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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 %
WWM
126
Wagner Wealth Management
South Carolina
$5.23M +$2.97M +57,911 +131%
CB
127
Community Bank
New York
$5.19M +$256K +5,000 +5%
SW
128
StrongBox Wealth
Missouri
$5.17M +$1.25M +24,415 +32%
JWCA
129
J.W. Cole Advisors
Florida
$5.03M +$1.65M +32,233 +49%
PCS
130
Personal CFO Solutions
New Jersey
$5.02M +$16.4K +320 +0.3%
GWM
131
Geneos Wealth Management
Colorado
$4.98M +$47.6K +929 +1%
MBTD
132
Mechanics Bank - Trust Department
California
$4.9M +$2.39M +46,660 +95%
RIL
133
Rothschild Investment LLC
Illinois
$4.52M +$2.35M +45,928 +108%
EWM
134
Evermay Wealth Management
Virginia
$4.5M +$1.77M +34,485 +65%
EBWM
135
Eagle Bluffs Wealth Management
Missouri
$4.49M +$118K +2,300 +3%
MFG
136
Magnus Financial Group
New York
$4.47M +$4.47M +87,301 New
BCI
137
Brinker Capital Investments
Pennsylvania
$4.45M +$1.17M +22,752 +36%
MTWM
138
Masso Torrence Wealth Management
New Jersey
$4.42M +$860K +16,783 +24%
MW
139
MBL Wealth
North Carolina
$4.4M +$4.4M +85,794 New
HC
140
Hourglass Capital
Texas
$4.36M
AWM
141
AE Wealth Management
Kansas
$4.27M +$3.23M +63,032 +310%
LPL Financial
142
LPL Financial
California
$4.27M -$1.04M -20,322 -20%
EIP
143
Ellis Investment Partners
Pennsylvania
$4.22M +$644K +12,579 +18%
VWA
144
Visionary Wealth Advisors
Illinois
$4.2M +$445K +8,693 +12%
AWM
145
Axxcess Wealth Management
California
$4.19M -$2.82M -55,005 -40%
NCM
146
NCM Capital Management
New Jersey
$4.19M +$1.84M +35,951 +79%
AGA
147
Accuvest Global Advisors
Utah
$4.15M +$100K +1,953 +2%
AC
148
Avestar Capital
New York
$4.15M +$735K +14,342 +22%
USCWA
149
U.S. Capital Wealth Advisors
Texas
$4.12M +$921K +17,987 +29%
CW
150
CreativeOne Wealth
Kansas
$4.05M +$1.89M +36,953 +88%