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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 %
US Bancorp
701
US Bancorp
Minnesota
$361K +$23.8K +445 +7%
CFO
702
Collective Family Office
Pennsylvania
$361K +$361K +6,745 New
IIA
703
IPG Investment Advisors
California
$360K +$30K +560 +9%
CBFP
704
Cedar Brook Financial Partners
Ohio
$359K -$55.5K -1,036 -13%
VC
705
Veracity Capital
Georgia
$358K +$3.75K +70 +1%
AA
706
Argent Advisors
Louisiana
$357K +$166K +3,100 +87%
APW
707
Atlantic Private Wealth
North Carolina
$350K
SFC
708
SYM Financial Corp
Indiana
$350K +$350K +6,530 New
BBI
709
Baxter Bros Inc
Connecticut
$347K +$347K +6,484 New
FFN
710
Focus Financial Network
Minnesota
$347K +$27K +505 +8%
JWBC
711
John W. Brooker & Co
California
$346K +$12.1K +226 +4%
CPRC
712
Consolidated Portfolio Review Corp
New York
$345K +$345K +6,441 New
RFN
713
RDA Financial Network
Iowa
$338K +$338K +6,312 New
KeyBank National Association
714
KeyBank National Association
Ohio
$338K +$338K +6,303 New
SF
715
Slagle Financial
Illinois
$332K +$332K +6,192 New
MA
716
Montag & Associates
Georgia
$326K +$25.9K +483 +9%
FA
717
Fountainhead AM
New Jersey
$326K +$326K +6,093 New
AB
718
Atlas Brown
Kentucky
$325K -$20.2K -377 -6%
MSFS
719
Main Street Financial Solutions
Pennsylvania
$317K +$119K +2,216 +60%
SEP
720
Southland Equity Partners
Missouri
$315K +$118K +2,203 +60%
LFA
721
LGT Financial Advisors
Texas
$314K -$111K -2,072 -26%
WFA
722
Websterrogers Financial Advisors
South Carolina
$313K +$46.3K +864 +17%
SWM
723
Sugarloaf Wealth Management
Georgia
$311K +$53.2K +993 +21%
HSWM
724
Hubbell Strickland Wealth Management
Louisiana
$311K +$4.93K +92 +2%
TC
725
TAGStone Capital
North Carolina
$307K +$5.46K +102 +2%