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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
CC
726
Claybrook Capital
Massachusetts
$254K +$250K +4,584 New
SIM
727
Seaview Investment Managers
Florida
$250K -$65.2K -1,194 -21%
CWM
728
Curi Wealth Management
North Carolina
$250K +$246K +4,513 New
CCT
729
Capital City Trust
Florida
$247K +$244K +4,472 New
CA
730
Carson Advisory
Georgia
$246K +$4.04K +74 +2%
SG
731
StoneX Group
New York
$246K -$2.57K -47 -1%
EIP
732
Easterly Investment Partners
Massachusetts
$246K +$243K +4,441 New
SEI Investments
733
SEI Investments
Pennsylvania
$245K +$242K +4,425 New
CP
734
Coho Partners
Pennsylvania
$243K +$240K +4,388 New
PJSIMP
735
P.J. Schmidt Investment Management (PJS)
Wisconsin
$241K +$236K +4,323 New
CCM
736
Coldstream Capital Management
Washington
$239K +$236K +4,318 New
FF
737
Fluent Financial
Texas
$238K +$235K +4,306 New
DPI
738
Diversified Portfolios Inc
Michigan
$236K +$233K +4,261 New
FAG
739
Fortitude Advisory Group
Washington
$236K +$232K +4,257 New
FFM
740
Forum Financial Management
Illinois
$232K -$51.9K -951 -19%
FFG
741
Fortem Financial Group
California
$226K -$18.9K -346 -8%
SFS
742
Security Financial Services
Indiana
$224K +$5.35K +98 +2%
CT
743
Colonial Trust
South Carolina
$223K +$98.3K +1,800 +80%
EWM
744
Empirical Wealth Management
Washington
$221K +$218K +3,991 New
LNWTC
745
Laird Norton Wetherby Trust Company
Washington
$221K -$9.39K -172 -4%
EWA
746
Etesian Wealth Advisors
Oregon
$219K +$216K +3,964 New
CFS
747
CRA Financial Services
New Jersey
$218K +$215K +3,944 New
FPWM
748
FSB Premier Wealth Management
Iowa
$211K +$208K +3,805 New
QCIG
749
Quad-Cities Investment Group
Iowa
$210K +$3.39K +62 +2%
SEEDPG
750
S.E.E.D. Planning Group
New York
$210K