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JPMorgan Equity Premium Income ETF

238 hedge funds and large institutions have $1.81B invested in JPMorgan Equity Premium Income ETF in 2021 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 126 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 12

790% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 10

76% more capital invested

Capital invested by funds: $1.03B → $1.81B (+$785M)

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

50% more funds holding

Funds holding: 159238 (+79)

7.38% less ownership

Funds ownership: 55.06%47.68% (-7.4%)

90% less call options, than puts

Call options by funds: $994K | Put options by funds: $10.1M

Holders
238
Holders Change
+79
Holders Change %
+49.69%
% of All Funds
4.17%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
89
Increased
126
Reduced
12
Closed
10
Calls
$994K
Puts
$10.1M
Net Calls
-$9.15M
Net Calls Change
-$3.62M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$825M +$242M +3,937,544 +40%
RIG
2
RiverFront Investment Group
Virginia
$89.3M +$57.7M +937,543 +167%
Bank of America
3
Bank of America
North Carolina
$74.3M +$76.5M +1,243,846 +62,192%
CA
4
Cornerstone Advisory
Maryland
$65.1M +$5.69M +92,403 +9%
Wells Fargo
5
Wells Fargo
California
$48.5M +$50M +813,412 +1,730,664%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$45.1M +$23.7M +385,217 +104%
RJA
7
Raymond James & Associates
Florida
$42.3M +$28.6M +464,668 +189%
RCM
8
Requisite Capital Management
Texas
$41.8M +$2.26M +36,652 +6%
GI
9
Gradient Investments
Minnesota
$40.2M +$41.5M +675,049 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$39.2M +$30.8M +500,286 +318%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$38.4M +$24.6M +399,359 +163%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$35.3M +$13.5M +219,414 +59%
Osaic Holdings
13
Osaic Holdings
Arizona
$21.4M +$11.4M +185,650 +107%
Truist Financial
14
Truist Financial
North Carolina
$18.5M +$17M +276,146 +806%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$17.1M +$7.36M +119,562 +71%
CA
16
Cetera Advisors
Colorado
$14.2M +$12.2M +198,043 +484%
IAN
17
Integrated Advisors Network
Texas
$13.6M +$12.4M +202,292 +765%
CIA
18
Capital Investment Advisors
Georgia
$12.5M +$10.3M +166,611 +381%
ARG
19
Advisory Resource Group
Oklahoma
$11.6M +$2.79M +45,383 +30%
CSPIA
20
Cary Street Partners Investment Advisory
Virginia
$10.5M +$2.21M +35,939 +26%
RPSA
21
Richard P. Slaughter Associates
Texas
$9.78M +$10.1M +164,096 New
ACM
22
Avalon Capital Management
California
$9.33M +$9.63M +156,535 New
NA
23
Nottingham Advisors
New York
$9.1M +$823K +13,375 +10%
GWA
24
GGM Wealth Advisors
Maryland
$8.73M +$7.46M +121,237 +621%
SWM
25
Spire Wealth Management
Virginia
$6.82M +$66.4K +1,079 +1%