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JPMorgan Equity Premium Income ETF

42 hedge funds and large institutions have $103M invested in JPMorgan Equity Premium Income ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 2

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

180% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 5

91% more funds holding

Funds holding: 2242 (+20)

82% more capital invested

Capital invested by funds: $56.4M → $103M (+$46.5M)

1.55% more ownership

Funds ownership: 58.86%60.4% (+1.5%)

Holders
42
Holders Change
+20
Holders Change %
+90.91%
% of All Funds
0.74%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
22
Increased
14
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Requisite Capital Management
Texas
$20.2M -$163K -2,988 -0.8%
JP Morgan Chase
2
JP Morgan Chase
New York
$17.3M -$818K -15,000 -5%
CA
3
Cornerstone Advisory
Maryland
$15.7M +$8.88M +162,883 +137%
ARG
4
Advisory Resource Group
Oklahoma
$5.06M +$2.47M +45,372 +100%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.83M +$4.73M +86,704 New
BWG
6
Beta Wealth Group
California
$4.53M +$4.43M +81,195 New
CSPIA
7
Cary Street Partners Investment Advisory
Virginia
$4.03M +$2.54M +46,617 +181%
PAA
8
Peregrine Asset Advisers
Oregon
$3.16M +$2.37M +43,372 +325%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.89M +$699K +12,813 +33%
ACG
10
Allen Capital Group
Nebraska
$2.85M +$2.79M +51,095 New
PCIA
11
Prime Capital Investment Advisors
Kansas
$2.71M +$2.31M +42,317 +675%
CAG
12
Curtis Advisory Group
California
$2.49M +$2.16M +39,662 +790%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$2.09M +$1.26M +23,115 +160%
DIM
14
Delta Investment Management
California
$1.66M +$1.63M +29,814 New
MA
15
MJP Associates
Connecticut
$1.61M +$1.58M +28,886 New
AWA
16
Arete Wealth Advisors
Illinois
$1.58M +$1.55M +28,351 New
DE
17
Day & Ennis
Georgia
$1.23M +$484K +8,866 +67%
DMC
18
Drexel Morgan & Co
Pennsylvania
$1.11M -$149K -2,740 -12%
DA
19
Detalus Advisors
Missouri
$991K +$298K +5,458 +44%
EIP
20
Ellis Investment Partners
Pennsylvania
$848K +$686K +12,576 +479%
CFGS
21
Concourse Financial Group Securities
Alabama
$767K +$743K +13,633 New
CRWM
22
Castle Rock Wealth Management
California
$742K +$720K +13,208 New
3AM
23
3EDGE Asset Management
Florida
$674K +$191K +3,509 +41%
Osaic Holdings
24
Osaic Holdings
Arizona
$583K +$198K +3,630 +53%
CA
25
Cambridge Advisors
Nebraska
$453K +$11.6K +213 +3%