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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
AG
876
Ascent Group
Virginia
-$294K -5,388 Closed
LC
877
Lavaca Capital
Texas
-$291K -5,332 Closed
WF
878
Wayfinding Financial
Washington
-$248K -4,553 Closed
AWS
879
Aspen Wealth Strategies
Colorado
-$242K -4,432 Closed
KCM
880
KLK Capital Management
California
-$241K -4,407 Closed
SW
881
SVB Wealth
Massachusetts
-$232K -4,254 Closed
MA
882
MAS Advisors
Florida
-$230K -4,221 Closed
KCFA
883
Key Client Fiduciary Advisors
New Jersey
-$203K -3,725 Closed
BB
884
Bell Bank
North Dakota
-$202K -3,691 Closed
SVCP
885
Silicon Valley Capital Partners
California
-$87.4K -1,600 Closed
CWC
886
Carolinas Wealth Consulting
North Carolina
-$75.9K -1,390 Closed
VFM
887
Valley Financial Management
New York
-$62K -1,135 Closed
IFAM
888
Institutional & Family Asset Management
Colorado
-$58.1K -1,064 Closed
SSC
889
Syverson Strege & Co
Iowa
-$57.7K -1,057 Closed
SC
890
Stephens Consulting
Michigan
-$34K -622 Closed
WCAMG
891
Woodard & Company Asset Management Group
North Carolina
-$31.1K -570 Closed
BFPW
892
BOK Financial Private Wealth
Colorado
-$13.7K -250 Closed
BWM
893
BerganKDV Wealth Management
Minnesota
-$10.2K -186 Closed
TWA
894
TCI Wealth Advisors
Arizona
-$9.8K -179 Closed
IWP
895
IAG Wealth Partners
Wisconsin
-$9.66K -177 Closed
NRC
896
New Republic Capital
North Carolina
-$1.64K -30 Closed
AFS
897
Annapolis Financial Services
Maryland
-$710 -13 Closed