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JPMorgan Equity Premium Income ETF

853 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, 511 increasing their positions, 145 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
+101
Holders Change %
+13.43%
% of All Funds
13.45%
Holding in Top 10
139
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+16.81%
% of All Funds
2.19%
New
144
Increased
511
Reduced
145
Closed
39
Calls
$21.2M
Puts
$20.2M
Net Calls
+$1.04M
Net Calls Change
-$8.94M
Name Holding Trade Value Shares
Change
Shares
Change %
FP
776
Financial Perspectives
Minnesota
$117K +$117K +2,116 New
LFG
777
Larson Financial Group
Missouri
$111K +$13K +235 +13%
IBOK
778
Independence Bank of Kentucky
Kentucky
$111K
Citigroup
779
Citigroup
New York
$107K +$95.2K +1,720 +789%
BFA
780
BBJS Financial Advisors
Washington
$101K
KTC
781
Kistler-Tiffany Companies
Pennsylvania
$101K +$277 +5 +0.3%
FMII
782
Farmers & Merchants Investments Inc
Nebraska
$94.1K
AAG
783
Armstrong Advisory Group
Massachusetts
$91.2K +$79.7K +1,441 +693%
VAG
784
VisionPoint Advisory Group
Texas
$81.6K +$81.6K +1,474 New
WWP
785
WR Wealth Planners
Missouri
$78.9K +$78.9K +1,426 New
UB
786
UMB Bank
Missouri
$73.2K +$66.1K +1,194 +926%
SCA
787
Stonebridge Capital Advisors
Minnesota
$71.9K +$22.1K +400 +44%
Qube Research & Technologies (QRT)
788
Qube Research & Technologies (QRT)
United Kingdom
$71.3K +$71.3K +1,544 New
SMA
789
Sage Mountain Advisors
Georgia
$68.6K +$68.6K +1,240 New
JFGIW
790
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$68.1K +$68.1K +1,230 New
OLVIG
791
Oliver Lagore Vanvalin Investment Group
Michigan
$65.8K +$10.5K +190 +19%
AWM
792
Atticus Wealth Management
Florida
$64.3K +$1.44K +26 +2%
First Manhattan
793
First Manhattan
New York
$58.1K
BWA
794
BDO Wealth Advisors
Florida
$55.3K
BAM
795
Bellevue Asset Management
Washington
$55.3K
VNA
796
Valley National Advisers
Pennsylvania
$55K +$17.5K +310 +47%
SF
797
Safeguard Financial
Wisconsin
$53K +$53K +974 New
WT
798
Whittier Trust
California
$50.5K +$50.5K +912 New
EWP
799
Elevation Wealth Partners
California
$49K +$1.11K +20 +2%
CA
800
Centerpoint Advisors
Massachusetts
$47K