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JPMorgan Equity Premium Income ETF

525 hedge funds and large institutions have $5.99B invested in JPMorgan Equity Premium Income ETF in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 312 increasing their positions, 79 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+66
Holders Change %
+14.38%
% of All Funds
9.08%
Holding in Top 10
66
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+60.98%
% of All Funds
1.14%
New
102
Increased
312
Reduced
79
Closed
34
Calls
$13M
Puts
$8.49M
Net Calls
+$4.53M
Net Calls Change
+$2.34M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
201
Perigon Wealth Management
California
$2.53M -$170K -3,318 -6%
HNWAG
202
High Net Worth Advisory Group
Florida
$2.52M +$403K +7,863 +19%
AWM
203
Avaii Wealth Management
Wisconsin
$2.51M +$2.19M +42,665 +678%
IA
204
Integrity Advisory
Kansas
$2.41M +$1.15M +22,481 +92%
DC
205
Davenport & Co
Virginia
$2.39M +$198K +3,868 +9%
MFP
206
Meridian Financial Partners
Virginia
$2.36M +$99.8K +1,952 +4%
Thrivent Financial for Lutherans
207
Thrivent Financial for Lutherans
Minnesota
$2.34M +$574K +11,063 +33%
DA
208
Detalus Advisors
Missouri
$2.33M -$48.5K -947 -2%
SFS
209
Sowell Financial Services
Arkansas
$2.28M +$2.28M +44,456 New
CAM
210
Cresset Asset Management
Illinois
$2.25M -$225K -4,397 -9%
CFA
211
Cahill Financial Advisors
Minnesota
$2.25M +$719K +14,029 +47%
EIA
212
Edgemoor Investment Advisors
Maryland
$2.24M +$428K +8,360 +24%
TFS
213
Thoroughbred Financial Services
Tennessee
$2.16M +$983K +19,186 +83%
MFG
214
MidWestOne Financial Group
Iowa
$2.12M +$103K +2,014 +5%
CCMW
215
Cypress Capital Management (Wyoming)
Wyoming
$2.11M -$79.8K -1,557 -4%
FFA
216
Fragasso Financial Advisors
Pennsylvania
$2.09M +$552K +10,778 +36%
SFA
217
Source Financial Advisors
New York
$2.08M -$3.48M -67,873 -63%
VAS
218
Valicenti Advisory Services
New York
$2.08M +$2.08M +40,495 New
WWM
219
Windsor Wealth Management
Indiana
$2.03M +$972K +18,941 +92%
VCP
220
Verus Capital Partners
Arizona
$2.03M +$1.32M +25,748 +185%
Mariner
221
Mariner
Kansas
$2M +$335K +6,550 +20%
MS
222
Madden Securities
Texas
$1.99M +$1.99M +38,875 New
Wealthfront Advisers
223
Wealthfront Advisers
California
$1.98M +$491K +9,588 +33%
VAM
224
Vienna Asset Management
California
$1.98M +$1.71M +43,879 +646%
TW
225
TrinityPoint Wealth
Connecticut
$1.92M +$1.46M +28,437 +316%