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JPMorgan Equity Premium Income ETF

460 hedge funds and large institutions have $5.04B invested in JPMorgan Equity Premium Income ETF in 2022 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 277 increasing their positions, 52 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 52

241% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 29

78% more funds holding in top 10

Funds holding in top 10: 2341 (+18)

37% more call options, than puts

Call options by funds: $8.04M | Put options by funds: $5.85M

29% more capital invested

Capital invested by funds: $3.9B → $5.04B (+$1.14B)

17% more funds holding

Funds holding: 393460 (+67)

0.41% less ownership

Funds ownership: 50.21%49.8% (-0.41%)

Holders
460
Holders Change
+67
Holders Change %
+17.05%
% of All Funds
7.75%
Holding in Top 10
41
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+78.26%
% of All Funds
0.69%
New
99
Increased
277
Reduced
52
Closed
29
Calls
$8.04M
Puts
$5.85M
Net Calls
+$2.19M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$873M -$15.3M -265,050 -2%
Morgan Stanley
2
Morgan Stanley
New York
$736M +$382M +6,604,865 +99%
Bank of America
3
Bank of America
North Carolina
$566M +$251M +4,338,355 +74%
Wells Fargo
4
Wells Fargo
California
$247M +$81.8M +1,413,060 +46%
RIG
5
RiverFront Investment Group
Virginia
$214M +$73.2M +1,265,486 +49%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$154M +$71.9M +1,242,559 +81%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$148M +$74.8M +1,292,687 +94%
Osaic Holdings
8
Osaic Holdings
Arizona
$111M +$41.6M +718,969 +56%
RCM
9
Requisite Capital Management
Texas
$98.3M +$17.7M +305,026 +21%
RJA
10
Raymond James & Associates
Florida
$88.3M +$23.9M +412,331 +35%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$84.3M +$20.6M +355,313 +31%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$74.9M +$11.7M +202,891 +18%
CA
13
Cornerstone Advisory
Maryland
$59.4M -$8.96M -154,830 -13%
RA
14
Rational Advisors
New York
$53.6M +$2.68M +46,394 +5%
GI
15
Gradient Investments
Minnesota
$45.7M +$363K +6,274 +0.8%
CIA
16
Compass Ion Advisors
Pennsylvania
$44.4M +$46.3M +800,839 New
Truist Financial
17
Truist Financial
North Carolina
$39.5M +$12.9M +222,766 +45%
PI
18
PFS Investments
Georgia
$34.7M +$2.36M +40,713 +7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$32.8M +$7.55M +130,495 +28%
BPWM
20
Badgley Phelps Wealth Managers
Washington
$32.3M +$9.43M +162,881 +39%
AUB
21
Atlantic Union Bankshares
Virginia
$23.8M +$24.9M +430,006 New
LGA
22
Lebenthal Global Advisors
New York
$23.6M +$24.7M +426,403 New
Stifel Financial
23
Stifel Financial
Missouri
$22.1M +$7.07M +122,145 +44%
MML Investors Services
24
MML Investors Services
Massachusetts
$21.9M +$13.5M +232,446 +143%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$20.3M +$12.4M +214,494 +142%