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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

752 hedge funds and large institutions have $10.7B invested in JPMorgan Equity Premium Income ETF in 2023 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 457 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
+108
Holders Change %
+16.77%
% of All Funds
12.04%
Holding in Top 10
119
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.21%
% of All Funds
1.9%
New
163
Increased
457
Reduced
103
Closed
37
Calls
$28.9M
Puts
$18.9M
Net Calls
+$9.98M
Net Calls Change
-$25.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$390M
2
Morgan Stanley
Morgan Stanley
New York
+$219M
3
Bank of America
Bank of America
North Carolina
+$209M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$181M
5
Wells Fargo
Wells Fargo
California
+$89.6M

Top Sellers

1
Jane Street
Jane Street
New York
-$24.3M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$22.4M
3
PCIA
Prime Capital Investment Advisors
Kansas
-$22.3M
4
BFA
Beaumont Financial Advisors
Massachusetts
-$20.1M
5
BPWM
Badgley Phelps Wealth Managers
Washington
-$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
226
IVC Wealth Advisors
Pennsylvania
$4.58M +$2.36M +43,234 +106%
VAS
227
Valicenti Advisory Services
New York
$4.5M +$2.29M +41,964 +104%
MAG
228
Mayfair Advisory Group
Alabama
$4.49M +$2.78M +50,735 +163%
LA
229
Latitude Advisors
Florida
$4.47M +$1.59M +29,088 +55%
SWP
230
Summit Wealth Partners
Florida
$4.44M +$190K +3,488 +4%
RGF
231
Retirement Guys Formula
Ohio
$4.43M +$209K +3,821 +5%
DWP
232
Destiny Wealth Partners
Florida
$4.4M +$664K +12,161 +18%
EFS
233
Essex Financial Services
Connecticut
$4.38M +$736K +13,485 +20%
BA
234
Bristlecone Advisors
Washington
$4.34M +$72.4K +1,326 +2%
HT
235
Heritage Trust
Oklahoma
$4.29M +$378K +6,925 +10%
VAS
236
Vestmark Advisory Solutions
Massachusetts
$4.28M +$1.04M +19,098 +32%
WP
237
WealthPLAN Partners
Nebraska
$4.28M -$2.78M -50,923 -39%
Creative Planning
238
Creative Planning
Kansas
$4.26M -$319K -5,835 -7%
BWM
239
BCGM Wealth Management
Indiana
$4.25M +$3.82M +69,936 +895%
TWC
240
TD Waterhouse Canada
Ontario, Canada
$4.21M +$3.74M +68,834 +780%
TA
241
TrueWealth Advisors
Alabama
$4.17M +$4.17M +76,319 New
WWM
242
Windsor Wealth Management
Indiana
$4.13M +$755K +13,862 +22%
NA
243
NewEdge Advisors
Louisiana
$4.08M +$1.48M +27,152 +57%
Jane Street
244
Jane Street
New York
$4.04M -$24.3M -444,674 -86%
CWG
245
Cornerstone Wealth Group
North Carolina
$4.01M +$744K +13,619 +23%
LWA
246
Lowe Wealth Advisors
Maryland
$3.96M +$277K +5,073 +8%
KPWS
247
Kestra Private Wealth Services
Texas
$3.93M -$925K -16,936 -19%
SS
248
Simplicity Solutions
Minnesota
$3.93M +$3.3M +60,477 +528%
DE
249
Day & Ennis
Georgia
$3.81M +$351K +6,422 +10%
AI
250
Atria Investments
North Carolina
$3.8M +$699K +12,794 +23%
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