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JPMorgan Equity Premium Income ETF

857 hedge funds and large institutions have $12.4B invested in JPMorgan Equity Premium Income ETF in 2023 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 513 increasing their positions, 146 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 39

251% more repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 146

17% more funds holding in top 10

Funds holding in top 10: 120140 (+20)

16% more capital invested

Capital invested by funds: $10.7B → $12.4B (+$1.73B)

13% more funds holding

Funds holding: 756857 (+101)

5% more call options, than puts

Call options by funds: $21.2M | Put options by funds: $20.2M

1.29% less ownership

Funds ownership: 46.36%45.07% (-1.3%)

Holders
857
Holders Change
+101
Holders Change %
+13.36%
% of All Funds
13.46%
Holding in Top 10
140
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+16.67%
% of All Funds
2.2%
New
144
Increased
513
Reduced
146
Closed
39
Calls
$21.2M
Puts
$20.2M
Net Calls
+$1.04M
Net Calls Change
-$8.94M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
201
Fagan Associates
New York
$7.4M +$1.25M +22,869 +21%
MW
202
MBL Wealth
North Carolina
$7.32M +$507K +9,286 +8%
WCP
203
Wick Capital Partners
Pennsylvania
$7.19M +$536K +9,822 +8%
AWM
204
Apollon Wealth Management
South Carolina
$7.07M +$1.39M +25,403 +25%
WW
205
Westshore Wealth
California
$7.05M +$752K +13,771 +12%
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$6.97M +$3.33M +60,963 +94%
SWMP
207
Signature Wealth Management Partners
New Jersey
$6.83M +$986K +18,057 +17%
RWM
208
Rezny Wealth Management
Florida
$6.8M +$233K +4,267 +4%
ZIMP
209
Zimmermann Investment Management & Planning
Pennsylvania
$6.72M +$89.7K +1,642 +1%
BWG
210
Beta Wealth Group
California
$6.69M +$387K +7,094 +6%
IWA
211
IVC Wealth Advisors
Pennsylvania
$6.67M +$2M +36,631 +44%
WAP
212
Wealthcare Advisory Partners
Pennsylvania
$6.6M +$1.12M +20,428 +21%
PWM
213
Prentice Wealth Management
New York
$6.41M -$224K -4,101 -3%
AI
214
Atria Investments
North Carolina
$6.4M +$2.51M +46,006 +66%
LNC
215
Lincoln National Corp
Pennsylvania
$6.31M +$1.18M +21,636 +23%
VAS
216
Vestmark Advisory Solutions
Massachusetts
$6.25M +$1.89M +34,582 +44%
NA
217
NewEdge Advisors
Louisiana
$6.24M +$2.06M +37,746 +50%
PCS
218
Personal CFO Solutions
New Jersey
$6.17M +$164K +3,011 +3%
WCFA
219
Walkner Condon Financial Advisors
Wisconsin
$6.14M +$1.25M +22,889 +26%
NCM
220
NCM Capital Management
New Jersey
$6.14M +$523K +9,585 +9%
IFG
221
Independent Financial Group
California
$6.13M +$2.58M +47,262 +74%
EIP
222
Ellis Investment Partners
Pennsylvania
$6.1M +$437K +8,003 +8%
IF
223
Intrua Financial
Texas
$6.1M +$6.02M +110,293 New
Brown Advisory
224
Brown Advisory
Maryland
$6.1M -$4.46M -81,630 -43%
EBWM
225
Eagle Bluffs Wealth Management
Missouri
$6.1M +$183K +3,345 +3%