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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
TCWA
76
Ten Capital Wealth Advisors
Washington
$24.9M -$716K -13,104 -3%
CF
77
Corrigan Financial
Rhode Island
$24.6M +$321K +5,881 +1%
GWANC
78
Guardian Wealth Advisors (North Carolina)
North Carolina
$23.6M +$1.66M +30,358 +8%
APS
79
American Planning Services
Florida
$23.6M +$152K +2,777 +0.7%
SPIA
80
Steward Partners Investment Advisory
New York
$23.2M +$2.8M +51,325 +14%
WWMSC
81
Wagner Wealth Management (South Carolina)
South Carolina
$23.2M +$4.99M +91,407 +28%
FSA
82
Financial Services Advisory
Maryland
$22.9M -$175K -3,212 -0.8%
PFS
83
Prospera Financial Services
Texas
$22.6M +$1.39M +25,537 +7%
Corient Private Wealth
84
Corient Private Wealth
Florida
$22.3M -$1.06M -19,452 -5%
SF
85
Synovus Financial
Georgia
$22.2M +$3.22M +58,902 +17%
CSPIA
86
Cary Street Partners Investment Advisory
Virginia
$21.3M +$2.78M +50,972 +15%
IAN
87
Integrated Advisors Network
Texas
$21.1M +$5.44M +99,667 +35%
TWM
88
Tradition Wealth Management
Minnesota
$20.9M +$1.03M +18,923 +5%
Jane Street
89
Jane Street
New York
$20.8M +$16.5M +301,835 +408%
JBA
90
Johnson Bixby & Associates
Washington
$20.7M +$565K +10,338 +3%
Toronto Dominion Bank
91
Toronto Dominion Bank
Ontario, Canada
$20.7M -$2.73M -50,000 -12%
HWA
92
Hilltop Wealth Advisors
North Carolina
$19.7M +$19.4M +355,588 New
BWP
93
Bernardo Wealth Planning
Pennsylvania
$19.6M +$958K +17,537 +5%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$19.6M -$7.91M -144,872 -29%
FANJ
95
Financial Architects (New Jersey)
New Jersey
$19.6M +$1.23M +22,556 +7%
FFA
96
Fragasso Financial Advisors
Pennsylvania
$19.4M +$57.2K +1,048 +0.3%
CWS
97
Confluence Wealth Services
Pennsylvania
$19.3M +$977K +17,883 +5%
MA
98
Mutual Advisors
Nebraska
$19.2M +$1.52M +27,887 +9%
OPAM
99
Ocean Park Asset Management
California
$19.2M +$55.6K +1,018 +0.3%
AC
100
Avestar Capital
New York
$19M +$11.8M +215,398 +168%