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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 %
BAM
751
BOS Asset Management
Illinois
$270K +$1.93K +36 +0.7%
CAM
752
Columbia Asset Management
Michigan
$268K
GC
753
Gratus Capital
Georgia
$268K
RWM
754
RBA Wealth Management
California
$267K -$19.2K -358 -7%
CCC
755
Chelsea Counsel Company
California
$267K
AssetMark Inc
756
AssetMark Inc
California
$265K +$12.6K +235 +5%
FAM
757
Formidable Asset Management
Ohio
$259K +$259K +4,842 New
EF
758
Empirical Finance
Pennsylvania
$257K +$257K +4,805 New
SEI Investments
759
SEI Investments
Pennsylvania
$255K +$17.7K +331 +7%
TIA
760
Tiemann Investment Advisors
California
$252K
CP
761
Capital Planning
Washington
$251K
CFS
762
CRA Financial Services
New Jersey
$250K +$39K +728 +18%
CC
763
Claybrook Capital
Massachusetts
$246K
AFC
764
AFT Forsyth & Company
Florida
$242K +$43.4K +811 +22%
CA
765
Carson Advisory
Georgia
$241K +$3.27K +61 +1%
GC
766
Garde Capital
Washington
$241K -$42.8K -800 -15%
BFWA
767
Benchmark Financial Wealth Advisors
Florida
$240K +$240K +4,474 New
SIG
768
Spinnaker Investment Group
California
$239K -$861K -16,081 -78%
BB
769
Bell Bank
North Dakota
$237K +$237K +4,417 New
BFG
770
Berger Financial Group
Minnesota
$235K +$235K +4,388 New
WANY
771
Wealthspire Advisors (New York)
New York
$233K +$233K +4,344 New
AWS
772
Aspen Wealth Strategies
Colorado
$233K +$233K +4,357 New
SIM
773
Seaview Investment Managers
Florida
$233K -$9.32K -174 -4%
PP
774
PDS Planning
Ohio
$231K +$231K +4,321 New
FF
775
Fluent Financial
Texas
$231K