JEPI icon

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 %
MHS
276
M Holdings Securities
Oregon
$2.26M +$2.26M +41,457 New
IWA
277
IVC Wealth Advisors
Pennsylvania
$2.22M +$1.9M +34,795 +588%
CCMW
278
Cypress Capital Management (Wyoming)
Wyoming
$2.22M -$48.3K -878 -2%
GM
279
GeoWealth Management
Illinois
$2.21M -$714K -13,107 -24%
VAS
280
Valicenti Advisory Services
New York
$2.21M -$1.53K -28 -0.1%
CWP
281
Concord Wealth Partners
Virginia
$2.18M +$2.18M +40,008 New
HIA
282
Harbor Investment Advisory
Maryland
$2.17M +$567K +10,412 +35%
CCIA
283
Cherry Creek Investment Advisors
Colorado
$2.17M -$623K -11,441 -22%
TW
284
TrinityPoint Wealth
Connecticut
$2.16M +$122K +2,238 +6%
OC
285
Oppenheimer & Co
New York
$2.16M +$215K +3,940 +11%
MAG
286
Members Advisory Group
New York
$2.15M +$297K +5,450 +16%
CFA
287
Cahill Financial Advisors
Minnesota
$2.14M -$252K -4,618 -11%
MFG
288
MidWestOne Financial Group
Iowa
$2.11M -$152K -2,784 -7%
SEA
289
Stegent Equity Advisors
Texas
$2.1M +$531K +9,739 +34%
SWP
290
Semus Wealth Partners
Florida
$2.07M +$2.07M +38,054 New
AFM
291
Andesa Financial Management
Pennsylvania
$2.05M -$1.76M -32,372 -46%
EWM
292
Executive Wealth Management
Michigan
$2.05M +$1.94M +35,650 +1,786%
NCM
293
Nelson Capital Management
California
$2.05M +$87.7K +1,609 +4%
BPA
294
Beacon Pointe Advisors
California
$2.04M +$398K +7,306 +24%
BWM
295
BlackDiamond Wealth Management
New York
$2.04M +$115K +2,075 +6%
DWP
296
Daymark Wealth Partners
Ohio
$2.03M +$2.03M +37,167 New
BWP
297
Balboa Wealth Partners
Arizona
$2.01M +$262K +4,812 +15%
ATC
298
Argent Trust Co
Tennessee
$1.99M +$1.73M +31,756 +663%
LNC
299
Lincoln National Corp
Pennsylvania
$1.98M +$199K +3,660 +11%
CCFM
300
Clear Creek Financial Management
Washington
$1.97M +$1.97M +36,224 New
10 11
12
13 14