JEPI icon

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 %
DWP
276
Daymark Wealth Partners
Ohio
$3.21M +$1.18M +21,577 +58%
HCM
277
Howard Capital Management
Georgia
$3.17M +$3.17M +58,103 New
WAM
278
Weinberger Asset Management
California
$3.16M +$68.4K +1,252 +2%
LSIA
279
LaSalle St. Investment Advisors
Illinois
$3.15M +$407K +7,455 +15%
WFAG
280
Worth Financial Advisory Group
North Carolina
$3.08M +$3.08M +56,372 New
HSA
281
HBK Sorce Advisory
Pennsylvania
$3.05M -$2.6M -47,668 -46%
CAM
282
Concorde Asset Management
Michigan
$3.04M +$738K +13,515 +32%
RCM
283
Rain Capital Management
Oregon
$3.02M +$3.02M +55,364 New
CWM
284
Congress Wealth Management
Massachusetts
$2.97M +$561K +10,270 +23%
NRI
285
NFP Retirement Inc
California
$2.95M +$546K +10,008 +23%
MWM
286
Mascoma Wealth Management
New Hampshire
$2.94M -$83.5K -1,507 -3%
EE
287
EWG Elevate
California
$2.93M +$2.93M +53,694 New
OWM
288
OneAscent Wealth Management
Alabama
$2.89M +$2.89M +52,887 New
CCFM
289
Clear Creek Financial Management
Washington
$2.86M +$881K +16,128 +45%
GSIAS
290
Garden State Investment Advisory Services
New Jersey
$2.85M +$1.18M +21,565 +70%
AGA
291
Accuvest Global Advisors
Utah
$2.84M -$5.87M -107,426 -67%
SCA
292
Snowden Capital Advisors
New York
$2.82M +$932K +17,067 +49%
RFWA
293
RPg Family Wealth Advisory
Massachusetts
$2.8M +$101K +1,850 +4%
AWM
294
Avaii Wealth Management
Wisconsin
$2.76M -$29.4K -539 -1%
KIG
295
Kennedy Investment Group
New Jersey
$2.76M +$839K +15,375 +44%
WIM
296
WealthPlan Investment Management
Nebraska
$2.75M -$4.31M -78,925 -61%
RC
297
Rovin Capital
Arizona
$2.74M -$530K -9,700 -16%
OC
298
Oppenheimer & Co
New York
$2.74M +$571K +10,463 +26%
RIA
299
Regal Investment Advisors
Michigan
$2.72M +$1.47M +26,913 +118%
TW
300
TrinityPoint Wealth
Connecticut
$2.71M +$548K +10,034 +25%
10 11
12
13 14