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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
IC
701
IEQ Capital
California
$288K +$284K +5,209 New
ICG
702
InterOcean Capital Group
Tennessee
$284K +$280K +5,133 New
VHAM
703
Van Hulzen Asset Management
California
$282K +$279K +5,104 New
AFG
704
Alterity Financial Group
Maine
$279K -$22.4K -410 -8%
ACM
705
Advance Capital Management
Michigan
$278K +$275K +5,032 New
CAM
706
Columbia Asset Management
Michigan
$277K +$273K +5,000 New
FMTCOCP
707
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$277K +$273K +5,000 New
BAM
708
BOS Asset Management
Illinois
$277K +$7.48K +137 +3%
GC
709
Gratus Capital
Georgia
$277K +$273K +5,000 New
WFA
710
Websterrogers Financial Advisors
South Carolina
$276K +$272K +4,981 New
CCC
711
Chelsea Counsel Company
California
$276K
AA
712
Argent Advisors
Louisiana
$269K -$71K -1,300 -27%
NL
713
NWAM LLC
Washington
$269K +$48.2K +883 +22%
Fisher Asset Management
714
Fisher Asset Management
Washington
$268K +$25.4K +465 +11%
MIM
715
Moseley Investment Management
Florida
$267K +$264K +4,830 New
SWM
716
Sugarloaf Wealth Management
Georgia
$266K +$12.6K +230 +5%
ACM
717
Allred Capital Management
Texas
$265K +$262K +4,795 New
VA
718
Valmark Advisers
Ohio
$265K +$262K +4,792 New
BL
719
BFSG LLC
California
$264K +$261K +4,772 New
SXL
720
Summit X LLC
Missouri
$264K -$5.57K -102 -2%
PSIWM
721
Paradigm Strategies in Wealth Management
Minnesota
$262K
AssetMark Inc
722
AssetMark Inc
California
$261K +$40.5K +741 +19%
TIA
723
Tiemann Investment Advisors
California
$260K -$10.9K -200 -4%
CF
724
Copperwynd Financial
Arizona
$260K -$6.54M -119,793 -96%
CP
725
Capital Planning
Washington
$259K +$256K +4,680 New