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JPMorgan Equity Premium Income ETF

853 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, 511 increasing their positions, 145 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
+101
Holders Change %
+13.43%
% of All Funds
13.45%
Holding in Top 10
139
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+16.81%
% of All Funds
2.19%
New
144
Increased
511
Reduced
145
Closed
39
Calls
$21.2M
Puts
$20.2M
Net Calls
+$1.04M
Net Calls Change
-$8.94M
Name Holding Trade Value Shares
Change
Shares
Change %
KCM
876
KLK Capital Management
California
-$241K -4,407 Closed
SW
877
SVB Wealth
Massachusetts
-$232K -4,254 Closed
MA
878
MAS Advisors
Florida
-$230K -4,221 Closed
KCFA
879
Key Client Fiduciary Advisors
New Jersey
-$203K -3,725 Closed
BB
880
Bell Bank
North Dakota
-$202K -3,691 Closed
SVCP
881
Silicon Valley Capital Partners
California
-$87.4K -1,600 Closed
CWC
882
Carolinas Wealth Consulting
North Carolina
-$75.9K -1,390 Closed
VFM
883
Valley Financial Management
New York
-$62K -1,135 Closed
IFAM
884
Institutional & Family Asset Management
Colorado
-$58.1K -1,064 Closed
SSC
885
Syverson Strege & Co
Iowa
-$57.7K -1,057 Closed
SC
886
Stephens Consulting
Michigan
-$34K -622 Closed
WCAMG
887
Woodard & Company Asset Management Group
North Carolina
-$31.1K -570 Closed
BFPW
888
BOK Financial Private Wealth
Colorado
-$13.7K -250 Closed
BWM
889
BerganKDV Wealth Management
Minnesota
-$10.2K -186 Closed
TWA
890
TCI Wealth Advisors
Arizona
-$9.8K -179 Closed
IWP
891
IAG Wealth Partners
Wisconsin
-$9.66K -177 Closed
NRC
892
New Republic Capital
North Carolina
-$1.64K -30 Closed
AFS
893
Annapolis Financial Services
Maryland
-$710 -13 Closed