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JPMorgan Equity Premium Income ETF

525 hedge funds and large institutions have $5.99B invested in JPMorgan Equity Premium Income ETF in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 312 increasing their positions, 79 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+66
Holders Change %
+14.38%
% of All Funds
9.08%
Holding in Top 10
66
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+60.98%
% of All Funds
1.14%
New
102
Increased
312
Reduced
79
Closed
34
Calls
$13M
Puts
$8.49M
Net Calls
+$4.53M
Net Calls Change
+$2.34M
Name Holding Trade Value Shares
Change
Shares
Change %
GL
101
Graypoint LLC
New York
$6.76M +$6.76M +131,950 New
SSB
102
Sandy Spring Bank
Maryland
$6.76M +$1.87M +36,498 +38%
PFS
103
Prospera Financial Services
Texas
$6.7M -$11.9M -231,913 -64%
WIM
104
WealthPlan Investment Management
Nebraska
$6.56M +$6.56M +118,045 New
BWG
105
Beta Wealth Group
California
$6.45M +$2.97K +58 +0%
ZIMP
106
Zimmermann Investment Management & Planning
Pennsylvania
$6.45M +$770K +15,034 +14%
IA
107
IFP Advisors
Florida
$6.4M +$1.43M +28,687 +29%
SAS
108
Sage Advisory Services
Texas
$6.34M +$535K +10,445 +9%
TLP
109
Trinity Legacy Partners
Texas
$6.33M +$6.33M +123,466 New
CFP
110
Curran Financial Partners
South Carolina
$6.23M +$2.26M +44,067 +57%
SI
111
Stephens Inc
Arkansas
$6.22M +$2.97M +58,004 +92%
CFO
112
CVA Family Office
Colorado
$6.21M +$5.3M +103,490 +581%
Brown Advisory
113
Brown Advisory
Maryland
$6.19M -$100K -1,951 -2%
CAL
114
Capital Analysts LLC
Pennsylvania
$6.13M +$821K +16,020 +15%
Koshinski Asset Management
115
Koshinski Asset Management
Illinois
$5.89M -$504K -9,839 -8%
PA
116
PFG Advisors
Arizona
$5.71M +$3.68M +71,904 +182%
IAS
117
Investment Advisory Services
Texas
$5.68M +$1.33M +25,998 +31%
KWM
118
Kingsview Wealth Management
Oregon
$5.52M +$82.4K +1,609 +2%
GWA
119
GGM Wealth Advisors
Maryland
$5.51M +$4.43K +83 +0.1%
FA
120
Fagan Associates
New York
$5.46M +$604K +11,784 +12%
WW
121
Westshore Wealth
California
$5.42M +$488K +9,534 +10%
SWA
122
SFMG Wealth Advisors
Texas
$5.36M +$2.65M +52,013 +97%
CFG
123
Cooper Financial Group
California
$5.34M +$2.26M +44,070 +73%
DIM
124
Delta Investment Management
California
$5.3M +$391K +7,641 +8%
APA
125
American Portfolios Advisors
New York
$5.24M +$2.52M +49,146 +93%