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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

853 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, 511 increasing their positions, 145 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
+101
Holders Change %
+13.43%
% of All Funds
13.45%
Holding in Top 10
139
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+16.81%
% of All Funds
2.19%
New
144
Increased
511
Reduced
145
Closed
39
Calls
$21.2M
Puts
$20.2M
Net Calls
+$1.04M
Net Calls Change
-$8.94M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$219M
2
Bank of America
Bank of America
North Carolina
+$166M
3
MW
Marks Wealth
Maryland
+$86.4M
4
RIG
RiverFront Investment Group
Virginia
+$78.8M
5
Osaic Holdings
Osaic Holdings
Arizona
+$61.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$228M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$181M
3
AWE
Avidian Wealth Enterprises
Texas
-$23.6M
4
SPC
Sigma Planning Corp
Michigan
-$11.7M
5
AWA
Arete Wealth Advisors
Illinois
-$9.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPWA
226
New England Private Wealth Advisors
Massachusetts
$6.05M +$839K +15,162 +16%
HNWAG
227
High Net Worth Advisory Group
Florida
$5.98M +$706K +12,764 +13%
NW
228
Naviter Wealth
Arkansas
$5.94M +$5.94M +107,371 New
KFP
229
KMG Fiduciary Partners
Ohio
$5.91M +$840K +15,176 +17%
VWA
230
Visionary Wealth Advisors
Illinois
$5.88M -$1.14M -20,688 -16%
DIM
231
Delta Investment Management
California
$5.83M -$98.4K -1,779 -2%
CIBC World Market
232
CIBC World Market
Ontario, Canada
$5.82M +$627K +11,338 +12%
GWA
233
GGM Wealth Advisors
Maryland
$5.79M -$52.4K -952 -0.9%
MLRA
234
Main Line Retirement Advisors
Montana
$5.72M +$5.72M +103,296 New
TWC
235
TD Waterhouse Canada
Ontario, Canada
$5.67M +$1.4M +25,369 +33%
TW
236
Transform Wealth
Colorado
$5.67M -$7.22M -130,447 -56%
MTWM
237
Masso Torrence Wealth Management
New Jersey
$5.65M +$187K +3,373 +3%
LSIA
238
LaSalle St. Investment Advisors
Illinois
$5.64M +$2.45M +44,220 +77%
Bank of New York Mellon
239
Bank of New York Mellon
New York
$5.59M +$3.93M +71,065 +237%
RDFA
240
Ritter Daniher Financial Advisory
Ohio
$5.43M +$638K +11,530 +13%
RGF
241
Retirement Guys Formula
Ohio
$5.42M +$932K +16,851 +21%
PAG
242
Private Advisor Group
New Jersey
$5.4M +$4.01M +71,843 +289%
HCM
243
Howard Capital Management
Georgia
$5.3M +$2.08M +37,633 +65%
PCM
244
Pennsylvania Capital Management
Pennsylvania
$5.27M +$314K +5,679 +6%
MAG
245
Mayfair Advisory Group
Alabama
$5.26M +$796K +14,585 +18%
BCM
246
Beck Capital Management
Texas
$5.19M +$283K +5,116 +6%
MA
247
MBA Advisors
Pennsylvania
$5.17M +$314K +5,666 +6%
CA
248
Cambridge Advisors
Nebraska
$5.11M +$265K +4,784 +5%
PP
249
Prudential plc
United Kingdom
$5.1M +$5.1M +92,200 New
RHP
250
Royal Harbor Partners
Texas
$5.09M +$96.3K +1,740 +2%
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