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JPMorgan Equity Premium Income ETF

887 hedge funds and large institutions have $12.9B invested in JPMorgan Equity Premium Income ETF in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 526 increasing their positions, 189 reducing their positions, and 63 closing their positions.

Holders
887
Holders Change
+34
Holders Change %
+3.99%
% of All Funds
14.14%
Holding in Top 10
136
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.16%
% of All Funds
2.17%
New
107
Increased
526
Reduced
189
Closed
63
Calls
$43.6M
Puts
$19.4M
Net Calls
+$24.2M
Net Calls Change
+$23.1M
Name Market Value Shares Shares
Change
Shares
Change %
BRWA
76
B. Riley Wealth Advisors
Florida
$24.3M 454,629 -18,492 -4%
IWC
77
Integrated Wealth Concepts
Massachusetts
$24.2M 451,242 -82,399 -15%
CSPIA
78
Cary Street Partners Investment Advisory
Virginia
$24.1M 450,497 +66,157 +17%
CF
79
Corrigan Financial
Rhode Island
$23.4M 437,514 -6,203 -1%
APS
80
American Planning Services
Florida
$23.4M 436,589 +10,393 +2%
HAS
81
HBW Advisory Services
California
$23.4M 336,311 -115,732 -26%
CBA
82
Coastal Bridge Advisors
Connecticut
$23.2M 433,948 -79,444 -15%
WWM
83
Wagner Wealth Management
South Carolina
$22.8M 426,360 +6,410 +2%
FSA
84
Financial Services Advisory
Maryland
$21.9M 408,803 -4,463 -1%
Corient Private Wealth
85
Corient Private Wealth
Florida
$21.6M 402,375 +34 +0%
CWS
86
Confluence Wealth Services
Pennsylvania
$21.5M 400,505 +51,904 +15%
TWM
87
Tradition Wealth Management
Minnesota
$20.7M 386,686 +8,997 +2%
GWANC
88
Guardian Wealth Advisors (North Carolina)
North Carolina
$20.6M 384,306 -42,955 -10%
IAN
89
Integrated Advisors Network
Texas
$20.3M 379,315 -2,608 -0.7%
BWP
90
Bernardo Wealth Planning
Pennsylvania
$20M 372,586 +17,542 +5%
RPSA
91
Richard P. Slaughter Associates
Texas
$19.9M 371,352 -158,720 -30%
PP
92
Patten & Patten
Tennessee
$19.4M 362,423 +26,825 +8%
HWA
93
Hilltop Wealth Advisors
North Carolina
$19.3M 360,428 +4,840 +1%
SI
94
Stephens Inc
Arkansas
$19.3M 360,200 +62,491 +21%
BC
95
Bricktown Capital
Michigan
$19.2M 358,000 +108,000 +43%
MA
96
Mutual Advisors
Nebraska
$19.1M 356,955 +10,357 +3%
OPAM
97
Ocean Park Asset Management
California
$19M 355,082 +8,964 +3%
EPA
98
Element Pointe Advisors
Florida
$19M 354,558 +11,441 +3%
FFA
99
Fragasso Financial Advisors
Pennsylvania
$18.9M 353,621 +3,114 +0.9%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$18.9M 352,872 -2,126 -0.6%