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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
SF
801
Safeguard Financial
Wisconsin
$53K +$53.2K +974 New
WT
802
Whittier Trust
California
$50.5K +$49.8K +912 New
EWP
803
Elevation Wealth Partners
California
$49K +$1.09K +20 +2%
CA
804
Centerpoint Advisors
Massachusetts
$47K
MPCG
805
Matrix Private Capital Group
New York
$46.7K +$46.1K +844 New
AWM
806
Abound Wealth Management
Tennessee
$46.5K +$45.9K +841 New
RCM
807
Raleigh Capital Management
North Carolina
$46.2K -$55 -1 -0.1%
HFS
808
Hantz Financial Services
Michigan
$46K +$45.1K +826 +82,600%
CLOS
809
Compagnie Lombard Odier SCmA
Switzerland
$44.8K
BWL
810
Bogart Wealth LLC
Virginia
$44.3K
ADL
811
Asset Dedication LLC
California
$42K +$30.9K +566 +283%
POIA
812
Pin Oak Investment Advisors
Texas
$38K +$109 +2 +0.3%
National Bank of Canada
813
National Bank of Canada
Quebec, Canada
$37.9K +$7.37K +135 +25%
TPCW
814
TD Private Client Wealth
New York
$37.2K -$2.46K -45 -6%
WIM
815
Westside Investment Management
California
$33K
FFA
816
Founders Financial Alliance
North Carolina
$32.3K +$2.18K +40 +7%
GTAM
817
Global Trust Asset Management
Florida
$30K +$18K +330 +155%
WP
818
WealthShield Partners
North Carolina
$29.2K
MCM
819
Manchester Capital Management
Vermont
$27.4K +$27K +495 New
SIC
820
Salem Investment Counselors
North Carolina
$26.9K
FM
821
Family Management
New York
$25.2K
CSC
822
Caldwell Sutter Capital
California
$25.1K +$24.7K +453 New
PCM
823
Perritt Capital Management
Illinois
$24.9K +$24.6K +450 New
FRA
824
Front Row Advisors
California
$21K +$5.46K +100 +35%
RMC
825
Resources Management Corp
Connecticut
$19K +$15.6K +285 +438%