
687
Cannell & Co
New York
$402K
EWM
688
Endowment Wealth Management
Wisconsin
$401K -$32.4K -605 -7%
Betterment LLC
689
Betterment LLC
New York
$396K +$24.9K +465 +7%
NWA
690
Navis Wealth Advisors
New York
$392K
CCB
691
Cutter & Co Brokerage
Missouri
$390K +$36.2K +675 +10%
Prudential Financial
692
Prudential Financial
New Jersey
$385K +$95.7K +1,786 +33%
FVWA
693
Foster Victor Wealth Advisors
South Carolina
$384K +$182K +3,438 +91%
PFA
694
Pinnacle Family Advisors
Missouri
$381K +$29.8K +557 +8%
TPWA
695
TRUE Private Wealth Advisors
Oregon
$378K +$2.09K +39 +0.6%
AAS
696
Asset Allocation Strategies
Michigan
$375K +$80.9K +1,510 +28%
NL
697
Navalign LLC
California
$372K +$372K +6,950 New
SI
698
SimpliFi Inc
California
$369K +$6.53K +122 +2%
FFW
699
Fusion Family Wealth
New York
$367K
CT
700
Colonial Trust
South Carolina
$364K +$140K +2,543 +63%