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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
EPA
101
Element Pointe Advisors
Florida
$19M +$2.19M +40,127 +13%
FFA
102
First Foundation Advisors
California
$18.8M +$2.81M +51,475 +18%
PP
103
Patten & Patten
Tennessee
$18.6M +$596K +10,922 +3%
DAM
104
Derbend Asset Management
Georgia
$18M +$3.51M +64,186 +25%
SHFP
105
Second Half Financial Partners
Florida
$17.9M -$86K -1,575 -0.5%
LFG
106
Leverty Financial Group
Wisconsin
$17.4M +$775K +14,185 +5%
BFA
107
Beaumont Financial Advisors
Massachusetts
$17.2M +$14.8M +271,711 +705%
MA
108
MJP Associates
Connecticut
$17M +$1.32M +24,256 +9%
GA
109
Goldstein Advisors
Wisconsin
$16.5M +$149K +2,732 +0.9%
SI
110
Stephens Inc
Arkansas
$16.5M +$5.06M +92,662 +45%
PWMAG
111
Pinnacle Wealth Management Advisory Group
New Jersey
$16.5M +$1.78M +32,581 +12%
Renaissance Technologies
112
Renaissance Technologies
New York
$16.2M +$16M +292,500 New
NWM
113
NEIRG Wealth Management
Massachusetts
$15.9M -$2.89M -53,007 -16%
SSB
114
Sandy Spring Bank
Maryland
$15.8M +$1.86M +34,065 +14%
DOA
115
D'Orazio & Associates
Virginia
$15.7M -$2.14M -39,188 -12%
JWCA
116
J.W. Cole Advisors
Florida
$15.6M +$5.86M +107,217 +61%
CAWM
117
Capital Advisors Wealth Management
Washington
$15.5M -$1.49M -27,344 -9%
DBT
118
Dubuque Bank & Trust
Iowa
$15.4M +$490K +8,967 +3%
CAM
119
Cresset Asset Management
Illinois
$15.2M +$11.5M +209,837 +325%
SW
120
SlateStone Wealth
Florida
$14.6M -$3.84M -70,255 -21%
CCA
121
Childress Capital Advisors
Texas
$14.6M +$68.6K +1,257 +0.5%
HIP
122
HUB Investment Partners
Texas
$14.5M +$2.03M +37,143 +16%
SIM
123
Stratos Investment Management
Ohio
$13.9M +$13.7M +251,201 New
BC
124
Bricktown Capital
Michigan
$13.8M +$13.7M +250,000 New
AO
125
Advisor OS
Illinois
$13.6M +$11M +201,080 +441%