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JPMorgan Equity Premium Income ETF

238 hedge funds and large institutions have $1.81B invested in JPMorgan Equity Premium Income ETF in 2021 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 126 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 12

790% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 10

76% more capital invested

Capital invested by funds: $1.03B → $1.81B (+$785M)

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

50% more funds holding

Funds holding: 159238 (+79)

7.38% less ownership

Funds ownership: 55.06%47.68% (-7.4%)

90% less call options, than puts

Call options by funds: $994K | Put options by funds: $10.1M

Holders
238
Holders Change
+79
Holders Change %
+49.69%
% of All Funds
4.17%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
89
Increased
126
Reduced
12
Closed
10
Calls
$994K
Puts
$10.1M
Net Calls
-$9.15M
Net Calls Change
-$3.62M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
76
Perigon Wealth Management
California
$1.82M +$1.52M +24,766 +426%
KPW
77
Kore Private Wealth
New York
$1.81M +$1.86M +30,289 New
RWA
78
Redhawk Wealth Advisors
Minnesota
$1.79M +$1.85M +29,998 New
NCG
79
Newport Capital Group
New Jersey
$1.79M +$1.85M +30,000 New
NCM
80
Nelson Capital Management
California
$1.73M +$136K +2,208 +8%
PCIA
81
Prime Capital Investment Advisors
Kansas
$1.72M -$958K -15,575 -35%
GCM
82
Gables Capital Management
Florida
$1.66M +$1.71M +27,780 New
HCM
83
Hudson Capital Management
New Jersey
$1.66M +$1.71M +27,780 New
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$1.65M +$540K +8,776 +46%
SW
85
StrongBox Wealth
Missouri
$1.55M +$1.6M +26,049 New
SW
86
SteelPeak Wealth
California
$1.55M +$275K +4,469 +21%
PCM
87
Pennsylvania Capital Management
Pennsylvania
$1.45M +$980K +15,932 +213%
Wolverine Trading
88
Wolverine Trading
Illinois
$1.4M +$1.43M +23,244 New
FWP
89
FAS Wealth Partners
Kansas
$1.39M +$123 +2 +0%
MWM
90
Mascoma Wealth Management
New Hampshire
$1.35M +$1.4M +22,704 New
EIP
91
Ellis Investment Partners
Pennsylvania
$1.32M +$194K +3,155 +17%
VAS
92
Vestmark Advisory Solutions
Massachusetts
$1.27M +$1.03M +16,720 +360%
UCFA
93
United Capital Financial Advisors
Texas
$1.27M +$1.31M +21,248 New
BRWA
94
B. Riley Wealth Advisors
Florida
$1.22M +$439K +7,138 +54%
BA
95
Bridge Advisory
California
$1.18M +$209K +3,391 +21%
ACA
96
Atlas Capital Advisors
Wyoming
$1.17M +$208K +3,378 +21%
LWAC
97
Laurel Wealth Advisors (California)
California
$1.17M +$278K +4,512 +30%
HTC
98
Haverford Trust Company
Pennsylvania
$1.15M +$436K +7,089 +58%
CA
99
Cambridge Advisors
Nebraska
$1.14M +$10.5K +171 +0.9%
CW
100
CreativeOne Wealth
Kansas
$1.14M +$1.18M +19,136 New