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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
SHGA
176
Sand Hill Global Advisors
California
$310K +$320K +5,194 New
TIA
177
Tiemann Investment Advisors
California
$306K +$315K +5,125 New
IIA
178
IPG Investment Advisors
California
$297K +$78.4K +1,275 +34%
M&T Bank
179
M&T Bank
New York
$293K +$303K +4,920 New
APA
180
American Portfolios Advisors
New York
$285K +$294K +4,773 New
IA
181
IAM Advisory
Pennsylvania
$279K +$286K +4,646 New
CCFM
182
Clear Creek Financial Management
Washington
$278K +$32K +520 +13%
PFGIA
183
Patriot Financial Group Insurance Agency
Massachusetts
$274K
EL
184
EMFO LLC
Florida
$268K +$274K +4,450 +8,900%
HAS
185
HBW Advisory Services
California
$254K +$262K +4,259 New
PFA
186
Plotkin Financial Advisors
Maryland
$252K +$10K +163 +4%
TFS
187
Thoroughbred Financial Services
Tennessee
$248K
BTWM
188
Baker Tilly Wealth Management
Wisconsin
$238K +$246K +4,000 New
EFS
189
Essex Financial Services
Connecticut
$233K +$240K +3,905 New
NFG
190
Nations Financial Group
Iowa
$227K +$234K +3,801 New
FFG
191
Fortem Financial Group
California
$227K +$235K +3,815 New
AAS
192
Avantax Advisory Services
Texas
$226K +$233K +3,780 New
BWM
193
Baystate Wealth Management
Massachusetts
$221K +$3.63K +59 +2%
ASN
194
Advisory Services Network
Georgia
$218K +$181K +2,940 +406%
HCM
195
Highlander Capital Management
New Jersey
$215K
MFP
196
Meridian Financial Partners
Virginia
$215K +$219K +3,562 New
OIA
197
OneDigital Investment Advisors
Kansas
$209K +$215K +3,499 New
KFP
198
KMG Fiduciary Partners
Ohio
$207K +$213K +3,466 New
GTAM
199
Global Trust Asset Management
Florida
$204K +$800 +13 +0.4%
VCM
200
Versant Capital Management
Arizona
$179K