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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
IA
751
IAM Advisory
Pennsylvania
$210K -$388K -7,105 -65%
MAM
752
Marotta Asset Management
Virginia
$209K +$206K +3,773 New
FVWA
753
Foster Victor Wealth Advisors
South Carolina
$209K +$207K +3,797 New
WA
754
Wealth Alliance
New York
$206K +$203K +3,716 New
AFC
755
AFT Forsyth & Company
Florida
$206K +$203K +3,715 New
MSFS
756
Main Street Financial Solutions
Pennsylvania
$205K +$382 +7 +0.2%
JWA
757
JFS Wealth Advisors
Pennsylvania
$204K +$4.26K +78 +2%
SEP
758
Southland Equity Partners
Missouri
$204K +$201K +3,683 New
CAAM
759
Cornerstone Advisors Asset Management
Pennsylvania
$202K +$200K +3,654 New
SWA
760
Stratos Wealth Advisors
Ohio
$201K +$199K +3,635 New
WCA
761
Westover Capital Advisors
Delaware
$201K -$12.3K -225 -6%
MA
762
MONECO Advisors
Connecticut
$201K +$198K +3,626 New
CIA
763
Choate Investment Advisors
Massachusetts
$198K +$195K +3,575 New
AWA
764
Alaska Wealth Advisors
Alaska
$187K -$3.93K -72 -2%
EBA
765
Eagle Bay Advisors
New York
$178K
Citadel Advisors
766
Citadel Advisors
Florida
$172K -$353K -6,456 -67%
PTC
767
Private Trust Company
Ohio
$165K
CWAF
768
Core Wealth Advisors (Florida)
Florida
$160K -$311K -5,701 -66%
VWM
769
Venturi Wealth Management
Texas
$158K -$191K -3,500 -55%
AIC
770
Archer Investment Corporation
Indiana
$146K +$55 +1 +0%
HT
771
Headlands Technologies
Illinois
$136K +$115K +2,108 +609%
ACM
772
Antonetti Capital Management
Florida
$133K -$98.3K -1,800 -43%
AAP
773
Arax Advisory Partners
Colorado
$126K
CFD
774
Creative Financial Designs
Indiana
$125K +$119K +2,186 +2,839%
RG
775
Retirement Group
California
$124K +$35.3K +646 +41%