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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 %
AWA
801
Alaska Wealth Advisors
Alaska
$181K
AIC
802
Archer Investment Corporation
Indiana
$176K +$34.8K +649 +25%
SMA
803
Sage Mountain Advisors
Georgia
$172K +$105K +1,966 +159%
FP
804
Financial Perspectives
Minnesota
$166K +$53.1K +992 +47%
PTC
805
Private Trust Company
Ohio
$159K
RG
806
Retirement Group
California
$153K +$33.2K +621 +28%
CFD
807
Creative Financial Designs
Indiana
$138K +$16.4K +306 +14%
IPW
808
Impact Partnership Wealth
Georgia
$133K +$116K +2,168 +678%
CWA
809
Core Wealth Advisors
Florida
$132K -$22.9K -427 -15%
EBA
810
Eagle Bay Advisors
New York
$131K -$42.1K -786 -24%
ACM
811
Antonetti Capital Management
Florida
$129K
FWA
812
FSC Wealth Advisors
New York
$124K +$8.41K +157 +7%
AAP
813
Arax Advisory Partners
Colorado
$122K
BFA
814
BBJS Financial Advisors
Washington
$114K +$16.1K +300 +16%
LFG
815
Larson Financial Group
Missouri
$113K +$5.62K +105 +5%
EWA
816
EP Wealth Advisors
California
$111K +$111K +2,077 New
GTAM
817
Global Trust Asset Management
Florida
$98.4K +$69.4K +1,295 +238%
FHA
818
First Horizon Advisors
Tennessee
$96.8K +$96.8K +1,808 New
OLVIG
819
Oliver Lagore Vanvalin Investment Group
Michigan
$92.5K +$28.8K +537 +45%
FMII
820
Farmers & Merchants Investments Inc
Nebraska
$91.1K
HFS
821
Hantz Financial Services
Michigan
$86K +$41.7K +780 +94%
UB
822
UMB Bank
Missouri
$77.8K +$6.91K +129 +10%
WWP
823
WR Wealth Planners
Missouri
$76.4K
SCA
824
Stonebridge Capital Advisors
Minnesota
$69.6K
BBHC
825
Brown Brothers Harriman & Co
New York
$65K +$65K +1,213 New