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JPMorgan Equity Premium Income ETF

644 hedge funds and large institutions have $17.4B invested in JPMorgan Equity Premium Income ETF in 2022 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 358 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+119
Holders Change %
+22.67%
% of All Funds
10.39%
Holding in Top 10
107
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+62.12%
% of All Funds
1.73%
New
154
Increased
358
Reduced
100
Closed
26
Calls
$52.5M
Puts
$17.1M
Net Calls
+$35.4M
Net Calls Change
+$30.9M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
126
First Foundation Advisors
California
$8.66M +$346K +6,351 +4%
FGG
127
Financial Guidance Group
Florida
$8.59M +$8.59M +157,601 New
CFG
128
Carr Financial Group
Massachusetts
$8.48M +$8.48M +154,173 New
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$8.48M +$6.01M +109,781 +244%
ACM
130
Avalon Capital Management
California
$8.44M -$229K -4,210 -3%
IAS
131
Investment Advisory Services
Texas
$8.42M +$2.25M +40,496 +36%
CAL
132
Capital Analysts LLC
Pennsylvania
$8.41M +$1.89M +34,726 +29%
AC
133
AIFG Consultants
New York
$8.38M +$8.38M +153,822 New
PSCM
134
Per Stirling Capital Management
Texas
$8.33M +$8.33M +152,907 New
PA
135
PFG Advisors
Arizona
$8.19M +$2.11M +38,702 +35%
CFO
136
CVA Family Office
Colorado
$8.05M +$1.44M +26,394 +22%
BBHC
137
Brown Brothers Harriman & Co
New York
$7.89M +$7.89M +144,825 New
CFP
138
Curran Financial Partners
South Carolina
$7.8M +$1.18M +21,644 +18%
BCA
139
Bay Colony Advisors
Massachusetts
$7.69M +$54.8K +1,006 +0.7%
PWM
140
Pinnacle Wealth Management
California
$7.6M -$170K -3,129 -2%
IA
141
IFP Advisors
Florida
$7.5M +$1.1M +22,022 +17%
MBTD
142
Mechanics Bank - Trust Department
California
$7.39M +$2.18M +40,057 +42%
UW
143
Unique Wealth
Florida
$7.33M +$7.33M +134,556 New
SC
144
Scotia Capital
Ontario, Canada
$7.31M +$6.4M +117,505 +709%
TLP
145
Trinity Legacy Partners
Texas
$7.28M +$554K +10,163 +8%
WIM
146
WealthPlan Investment Management
Nebraska
$7.11M +$614K +11,158 +9%
WP
147
WealthPLAN Partners
Nebraska
$7.1M +$7.1M +129,297 New
BWG
148
Beta Wealth Group
California
$7.1M +$233K +4,275 +3%
ZIMP
149
Zimmermann Investment Management & Planning
Pennsylvania
$7.03M +$168K +3,088 +2%
SFP
150
Sandbox Financial Partners
Maryland
$6.99M +$6.47M +118,717 +1,230%