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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 %
BCM
251
Beck Capital Management
Texas
$2.86M +$2.86M +52,563 New
AWM
252
Avaii Wealth Management
Wisconsin
$2.79M +$119K +2,184 +4%
LSIA
253
LaSalle St. Investment Advisors
Illinois
$2.73M +$2.73M +50,187 New
RFWA
254
RPg Family Wealth Advisory
Massachusetts
$2.72M +$36.5K +663 +1%
PGAM
255
Princeton Global Asset Management
New Jersey
$2.72M +$1.61M +29,545 +145%
Wealthfront Advisers
256
Wealthfront Advisers
California
$2.71M +$596K +10,940 +28%
MCM
257
MAI Capital Management
Ohio
$2.67M +$2.45M +44,925 +1,087%
VCP
258
Verus Capital Partners
Arizona
$2.64M +$482K +8,839 +22%
GG
259
Gofen & Glossberg
Illinois
$2.56M +$2.56M +47,029 New
IWN
260
Independent Wealth Network
Iowa
$2.55M +$1.19M +21,783 +87%
ORC
261
O'Rourke & Company
Massachusetts
$2.47M +$847K +15,550 +52%
LWM
262
Lionsbridge Wealth Management
Florida
$2.41M +$2.41M +44,303 New
CWM
263
Congress Wealth Management
Massachusetts
$2.4M -$5.56M -101,999 -70%
NRI
264
NFP Retirement Inc
California
$2.4M +$940K +17,254 +65%
EIA
265
Edgemoor Investment Advisors
Maryland
$2.39M +$2.51K +46 +0.1%
NA
266
NewEdge Advisors
Louisiana
$2.38M +$1.31M +26,327 +123%
MFP
267
Meridian Financial Partners
Virginia
$2.38M -$140K -2,558 -6%
DA
268
Detalus Advisors
Missouri
$2.35M -$134K -2,464 -5%
CG
269
Caprock Group
Idaho
$2.32M +$1.25M +22,784 +117%
RFC
270
Regions Financial Corp
Alabama
$2.31M +$280K +5,144 +14%
CA
271
Claro Advisors
Massachusetts
$2.3M +$2.3M +42,133 New
CAM
272
Concorde Asset Management
Michigan
$2.29M +$1.79M +32,840 +355%
AFP
273
Alpha Financial Partners
Kentucky
$2.29M +$2.29M +42,092 New
AA
274
Ancora Advisors
Ohio
$2.28M +$1.37M +25,172 +152%
SB
275
Strategic Blueprint
Georgia
$2.26M +$581K +10,656 +35%
9 10
11
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