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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 %
IP
251
Ignite Planners
California
$3.8M +$75.4K +1,384 +2%
SFS
252
Sowell Financial Services
Arkansas
$3.78M +$179K +3,273 +5%
RIA
253
Realta Investment Advisors
Delaware
$3.73M +$172K +3,153 +5%
EWA
254
Evolution Wealth Advisors
Florida
$3.7M +$95.8K +1,755 +3%
TNB
255
Thomasville National Bank
Georgia
$3.69M +$3.69M +67,517 New
GWMIA
256
Global Wealth Management Investment Advisory
Florida
$3.67M +$3.67M +67,260 New
TFS
257
Thoroughbred Financial Services
Tennessee
$3.63M +$501K +9,170 +16%
GAA
258
Global Assets Advisory
Florida
$3.62M +$1.75M +31,917 +94%
VAM
259
Verity Asset Management
North Carolina
$3.59M +$3.59M +65,720 New
MIC
260
Means Investment Company
Maine
$3.58M +$279K +5,104 +8%
Mercer Global Advisors
261
Mercer Global Advisors
Colorado
$3.55M +$504K +9,233 +17%
CAM
262
Cresset Asset Management
Illinois
$3.53M +$35.2K +645 +1%
PWM
263
Perigon Wealth Management
California
$3.48M +$262K +4,800 +8%
HWM
264
HB Wealth Management
Georgia
$3.48M +$361K +6,615 +12%
V
265
VeraBank
Texas
$3.46M +$3.46M +63,320 New
BFG
266
Bleakley Financial Group
New Jersey
$3.43M +$247K +4,520 +8%
BBL
267
Beck Bode LLC
Massachusetts
$3.4M -$324K -5,932 -9%
AP
268
Appleton Partners
Massachusetts
$3.37M +$427K +7,817 +14%
SWM
269
SeaCrest Wealth Management
New York
$3.37M +$1.7M +31,143 +102%
SB
270
Strategic Blueprint
Georgia
$3.36M +$1.1M +20,058 +48%
PGAM
271
Princeton Global Asset Management
New Jersey
$3.35M +$629K +11,514 +23%
JFG
272
Jefferies Financial Group
New York
$3.28M +$2.8M +51,332 +590%
PAG
273
Paladin Advisory Group
Iowa
$3.27M +$3.27M +59,890 New
PCG
274
Prosperity Consulting Group
Maryland
$3.25M +$1.67M +30,514 +105%
AFP
275
Alpha Financial Partners
Kentucky
$3.25M +$947K +17,344 +41%
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