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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 %
FA
251
Financial Alternatives
California
$4.95M -$50K -904 -1%
WWM
252
Windsor Wealth Management
Indiana
$4.93M +$742K +13,402 +18%
GWM
253
Geneos Wealth Management
Colorado
$4.91M -$412K -7,453 -8%
LPT
254
Legacy Private Trust
Wisconsin
$4.88M -$119K -2,144 -2%
JCM
255
J2 Capital Management
Michigan
$4.84M +$4.84M +87,422 New
DWP
256
Destiny Wealth Partners
Florida
$4.83M +$324K +5,805 +7%
SWP
257
Summit Wealth Partners
Florida
$4.82M +$319K +5,761 +7%
PWM
258
Perigon Wealth Management
California
$4.81M +$1.29M +23,279 +37%
HT
259
Heritage Trust
Oklahoma
$4.77M +$419K +7,573 +10%
TA
260
TrueWealth Advisors
Alabama
$4.77M +$542K +9,801 +13%
Creative Planning
261
Creative Planning
Kansas
$4.73M +$413K +7,468 +10%
FHC
262
First Heartland Consultants
Missouri
$4.72M +$41.6K +752 +0.9%
MC
263
Moors & Cabot
Massachusetts
$4.67M +$5.04K +91 +0.1%
AIA
264
Armor Investment Advisors
North Carolina
$4.63M +$4.63M +83,623 +1,672,460%
RWA
265
Rooted Wealth Advisors
Illinois
$4.61M +$4.61M +83,849 New
BPA
266
Beacon Pointe Advisors
California
$4.48M +$1.98M +35,699 +79%
EFS
267
Essex Financial Services
Connecticut
$4.47M +$34.9K +630 +0.8%
AGA
268
Accuvest Global Advisors
Utah
$4.44M +$1.56M +28,135 +54%
LWA
269
Lowe Wealth Advisors
Maryland
$4.43M +$420K +7,592 +10%
KPWS
270
Kestra Private Wealth Services
Texas
$4.41M +$426K +7,701 +11%
CWA
271
Consilium Wealth Advisory
Texas
$4.39M -$3.06M -55,363 -41%
TNB
272
Thomasville National Bank
Georgia
$4.28M +$548K +9,896 +15%
DE
273
Day & Ennis
Georgia
$4.24M +$380K +6,868 +10%
CWG
274
Cornerstone Wealth Group
North Carolina
$4.23M +$170K +3,068 +4%
IP
275
Ignite Planners
California
$4.07M +$267K +4,889 +7%
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