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JPMorgan Equity Premium Income ETF

857 hedge funds and large institutions have $12.4B invested in JPMorgan Equity Premium Income ETF in 2023 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 513 increasing their positions, 146 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 39

251% more repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 146

17% more funds holding in top 10

Funds holding in top 10: 120140 (+20)

16% more capital invested

Capital invested by funds: $10.7B → $12.4B (+$1.73B)

13% more funds holding

Funds holding: 756857 (+101)

5% more call options, than puts

Call options by funds: $21.2M | Put options by funds: $20.2M

1.29% less ownership

Funds ownership: 46.36%45.07% (-1.3%)

Holders
857
Holders Change
+101
Holders Change %
+13.36%
% of All Funds
13.46%
Holding in Top 10
140
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+16.67%
% of All Funds
2.2%
New
144
Increased
513
Reduced
146
Closed
39
Calls
$21.2M
Puts
$20.2M
Net Calls
+$1.04M
Net Calls Change
-$8.94M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
176
CVA Family Office
Colorado
$8.87M +$702K +12,861 +9%
OIA
177
OneDigital Investment Advisors
Kansas
$8.87M -$397K -7,273 -4%
NAS
178
NWF Advisory Services
California
$8.87M
CW
179
CreativeOne Wealth
Kansas
$8.86M +$2.79M +51,096 +47%
SFP
180
Sandbox Financial Partners
Maryland
$8.71M +$755K +13,822 +10%
SFS
181
Sowell Financial Services
Arkansas
$8.48M +$4.59M +83,983 +121%
VAM
182
Verity Asset Management
North Carolina
$8.32M +$4.63M +84,733 +129%
BFA
183
Beacon Financial Advisory
Ohio
$8.32M +$1.44M +26,438 +21%
CAG
184
Curtis Advisory Group
California
$8.32M +$495K +9,070 +6%
ACM
185
Avalon Capital Management
California
$8.27M -$251K -4,599 -3%
PWM
186
Pinnacle Wealth Management
California
$8.2M +$8.09M +148,189 New
SC
187
Scotia Capital
Ontario, Canada
$8.13M +$411K +7,521 +5%
WS
188
Wedbush Securities
California
$8.03M +$1.72M +31,528 +28%
DWP
189
Daymark Wealth Partners
Ohio
$7.91M +$4.6M +84,287 +143%
FH
190
FWG Holdings
Florida
$7.82M +$34.2K +626 +0.4%
SW
191
StrongBox Wealth
Missouri
$7.8M +$356K +6,520 +5%
CWM
192
Centurion Wealth Management
Virginia
$7.78M +$814K +14,897 +12%
HW
193
Hedeker Wealth
Illinois
$7.76M +$1.03M +18,945 +16%
KWM
194
Kingsview Wealth Management
Oregon
$7.73M +$797K +14,591 +12%
Wealthfront Advisers
195
Wealthfront Advisers
California
$7.72M +$2.56M +46,858 +51%
RIL
196
Rothschild Investment LLC
Illinois
$7.72M +$284K +5,204 +4%
MOS
197
MGO One Seven
Ohio
$7.71M +$1.96M +35,883 +35%
DC
198
Davenport & Co
Virginia
$7.64M +$2.61M +47,765 +53%
GWMIA
199
Global Wealth Management Investment Advisory
Florida
$7.63M +$3.86M +70,619 +105%
MAG
200
MRA Advisory Group
New Jersey
$7.52M +$7.21M +132,019 +3,315%