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JPMorgan Equity Premium Income ETF

334 hedge funds and large institutions have $3.19B invested in JPMorgan Equity Premium Income ETF in 2021 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 176 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+97
Holders Change %
+40.93%
% of All Funds
5.16%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.31%
New
115
Increased
176
Reduced
23
Closed
14
Calls
$3.07M
Puts
$6.09M
Net Calls
-$3.02M
Net Calls Change
+$6.12M
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
201
Regal Investment Advisors
Michigan
$553K +$41.2K +652 +8%
CMS
202
Capital Market Strategies
Florida
$541K +$541K +8,566 New
MA
203
Mutual Advisors
Nebraska
$536K +$199K +3,142 +59%
APA
204
American Portfolios Advisors
New York
$532K +$230K +3,644 +76%
BTWM
205
Baker Tilly Wealth Management
Wisconsin
$524K +$271K +4,300 +108%
IAS
206
Investment Advisory Services
Texas
$511K +$123K +1,941 +32%
Cetera Investment Advisers
207
Cetera Investment Advisers
Illinois
$510K +$510K +8,072 New
OIA
208
OneDigital Investment Advisors
Kansas
$509K +$288K +4,556 +130%
William Blair & Company
209
William Blair & Company
Illinois
$507K +$102K +1,621 +25%
ACM
210
Ategra Capital Management
Virginia
$505K
F
211
F3Logic
Minnesota
$504K +$91.2K +1,443 +22%
PFP
212
Paragon Financial Partners
California
$501K +$501K +7,927 New
SMC
213
Smith, Moore & Co
Missouri
$494K +$494K +7,824 New
AR
214
Apeiron RIA
Texas
$490K +$490K +7,750 New
SAM
215
Seelaus Asset Management
New Jersey
$488K +$63.2K +1,000 +15%
RFC
216
Regions Financial Corp
Alabama
$483K +$95.8K +1,515 +25%
IA
217
IAM Advisory
Pennsylvania
$461K +$171K +2,735 +59%
CT
218
Cambridge Trust
Massachusetts
$444K +$103K +1,634 +30%
WMP
219
Wealth Management Partners
Arizona
$437K +$87.7K +1,405 +25%
LFGH
220
Lee Financial Group Hawaii
Hawaii
$430K -$6.26K -99 -1%
Cerity Partners
221
Cerity Partners
New York
$430K +$430K +6,807 New
VCM
222
Virtue Capital Management
Tennessee
$423K +$423K +6,691 New
ACA
223
Aptus Capital Advisors
Alabama
$420K +$420K +6,600 New
FFN
224
Focus Financial Network
Minnesota
$418K +$19.4K +305 +5%
PCM
225
Parsons Capital Management
Rhode Island
$416K +$58.4K +925 +16%