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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
Morgan Stanley
1
Morgan Stanley
New York
$1.61B +$217M +3,964,934 +16%
Bank of America
2
Bank of America
North Carolina
$1.44B +$163M +2,992,345 +13%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.24B -$225M -4,124,035 -16%
Wells Fargo
4
Wells Fargo
California
$614M +$36.2M +662,274 +6%
Osaic Holdings
5
Osaic Holdings
Arizona
$340M +$61.1M +1,118,083 +22%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$333M +$28.7M +526,392 +10%
UBS Group
7
UBS Group
Switzerland
$264M +$60.2M +1,101,649 +30%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$216M +$53.6M +981,773 +34%
CIBC Private Wealth Group
9
CIBC Private Wealth Group
Georgia
$153M +$22.1M +405,068 +17%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$139M +$25.4M +465,046 +23%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$133M +$21M +384,789 +19%
RIG
12
RiverFront Investment Group
Virginia
$123M +$77.8M +1,424,332 +177%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$122M +$15.8M +288,697 +15%
RCM
14
Requisite Capital Management
Texas
$114M +$31.5K +576 +0%
MML Investors Services
15
MML Investors Services
Massachusetts
$99.2M +$21M +384,006 +27%
CAN
16
Cetera Advisor Networks
California
$96.5M +$14.6M +267,000 +18%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$94M +$18.6M +340,361 +25%
MW
18
Marks Wealth
Maryland
$86.4M +$85.3M +1,561,090 New
CA
19
Cornerstone Advisory
Maryland
$85.3M +$2.38M +43,497 +3%
Franklin Resources
20
Franklin Resources
California
$84.4M -$336K -6,144 -0.4%
PI
21
PFS Investments
Georgia
$80.4M +$1.06M +19,380 +1%
RJA
22
Raymond James & Associates
Florida
$77.1M +$25.7M +469,937 +51%
Stifel Financial
23
Stifel Financial
Missouri
$74.7M +$35.6M +652,694 +94%
GI
24
Gradient Investments
Minnesota
$65M +$20.1M +368,726 +46%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$64.4M +$31.4M +574,499 +97%