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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 %
Simplex Trading
726
Simplex Trading
Illinois
$306K +$306K +5,726 New
PSIWM
727
Paradigm Strategies in Wealth Management
Minnesota
$304K +$50.3K +939 +20%
SWIM
728
Smallwood Wealth Investment Management
New Jersey
$304K -$38.5K -719 -11%
JSL
729
JT Stratford LLC
Georgia
$303K -$12.9K -240 -4%
DC
730
Defender Capital
North Carolina
$301K
KWA
731
KCS Wealth Advisory
California
$298K -$277K -5,167 -48%
Northern Trust
732
Northern Trust
Illinois
$295K -$727K -13,565 -71%
REMPR
733
Roof Eidam Maycock Peralta (REMP)
California
$295K
Legacy Financial Group (Iowa)
734
Legacy Financial Group (Iowa)
Iowa
$294K +$294K +5,487 New
CCT
735
Capital City Trust
Florida
$292K +$52.6K +982 +22%
EWA
736
Etesian Wealth Advisors
Oregon
$292K +$79.6K +1,486 +37%
GWM
737
Greenwich Wealth Management
Connecticut
$291K +$291K +5,433 New
AFG
738
Alterity Financial Group
Maine
$289K +$19.6K +366 +7%
BBPWM
739
Blue Bell Private Wealth Management
Pennsylvania
$289K -$10.7K -200 -4%
PJSIMP
740
P.J. Schmidt Investment Management (PJS)
Wisconsin
$289K +$59.3K +1,116 +26%
FW
741
FirstPurpose Wealth
Utah
$289K +$289K +5,390 New
CCM
742
Coldstream Capital Management
Washington
$287K +$56K +1,046 +24%
AFA
743
Alpha Financial Advisors
North Carolina
$286K
P
744
&Partners
Tennessee
$286K
EW
745
Element Wealth
Mississippi
$282K +$282K +5,260 New
VA
746
Valmark Advisers
Ohio
$279K +$22.5K +421 +9%
PCA
747
Prosperity Capital Advisors
Ohio
$278K +$278K +5,193 New
HZ
748
Hixon Zuercher
Ohio
$278K -$63.6K -1,187 -19%
BL
749
BFSG LLC
California
$277K +$21.4K +400 +8%
FFS
750
Founders Financial Securities
Maryland
$271K +$271K +5,051 New