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JPMorgan Equity Premium Income ETF

887 hedge funds and large institutions have $12.9B invested in JPMorgan Equity Premium Income ETF in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 526 increasing their positions, 189 reducing their positions, and 63 closing their positions.

Holders
887
Holders Change
+34
Holders Change %
+3.99%
% of All Funds
14.14%
Holding in Top 10
136
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.16%
% of All Funds
2.17%
New
107
Increased
526
Reduced
189
Closed
63
Calls
$43.6M
Puts
$19.4M
Net Calls
+$24.2M
Net Calls Change
+$23.1M
Name Market Value Shares Shares
Change
Shares
Change %
AP
151
Appleton Partners
Massachusetts
$10.4M 194,230 +25,540 +15%
CFP
152
Curran Financial Partners
South Carolina
$10.3M 191,752 +7,949 +4%
CCP
153
Cassia Capital Partners
North Carolina
$10.3M 191,703 -3,068 -2%
BCA
154
Bay Colony Advisors
Massachusetts
$10.3M 191,505 +6,706 +4%
AC
155
AIFG Consultants
New York
$10.2M 190,993 +4,527 +2%
SWA
156
SFMG Wealth Advisors
Texas
$10M 187,025 +15,213 +9%
BIP
157
Bouvel Investment Partners
Pennsylvania
$9.98M 186,307 -1,129 -0.6%
IA
158
IFP Advisors
Florida
$9.97M 186,149 +13,232 +8%
ARG
159
Advisory Resource Group
Oklahoma
$9.88M 184,528 -1,207 -0.6%
BFA
160
Beacon Financial Advisory
Ohio
$9.71M 181,266 +30,830 +20%
Citigroup
161
Citigroup
New York
$9.65M 180,168 +178,230 +9,197%
UW
162
Unique Wealth
Florida
$9.64M 180,009 +2,811 +2%
NA
163
NewEdge Advisors
Louisiana
$9.63M 179,777 +67,085 +60%
CCB
164
Country Club Bank
Missouri
$9.46M 176,070 -51,107 -22%
CFO
165
CVA Family Office
Colorado
$9.44M 176,315 +15,940 +10%
VAM
166
Verity Asset Management
North Carolina
$9.44M 176,275 +25,822 +17%
TFS
167
Thoroughbred Financial Services
Tennessee
$9.42M 175,952 -12,293 -7%
ACG
168
Allen Capital Group
Nebraska
$9.33M 176,237 -46,153 -21%
EWMCB
169
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$9.26M 172,944 +148,041 +594%
Koshinski Asset Management
170
Koshinski Asset Management
Illinois
$9.22M 172,165 +1,950 +1%
V
171
VeraBank
Texas
$9.22M 172,099 +6,613 +4%
WS
172
Wedbush Securities
California
$9.2M 171,737 +26,637 +18%
AWM
173
Axxcess Wealth Management
California
$9.17M 171,281 -4,148 -2%
Wealthfront Advisers
174
Wealthfront Advisers
California
$9.14M 170,648 +31,157 +22%
SFS
175
Sowell Financial Services
Arkansas
$9.1M 169,973 +16,745 +11%