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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
IFG
151
Independent Financial Group
California
$478K
ACM
152
Ategra Capital Management
Virginia
$476K -$36.2K -588 -7%
HIA
153
Harbor Investment Advisory
Maryland
$474K +$172K +2,788 +54%
SWM
154
Stockman Wealth Management
Montana
$471K -$129K -2,100 -21%
LFGH
155
Lee Financial Group Hawaii
Hawaii
$411K +$155K +2,521 +58%
SAM
156
Seelaus Asset Management
New Jersey
$401K +$86.1K +1,400 +26%
IA
157
IFP Advisors
Florida
$401K +$382K +6,201 +1,240%
HI
158
Harbour Investments
Wisconsin
$401K +$412K +6,690 +16,725%
F
159
F3Logic
Minnesota
$388K +$402K +6,535 New
William Blair & Company
160
William Blair & Company
Illinois
$382K +$331K +5,377 +525%
USCWA
161
U.S. Capital Wealth Advisors
Texas
$381K +$393K +6,391 New
CG
162
Colony Group
Massachusetts
$375K +$387K +6,296 New
FFN
163
Focus Financial Network
Minnesota
$373K +$27.9K +454 +8%
IAS
164
Investment Advisory Services
Texas
$366K +$378K +6,142 New
RFC
165
Regions Financial Corp
Alabama
$365K +$377K +6,125 New
AIP
166
Ahrens Investment Partners
Louisiana
$357K +$75.7K +1,231 +26%
IWN
167
Independent Wealth Network
Iowa
$346K +$345K +5,607 New
PCM
168
Parsons Capital Management
Rhode Island
$338K +$61.8K +1,005 +22%
MAFM
169
Mid Atlantic Financial Management
Pennsylvania
$336K +$347K +5,632 New
WMP
170
Wealth Management Partners
Arizona
$334K +$344K +5,595 New
YWP
171
YorkBridge Wealth Partners
New York
$328K +$24.6K +400 +8%
NL
172
NVWM LLC
Pennsylvania
$327K +$338K +5,493 New
CT
173
Cambridge Trust
Massachusetts
$321K +$331K +5,387 New
MA
174
Mutual Advisors
Nebraska
$318K +$328K +5,335 New
AWM
175
Altavista Wealth Management
North Carolina
$311K +$321K +5,220 New