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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
OSAM
851
O'Shaughnessy Asset Management
Connecticut
$2.77K
GJIA
852
Glass Jacobson Investment Advisors
Maryland
$2.77K +$2.73K +50 New
PO
853
Private Ocean
California
$1.99K +$1.97K +36 New
HNB
854
Huntington National Bank
Ohio
$885
HS
855
Horan Securities
United States
$716
AFG
856
Albion Financial Group
Utah
$443 +$437 +8 New
IRC
857
Investors Research Corp
Georgia
$221
FGAM
858
Financial Gravity Asset Management
Texas
$28 +$27.3K +500 New
JMPWA
859
JP Morgan Private Wealth Advisors
California
-$181M -3,321,921 Closed
VAS
860
Valicenti Advisory Services
New York
-$4.5M -82,431 Closed
CAM
861
Concorde Asset Management
Michigan
-$3.04M -55,614 Closed
LCWP
862
Legacy Capital Wealth Partners
Arkansas
-$2.26M -41,420 Closed
Simplex Trading
863
Simplex Trading
Illinois
-$1.66M -30,406 Closed
Marshall Wace
864
Marshall Wace
United Kingdom
-$1.56M -28,537 Closed
MHS
865
M Holdings Securities
Oregon
-$1.46M -26,688 Closed
UCFA
866
United Capital Financial Advisors
Texas
-$1.16M -21,180 Closed
KCPG
867
Kavar Capital Partners Group
Kansas
-$666K -12,200 Closed
BCM
868
Basso Capital Management
Connecticut
-$598K -10,950 Closed
IWM
869
Iams Wealth Management
Nebraska
-$473K -8,710 Closed
Wealth Enhancement Advisory Services
870
Wealth Enhancement Advisory Services
Minnesota
-$430K -7,875 Closed
WMR
871
Wealth Management Resources
Rhode Island
-$412K -7,542 Closed
EFG
872
Everhart Financial Group
Ohio
-$385K -7,045 Closed
LSA
873
Lion Street Advisors
Texas
-$355K -6,500 Closed
PBO
874
Peoples Bank (Ohio)
Ohio
-$321K -5,882 Closed
WAG
875
Windsor Advisory Group
Ohio
-$314K -5,752 Closed