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JPMorgan Equity Premium Income ETF

159 hedge funds and large institutions have $1.03B invested in JPMorgan Equity Premium Income ETF in 2021 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 67 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

943% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 7

570% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 10

90% more capital invested

Capital invested by funds: $541M → $1.03B (+$488M)

69% more funds holding

Funds holding: 94159 (+65)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

9.33% less ownership

Funds ownership: 64.39%55.06% (-9.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5.53M

Holders
159
Holders Change
+65
Holders Change %
+69.15%
% of All Funds
2.77%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
73
Increased
67
Reduced
10
Closed
7
Calls
Puts
$5.53M
Net Calls
-$5.53M
Net Calls Change
-$5.53M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$600M +$244M +4,110,659 +71%
CA
2
Cornerstone Advisory
Maryland
$60.6M +$17.5M +294,405 +42%
RCM
3
Requisite Capital Management
Texas
$40.2M +$13.6M +229,635 +53%
RIG
4
RiverFront Investment Group
Virginia
$33.9M +$33.3M +560,455 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$22.6M +$18.7M +315,205 +546%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$22.5M +$18.5M +311,230 +522%
RJA
7
Raymond James & Associates
Florida
$14.9M +$14.6M +245,336 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$14.8M -$8.46M -142,313 -37%
Osaic Holdings
9
Osaic Holdings
Arizona
$10.5M +$8.37M +140,889 +428%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$10.2M +$3.97M +66,877 +66%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$9.53M +$8.65M +145,512 +1,238%
ARG
12
Advisory Resource Group
Oklahoma
$9.07M +$3.25M +54,714 +58%
CSPIA
13
Cary Street Partners Investment Advisory
Virginia
$8.5M +$2.28M +38,314 +38%
NA
14
Nottingham Advisors
New York
$8.4M +$1.4M +23,557 +20%
DIM
15
Delta Investment Management
California
$8.04M +$3.22M +54,142 +69%
CSPAM
16
Cary Street Partners Asset Management
Virginia
$7.12M +$6.99M +117,568 New
SWM
17
Spire Wealth Management
Virginia
$6.83M +$1.15M +19,274 +21%
NEIRG
18
New England Investment & Retirement Group
Massachusetts
$6.7M +$1.3M +21,925 +25%
CB
19
Community Bank
New York
$5.65M +$1.54M +26,000 +39%
BWG
20
Beta Wealth Group
California
$5.29M +$151K +2,536 +3%
CAG
21
Curtis Advisory Group
California
$4.77M +$430K +7,238 +10%
OMC
22
Old Mission Capital
Illinois
$3.9M +$334K +5,622 +10%
BCI
23
Brinker Capital Investments
Pennsylvania
$3.66M +$1.29M +21,640 +56%
CRWM
24
Castle Rock Wealth Management
California
$3.66M +$2.81M +47,351 +403%
ACG
25
Allen Capital Group
Nebraska
$3.53M -$538K -9,049 -13%