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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 %
MPCG
801
Matrix Private Capital Group
New York
$46.7K +$46.7K +844 New
AWM
802
Abound Wealth Management
Tennessee
$46.5K +$46.5K +841 New
RCM
803
Raleigh Capital Management
North Carolina
$46.2K -$55 -1 -0.1%
HFS
804
Hantz Financial Services
Michigan
$46K +$45.9K +826 +82,600%
CLOS
805
Compagnie Lombard Odier SCmA
Switzerland
$44.8K
BWL
806
Bogart Wealth LLC
Virginia
$44.3K
ADL
807
Asset Dedication LLC
California
$42K +$31K +566 +283%
POIA
808
Pin Oak Investment Advisors
Texas
$38K +$110 +2 +0.3%
National Bank of Canada
809
National Bank of Canada
Quebec, Canada
$37.9K +$7.46K +135 +25%
TPCW
810
TD Private Client Wealth
New York
$37.2K -$2.49K -45 -6%
WIM
811
Westside Investment Management
California
$33K
FFA
812
Founders Financial Alliance
North Carolina
$32.3K +$2.21K +40 +7%
GTAM
813
Global Trust Asset Management
Florida
$30K +$18.3K +330 +155%
WP
814
WealthShield Partners
North Carolina
$29.2K
MCM
815
Manchester Capital Management
Vermont
$27.4K +$27.4K +495 New
SIC
816
Salem Investment Counselors
North Carolina
$26.9K
FM
817
Family Management
New York
$25.2K
CSC
818
Caldwell Sutter Capital
California
$25.1K +$25.1K +453 New
PCM
819
Perritt Capital Management
Illinois
$24.9K +$24.9K +450 New
FRA
820
Front Row Advisors
California
$21K +$5.46K +100 +35%
RMC
821
Resources Management Corp
Connecticut
$19K +$15.5K +285 +438%
IPW
822
Impact Partnership Wealth
Georgia
$17.7K +$17.7K +320 New
OIA
823
Optimum Investment Advisors
Illinois
$16.6K
MFC
824
Morris Financial Concepts
South Carolina
$16K +$16K +290 New
MSFP
825
Mark Sheptoff Financial Planning
Connecticut
$15.5K