JEPI icon

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 %
PA
276
Parallel Advisors
California
$4.06M +$1.42M +25,619 +54%
BA
277
Bristlecone Advisors
Washington
$3.97M -$424K -7,655 -10%
WMA
278
West Michigan Advisors
Michigan
$3.97M -$1.63M -29,373 -29%
SS
279
Simplicity Solutions
Minnesota
$3.95M -$28.9K -523 -0.7%
GAA
280
Global Assets Advisory
Florida
$3.94M +$303K +5,497 +8%
AC
281
AlphaCore Capital
California
$3.93M +$3.93M +70,968 New
KF
282
Krilogy Financial
Missouri
$3.92M -$752K -13,597 -16%
SWM
283
Selective Wealth Management
Virginia
$3.87M +$3.87M +70,567 New
EWA
284
Evolution Wealth Advisors
Florida
$3.86M +$112K +2,030 +3%
MIC
285
Means Investment Company
Maine
$3.82M +$192K +3,472 +5%
ACM
286
AlphaStar Capital Management
North Carolina
$3.81M +$3.1M +56,097 +438%
WP
287
WealthPLAN Partners
Nebraska
$3.81M -$530K -9,587 -12%
BWM
288
BCGM Wealth Management
Indiana
$3.77M -$531K -9,588 -12%
SWM
289
SeaCrest Wealth Management
New York
$3.75M +$341K +6,157 +10%
PCG
290
Prosperity Consulting Group
Maryland
$3.71M +$409K +7,393 +12%
SB
291
Strategic Blueprint
Georgia
$3.68M +$277K +5,012 +8%
BFG
292
Bleakley Financial Group
New Jersey
$3.67M +$199K +3,603 +6%
RIA
293
Realta Investment Advisors
Delaware
$3.66M -$124K -2,249 -3%
PGAM
294
Princeton Global Asset Management
New Jersey
$3.64M +$244K +4,411 +7%
AWM
295
Aprio Wealth Management
Georgia
$3.63M +$2.84M +51,416 +361%
CW
296
CIC Wealth
Maryland
$3.61M +$2.05M +37,005 +131%
EP
297
Eudaimonia Partners
Tennessee
$3.6M -$1.37M -24,678 -27%
GSIAS
298
Garden State Investment Advisory Services
New Jersey
$3.59M +$707K +12,780 +25%
NRI
299
NFP Retirement Inc
California
$3.54M +$557K +10,064 +19%
CF
300
Centaurus Financial
California
$3.54M -$3.31M -59,831 -48%
10 11
12
13 14