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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 %
CAG
176
Curtis Advisory Group
California
$8.99M 167,851 +17,436 +12%
CAL
177
Capital Analysts LLC
Pennsylvania
$8.98M 167,656 +849 +0.5%
SFP
178
Sandbox Financial Partners
Maryland
$8.96M 167,294 +9,811 +6%
DC
179
Davenport & Co
Virginia
$8.87M 165,548 +27,555 +20%
WAM
180
WNY Asset Management
New York
$8.82M 164,627 +101,532 +161%
WA
181
Waverly Advisors
Alabama
$8.79M 164,096 +101,440 +162%
LSPW
182
Lake Street Private Wealth
Illinois
$8.68M 161,529 -8,722 -5%
TLP
183
Trinity Legacy Partners
Texas
$8.6M 160,534 -3,072 -2%
OIA
184
OneDigital Investment Advisors
Kansas
$8.56M 159,825 -536 -0.3%
SWM
185
Selective Wealth Management
Virginia
$8.51M 160,987 +90,420 +128%
MOS
186
MGO One Seven
Ohio
$8.44M 157,498 +18,106 +13%
AIA
187
Armor Investment Advisors
North Carolina
$8.39M 156,703 +73,075 +87%
FNA
188
First National Advisers
Nebraska
$8.38M 156,464 +156,464 New
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$8.36M 156,095 +114,367 +274%
FA
190
Fagan Associates
New York
$8.31M 155,183 +21,456 +16%
SC
191
Scotia Capital
Ontario, Canada
$8.29M 154,809 +7,847 +5%
CAWM
192
Capital Advisors Wealth Management
Washington
$8.09M 151,111 -129,744 -46%
FA
193
FDx Advisors
Illinois
$8.07M 150,741 -9,777 -6%
CWM
194
Centurion Wealth Management
Virginia
$8.07M 150,734 +10,133 +7%
AWM
195
Apollon Wealth Management
South Carolina
$8.04M 150,037 +22,345 +17%
SW
196
SlateStone Wealth
Florida
$7.86M 146,765 -117,617 -44%
KWM
197
Kingsview Wealth Management
Oregon
$7.83M 146,165 +6,447 +5%
EBWM
198
Eagle Bluffs Wealth Management
Missouri
$7.81M 145,872 +35,690 +32%
ACM
199
Avalon Capital Management
California
$7.74M 144,588 -4,816 -3%
IWA
200
IVC Wealth Advisors
Pennsylvania
$7.73M 144,363 +23,783 +20%