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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

887 hedge funds and large institutions have $12.9B invested in JPMorgan Equity Premium Income ETF in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 526 increasing their positions, 189 reducing their positions, and 63 closing their positions.

Holders
887
Holders Change
+34
Holders Change %
+3.99%
% of All Funds
14.14%
Holding in Top 10
136
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.16%
% of All Funds
2.17%
New
107
Increased
526
Reduced
189
Closed
63
Calls
$43.6M
Puts
$19.4M
Net Calls
+$24.2M
Net Calls Change
+$23.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.75B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$296M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$411M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$82.3M
5
CA
5
Clearstead Advisors
Ohio
$119M

Top Sellers

1
PG
1
Prostatis Group
Maryland
$2.14M
2
MW
2
Marks Wealth
Maryland
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.15B
4
CIA
4
Compass Ion Advisors
Pennsylvania
$1.53M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
251
WealthPLAN Partners
Nebraska
$5.36M +$1.68M +31,354 +46%
Creative Planning
252
Creative Planning
Kansas
$5.24M +$661K +12,345 +14%
BCM
253
Beck Capital Management
Texas
$5.2M +$174K +3,245 +3%
EWA
254
EverSource Wealth Advisors
Alabama
$5.2M +$2.01M +37,570 +63%
LPT
255
Legacy Private Trust
Wisconsin
$5.19M +$464K +8,664 +10%
MA
256
MBA Advisors
Pennsylvania
$5.19M +$181K +3,374 +4%
MTWM
257
Masso Torrence Wealth Management
New Jersey
$5.13M -$342K -6,386 -6%
DWP
258
Destiny Wealth Partners
Florida
$5.12M +$488K +9,108 +11%
CA
259
Cambridge Advisors
Nebraska
$5.09M +$140K +2,619 +3%
GM
260
GeoWealth Management
Illinois
$5.08M +$2.02M +37,777 +66%
MC
261
Moors & Cabot
Massachusetts
$5.06M +$541K +10,092 +12%
MW
262
MBL Wealth
North Carolina
$5.05M -$2.04M -38,158 -29%
WWM
263
Windsor Wealth Management
Indiana
$4.95M +$179K +3,342 +4%
FA
264
Financial Alternatives
California
$4.94M +$148K +2,772 +3%
GWM
265
Geneos Wealth Management
Colorado
$4.77M +$19.3K +361 +0.4%
EFS
266
Essex Financial Services
Connecticut
$4.7M +$372K +6,937 +9%
PCG
267
Prosperity Consulting Group
Maryland
$4.66M +$1.08M +20,092 +30%
JCM
268
J2 Capital Management
Michigan
$4.56M -$122K -2,272 -3%
SWP
269
Summit Wealth Partners
Florida
$4.55M -$114K -2,121 -2%
TCM
270
Traynor Capital Management
Pennsylvania
$4.52M +$1.19M +22,282 +36%
PA
271
Parallel Advisors
California
$4.48M +$546K +10,189 +14%
CW
272
CIC Wealth
Maryland
$4.43M +$939K +17,525 +27%
LWA
273
Lowe Wealth Advisors
Maryland
$4.4M +$110K +2,054 +3%
GSIAS
274
Garden State Investment Advisory Services
New Jersey
$4.39M +$911K +17,017 +26%
AWM
275
Aprio Wealth Management
Georgia
$4.32M +$807K +15,069 +23%
9 10
11
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