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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
IPW
826
Impact Partnership Wealth
Georgia
$17.7K +$17.5K +320 New
OIA
827
Optimum Investment Advisors
Illinois
$16.6K
MFC
828
Morris Financial Concepts
South Carolina
$16K +$15.8K +290 New
MSFP
829
Mark Sheptoff Financial Planning
Connecticut
$15.5K
RPCA
830
Running Point Capital Advisors
California
$15.3K +$15.1K +276 New
CWA
831
Clearview Wealth Advisors
Oregon
$13.8K
DI
832
Disciplined Investments
Oklahoma
$13.3K
MIM
833
Macroview Investment Management
Maryland
$11.9K +$1.58K +29 +16%
VCM
834
Versant Capital Management
Arizona
$11.3K +$11.1K +204 New
FDCDDQ
835
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.1K
GIA
836
Goodwin Investment Advisory
Georgia
$11.1K
CAS
837
Coppell Advisory Solutions
Texas
$11K +$10.9K +200 New
PFBT
838
Parkside Financial Bank & Trust
Missouri
$9.57K
FCT
839
First Community Trust
Iowa
$8.08K +$7.97K +146 New
WT
840
Washington Trust
Rhode Island
$7.97K +$7.86K +144 New
CFFP
841
Center for Financial Planning
Michigan
$7.75K +$7.64K +140 New
Fidelity Investments
842
Fidelity Investments
Massachusetts
$7.69K -$5.19K -95 -41%
BF
843
BOK Financial
Oklahoma
$6.64K
GWS
844
Glassman Wealth Services
Virginia
$6.58K +$6.5K +119 New
FMP
845
Financial Management Professionals
Texas
$6K +$109 +2 +2%
MLA
846
MB, Levis & Associates
Pennsylvania
$5.53K -$5.46K -100 -50%
PFG
847
Piershale Financial Group
Illinois
$4.44K +$109 +2 +3%
APC
848
Aspire Private Capital
North Carolina
$4.26K
BTI
849
Blue Trust Inc
Georgia
$3K -$118K -2,153 -97%
TC
850
Truvestments Capital
Florida
$2.91K +$1.91K +35 +194%