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JPMorgan Equity Premium Income ETF

644 hedge funds and large institutions have $17.4B invested in JPMorgan Equity Premium Income ETF in 2022 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 358 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+119
Holders Change %
+22.67%
% of All Funds
10.39%
Holding in Top 10
107
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+62.12%
% of All Funds
1.73%
New
154
Increased
358
Reduced
100
Closed
26
Calls
$52.5M
Puts
$17.1M
Net Calls
+$35.4M
Net Calls Change
+$30.9M
Name Holding Trade Value Shares
Change
Shares
Change %
MOS
201
MGO One Seven
Ohio
$4.19M -$1.72M -31,615 -29%
LPT
202
Legacy Private Trust
Wisconsin
$4.19M +$4.19M +76,838 New
WCFA
203
Walkner Condon Financial Advisors
Wisconsin
$4.18M +$843K +15,467 +25%
FWM
204
Fortress Wealth Management
California
$4.1M +$641K +11,769 +19%
BC
205
Bricktown Capital
Michigan
$4.09M +$4.09M +75,000 New
MC
206
Moors & Cabot
Massachusetts
$4.07M +$584K +10,726 +17%
MA
207
MJP Associates
Connecticut
$4M +$160K +2,931 +4%
CW
208
CreativeOne Wealth
Kansas
$3.99M -$320K -5,872 -7%
FHC
209
First Heartland Consultants
Missouri
$3.92M +$2.64M +48,428 +206%
HT
210
Heritage Trust
Oklahoma
$3.9M +$3.9M +71,657 New
BIP
211
Blue Investment Partners
California
$3.82M +$3.82M +70,136 New
KF
212
Krilogy Financial
Missouri
$3.82M +$2.96M +54,331 +344%
WEPOG
213
Wealth Enhancement & Preservation of GA
Georgia
$3.79M +$3.79M +69,568 New
RDFA
214
Ritter Daniher Financial Advisory
Ohio
$3.77M +$3.77M +69,268 New
IP
215
Ignite Planners
California
$3.76M +$3.76M +68,382 New
OIA
216
OneDigital Investment Advisors
Kansas
$3.75M +$613K +11,255 +20%
DWP
217
Destiny Wealth Partners
Florida
$3.73M -$303K -5,569 -8%
BBL
218
Beck Bode LLC
Massachusetts
$3.71M -$3.76K -69 -0.1%
LWA
219
Lowe Wealth Advisors
Maryland
$3.67M +$429K +7,882 +13%
EFS
220
Essex Financial Services
Connecticut
$3.64M +$667K +12,239 +22%
SIM
221
Stratos Investment Management
Ohio
$3.63M +$3.38M +62,030 +1,329%
UCFA
222
United Capital Financial Advisors
Texas
$3.61M -$667K -12,238 -16%
SFS
223
Sowell Financial Services
Arkansas
$3.6M +$1.17M +21,516 +48%
EWA
224
Evolution Wealth Advisors
Florida
$3.6M +$3.6M +66,035 New
NEPWA
225
New England Private Wealth Advisors
Massachusetts
$3.59M +$3.13M +57,435 +678%