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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
PCA
776
Providence Capital Advisors
North Carolina
$124K +$122K +2,236 New
FA
777
Fiduciary Alliance
South Carolina
$121K +$119K +2,183 New
FWA
778
FSC Wealth Advisors
New York
$119K -$19.1K -350 -14%
FP
779
Financial Perspectives
Minnesota
$117K +$116K +2,116 New
LFG
780
Larson Financial Group
Missouri
$111K +$12.8K +235 +13%
IBOK
781
Independence Bank of Kentucky
Kentucky
$111K
Citigroup
782
Citigroup
New York
$107K +$93.9K +1,720 +789%
BFA
783
BBJS Financial Advisors
Washington
$101K
KTC
784
Kistler-Tiffany Companies
Pennsylvania
$101K +$273 +5 +0.3%
FMII
785
Farmers & Merchants Investments Inc
Nebraska
$94.1K
AAG
786
Armstrong Advisory Group
Massachusetts
$91.2K +$78.7K +1,441 +693%
CAM
787
Chesapeake Asset Management
New York
$82.4K +$78.1K +1,431 +2,511%
VAG
788
VisionPoint Advisory Group
Texas
$81.6K +$80.5K +1,474 New
WWP
789
WR Wealth Planners
Missouri
$78.9K +$77.9K +1,426 New
UB
790
UMB Bank
Missouri
$73.2K +$65.2K +1,194 +926%
SCA
791
Stonebridge Capital Advisors
Minnesota
$71.9K +$21.8K +400 +44%
Qube Research & Technologies (QRT)
792
Qube Research & Technologies (QRT)
United Kingdom
$71.3K +$84.3K +1,544 New
SMA
793
Sage Mountain Advisors
Georgia
$68.6K +$67.7K +1,240 New
JFGIW
794
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$68.1K +$67.2K +1,230 New
OLVIG
795
Oliver Lagore Vanvalin Investment Group
Michigan
$65.8K +$10.4K +190 +19%
AWM
796
Atticus Wealth Management
Florida
$64.3K +$1.42K +26 +2%
First Manhattan
797
First Manhattan
New York
$58.1K
BWA
798
BDO Wealth Advisors
Florida
$55.3K
BAM
799
Bellevue Asset Management
Washington
$55.3K
VNA
800
Valley National Advisers
Pennsylvania
$55K +$16.9K +310 +47%