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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
FWM
101
Frontier Wealth Management
Missouri
$1.09M +$865K +14,058 +335%
SPIA
102
Steward Partners Investment Advisory
New York
$1.03M +$823K +13,381 +342%
CFGS
103
Concourse Financial Group Securities
Alabama
$1.03M +$182K +2,962 +21%
LFAS
104
Level Four Advisory Services
Texas
$1.01M +$1.05M +17,023 New
RIA
105
Realta Investment Advisors
Delaware
$1.01M +$726K +11,797 +228%
5L
106
55I LLC
Massachusetts
$1M +$305K +4,955 +42%
KPWS
107
Kestra Private Wealth Services
Texas
$998K +$23.9K +388 +2%
MP
108
McDonald Partners
Ohio
$936K +$542K +8,810 +128%
AWM
109
AE Wealth Management
Kansas
$905K +$467K +7,596 +100%
OWA
110
Outlook Wealth Advisors
Texas
$895K +$201K +3,259 +28%
HC
111
Hourglass Capital
Texas
$894K
LNC
112
Lincoln National Corp
Pennsylvania
$875K +$676K +10,983 +297%
MA
113
MJP Associates
Connecticut
$830K +$22.9K +373 +3%
HA
114
Herold Advisors
New York
$803K +$830K +13,485 New
VC
115
Vicus Capital
Pennsylvania
$781K +$806K +13,094 New
VWA
116
Visionary Wealth Advisors
Illinois
$781K +$806K +13,103 New
MC
117
Moors & Cabot
Massachusetts
$769K +$30.2K +491 +4%
WS
118
Wedbush Securities
California
$759K +$562K +9,130 +254%
TRCT
119
Tower Research Capital (TRC)
New York
$742K +$766K +12,446 New
BAM
120
Bruderman Asset Management
New York
$742K +$766K +12,453 New
SFS
121
Sowell Financial Services
Arkansas
$738K -$132K -2,148 -15%
SCA
122
Snowden Capital Advisors
New York
$708K +$48.2K +784 +7%
AGA
123
Accuvest Global Advisors
Utah
$698K +$721K +11,717 New
MW
124
Marcum Wealth
Ohio
$677K +$379K +6,164 +119%
SC
125
Scotia Capital
Ontario, Canada
$662K +$683K +11,103 New