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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 %
MAS
301
Meeder Advisory Services
Ohio
$2.7M +$2.7M +49,527 New
AFM
302
Andesa Financial Management
Pennsylvania
$2.67M +$1.49M +47,520 +126%
IWN
303
Independent Wealth Network
Iowa
$2.66M +$114K +2,079 +4%
VCP
304
Verus Capital Partners
Arizona
$2.65M -$1.86K -34 -0.1%
EIA
305
Edgemoor Investment Advisors
Maryland
$2.62M +$227K +4,155 +9%
PA
306
Parallel Advisors
California
$2.61M +$1.6M +29,290 +158%
MFP
307
Meridian Financial Partners
Virginia
$2.6M +$213K +3,869 +9%
ORC
308
O'Rourke & Company
Massachusetts
$2.58M +$102K +1,863 +4%
AWS
309
AJ Wealth Strategies
New York
$2.53M +$1.79M +32,827 +242%
AO
310
Advisor OS
Illinois
$2.49M +$2.49M +45,545 New
MFG
311
MidWestOne Financial Group
Iowa
$2.48M +$366K +6,706 +17%
BPA
312
Beacon Pointe Advisors
California
$2.47M +$424K +7,772 +21%
SWP
313
Semus Wealth Partners
Florida
$2.46M +$383K +7,013 +18%
LWM
314
Lionsbridge Wealth Management
Florida
$2.38M -$35.8K -656 -1%
CA
315
Continuum Advisory
Idaho
$2.38M +$649K +11,885 +38%
CA
316
Claro Advisors
Massachusetts
$2.37M +$74.5K +1,364 +3%
BWA
317
Beam Wealth Advisors
Louisiana
$2.37M +$586K +10,737 +33%
PFA
318
Plotkin Financial Advisors
Maryland
$2.37M +$771K +14,130 +48%
CG
319
Caprock Group
Idaho
$2.35M +$43.1K +789 +2%
E
320
ETFidea
New York
$2.33M +$745K +13,640 +47%
ICP
321
Interchange Capital Partners
Pennsylvania
$2.33M +$418K +7,650 +22%
RRA
322
Round Rock Advisors
Connecticut
$2.31M +$1.25M +22,819 +117%
PFG
323
Prosperity Financial Group
California
$2.31M +$755K +13,835 +49%
HAIM
324
Hunter Associates Investment Management
Pennsylvania
$2.3M +$1.27M +23,321 +123%
EWM
325
Executive Wealth Management
Michigan
$2.27M +$217K +3,973 +11%
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