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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 %
Mariner
151
Mariner
Kansas
$6.75M +$4.62M +84,834 +218%
SW
152
StrongBox Wealth
Missouri
$6.67M +$1.18M +21,573 +21%
FH
153
FWG Holdings
Florida
$6.6M +$2.4M +44,084 +57%
CAG
154
Curtis Advisory Group
California
$6.53M -$822K -15,085 -11%
PWM
155
Prentice Wealth Management
New York
$6.5M -$9.14M -167,771 -58%
RIL
156
Rothschild Investment LLC
Illinois
$6.5M +$1.69M +30,938 +35%
FA
157
FDx Advisors
Illinois
$6.49M +$4.49M +82,458 +225%
AAS
158
Avantax Advisory Services
Texas
$6.38M +$2.25M +41,346 +55%
MW
159
MBL Wealth
North Carolina
$6.28M +$1.6M +29,452 +34%
DIM
160
Delta Investment Management
California
$6.26M +$631K +11,589 +11%
PFA
161
Peak Financial Advisors
Colorado
$6.17M +$3.06M +56,194 +99%
KWM
162
Kingsview Wealth Management
Oregon
$6.12M +$252K +4,625 +4%
GWM
163
Geneos Wealth Management
Colorado
$6.06M +$763K +14,004 +14%
AC
164
Avestar Capital
New York
$5.9M +$1.44M +26,096 +32%
FA
165
Fagan Associates
New York
$5.82M +$18K +331 +0.3%
VWA
166
Visionary Wealth Advisors
Illinois
$5.79M +$1.33M +24,324 +30%
GWA
167
GGM Wealth Advisors
Maryland
$5.79M +$98.9K +1,792 +2%
WW
168
Westshore Wealth
California
$5.67M -$94.8K -1,740 -2%
HSA
169
HBK Sorce Advisory
Pennsylvania
$5.64M +$2.9M +53,162 +106%
AAS
170
Ameritas Advisory Services
Nebraska
$5.62M +$2.67M +48,972 +90%
JWCA
171
J.W. Cole Advisors
Florida
$5.61M +$260K +4,766 +5%
EWM
172
Evermay Wealth Management
Virginia
$5.56M +$741K +13,501 +15%
PCS
173
Personal CFO Solutions
New Jersey
$5.55M +$217K +3,976 +4%
CWA
174
Consilium Wealth Advisory
Texas
$5.53M +$3.98M +73,063 +257%
CWM
175
Centurion Wealth Management
Virginia
$5.48M +$5.48M +100,574 New