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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

644 hedge funds and large institutions have $17.4B invested in JPMorgan Equity Premium Income ETF in 2022 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 358 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+119
Holders Change %
+22.67%
% of All Funds
10.39%
Holding in Top 10
107
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+62.12%
% of All Funds
1.73%
New
154
Increased
358
Reduced
100
Closed
26
Calls
$52.5M
Puts
$17.1M
Net Calls
+$35.4M
Net Calls Change
+$30.9M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$8.92B
2
Bank of America
Bank of America
North Carolina
$1.04B
3
Morgan Stanley
Morgan Stanley
New York
$1.15B
4
Wells Fargo
Wells Fargo
California
$479M
5
Osaic Holdings
Osaic Holdings
Arizona
$226M

Top Sellers

1
CIA
Compass Ion Advisors
Pennsylvania
$46M
2
JIP
Jaffetilchin Investment Partners
Florida
$10.1M
3
RCM
Requisite Capital Management
Texas
$103M
4
PWM
Prentice Wealth Management
New York
$6.5M
5
ACG
Allen Capital Group
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
226
Realta Investment Advisors
Delaware
$3.55M +$109K +2,001 +3%
KFP
227
KMG Fiduciary Partners
Ohio
$3.53M +$263K +4,828 +8%
CAM
228
Cresset Asset Management
Illinois
$3.52M +$1.1M +20,002 +46%
MWM
229
Mission Wealth Management
California
$3.51M +$1.93M +35,462 +122%
DE
230
Day & Ennis
Georgia
$3.45M -$252K -4,631 -7%
PCM
231
Pennsylvania Capital Management
Pennsylvania
$3.45M -$521K -9,388 -13%
WWM
232
Windsor Wealth Management
Indiana
$3.42M +$1.23M +22,318 +56%
MIC
233
Means Investment Company
Maine
$3.29M -$267K -4,903 -8%
DC
234
Davenport & Co
Virginia
$3.28M +$740K +13,577 +29%
RC
235
Rovin Capital
Arizona
$3.27M +$1.69M +30,946 +107%
CWG
236
Cornerstone Wealth Group
North Carolina
$3.26M +$3.26M +59,742 New
CF
237
Centaurus Financial
California
$3.24M -$955K -17,519 -23%
VAS
238
Vestmark Advisory Solutions
Massachusetts
$3.23M +$92.7K +1,702 +3%
PWM
239
Perigon Wealth Management
California
$3.21M +$515K +9,458 +19%
SWMP
240
Signature Wealth Management Partners
New Jersey
$3.21M +$2.43M +44,537 +310%
BFG
241
Bleakley Financial Group
New Jersey
$3.18M +$3.18M +58,285 New
TFS
242
Thoroughbred Financial Services
Tennessee
$3.12M +$817K +14,997 +36%
HWM
243
HB Wealth Management
Georgia
$3.11M -$26.1K -479 -0.8%
AI
244
Atria Investments
North Carolina
$3.1M -$542K -9,938 -15%
WAM
245
Weinberger Asset Management
California
$3.08M +$271K +4,974 +10%
Mercer Global Advisors
246
Mercer Global Advisors
Colorado
$3.04M -$31K -568 -1%
MWM
247
Mascoma Wealth Management
New Hampshire
$2.98M +$123K +2,256 +4%
AP
248
Appleton Partners
Massachusetts
$2.94M +$1.61M +29,505 +121%
CRWM
249
Castle Rock Wealth Management
California
$2.9M +$987K +17,880 +52%
LA
250
Latitude Advisors
Florida
$2.88M +$2.88M +52,809 New
8 9
10
11 12