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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
CFA
201
Cahill Financial Advisors
Minnesota
$171K +$177K +2,870 New
ARIS
202
Advanced Research Investment Solutions
California
$135K +$139K +2,261 New
CWA
203
Clearview Wealth Advisors
Oregon
$116K -$147K -2,392 -55%
PCM
204
Penserra Capital Management
California
$108K +$112K +1,814 New
Morgan Stanley
205
Morgan Stanley
New York
$107K +$72.7K +1,182 +193%
LDFR
206
Lehman & Derafelo Financial Resources
Pennsylvania
$103K +$123 +2 +0.1%
HDIM
207
Hanson & Doremus Investment Management
Vermont
$103K +$106K +1,728 New
EWM
208
EPG Wealth Management
Georgia
$94K +$97.5K +1,585 New
PA
209
Parallel Advisors
California
$91K +$93.8K +1,525 New
AIC
210
Archer Investment Corporation
Indiana
$89.4K +$92.3K +1,500 New
Simplex Trading
211
Simplex Trading
Illinois
$77K
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$70K +$53.8K +874 +291%
AF
213
Advisornet Financial
Minnesota
$60K -$37.3K -607 -38%
CIAS
214
Capital Investment Advisory Services
North Carolina
$60K
WWMSC
215
Wagner Wealth Management (South Carolina)
South Carolina
$60K +$59.7K +970 New
MA
216
Montag & Associates
Georgia
$55K +$31.3K +509 +121%
OIA
217
Optimum Investment Advisors
Illinois
$54K +$55.4K +900 New
KTC
218
Kistler-Tiffany Companies
Pennsylvania
$46K +$48K +780 New
AWMS
219
Advocacy Wealth Management Services
Georgia
$37K +$38.6K +628 New
HI
220
Hudock Inc
Pennsylvania
$36K +$26K +422 +216%
PNC Financial Services Group
221
PNC Financial Services Group
Pennsylvania
$31K +$1.72K +28 +6%
ST
222
Smithfield Trust
Pennsylvania
$26K +$26.5K +430 New
FCMT
223
Founders Capital Management (Texas)
Texas
$24K +$24.7K +402 New
SAM
224
Strategic Asset Management
Minnesota
$23K +$22.9K +373 New
CI
225
Cordant Inc
Oregon
$23K +$24.1K +392 New