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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.

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

Top Sellers

1
PG
Prostatis Group
Maryland
$2.14M
2
MW
Marks Wealth
Maryland
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.15B
4
CIA
Compass Ion Advisors
Pennsylvania
$1.53M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
276
Brown Advisory
Maryland
$4.31M -$1.59M -29,746 -27%
PFGIA
277
Patriot Financial Group Insurance Agency
Massachusetts
$4.29M +$3.53M +68,724 +462%
CWA
278
Consilium Wealth Advisory
Texas
$4.27M +$19.1K +356 +0.4%
LSIA
279
LaSalle St. Investment Advisors
Illinois
$4.25M -$1.2M -22,450 -22%
TNB
280
Thomasville National Bank
Georgia
$4.24M +$89.3K +1,667 +2%
DIM
281
Delta Investment Management
California
$4.19M -$1.45M -27,133 -26%
SB
282
Strategic Blueprint
Georgia
$4.19M +$624K +11,644 +18%
CWG
283
Cornerstone Wealth Group
North Carolina
$4.13M +$39.3K +734 +1%
William Blair & Company
284
William Blair & Company
Illinois
$4.13M +$1.42M +26,493 +52%
SWP
285
Strategic Wealth Partners
Ohio
$4.12M +$1.01M +18,797 +32%
T
286
TRUADVICE
Florida
$4.11M +$1.18M +21,859 +40%
DE
287
Day & Ennis
Georgia
$4.07M -$35.8K -669 -0.9%
PWM
288
Perigon Wealth Management
California
$4.06M -$596K -11,131 -13%
WMA
289
West Michigan Advisors
Michigan
$4.05M +$204K +3,816 +5%
SS
290
Simplicity Solutions
Minnesota
$4.02M +$194K +3,622 +5%
MCC
291
Money Concepts Capital
Florida
$3.96M +$1.09M +15,753 +38%
AC
292
AlphaCore Capital
California
$3.93M +$125K +2,341 +3%
PFG
293
Prosperity Financial Group
California
$3.92M +$1.6M +29,794 +69%
FHC
294
First Heartland Consultants
Missouri
$3.91M -$652K -12,180 -14%
SWM
295
SeaCrest Wealth Management
New York
$3.9M +$263K +4,915 +7%
TW
296
Transform Wealth
Colorado
$3.89M -$1.6M -29,808 -29%
IP
297
Ignite Planners
California
$3.87M -$51.9K -987 -1%
BA
298
Bristlecone Advisors
Washington
$3.87M +$25.9K +483 +0.7%
ATPW
299
Ashton Thomas Private Wealth
Arizona
$3.87M +$2.04M +38,178 +112%
HAIM
300
Hunter Associates Investment Management
Pennsylvania
$3.83M +$439K +8,196 +13%
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