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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 %
HWM
301
HB Wealth Management
Georgia
$3.5M -$23.7K -428 -0.7%
HAIM
302
Hunter Associates Investment Management
Pennsylvania
$3.5M +$1.16M +21,042 +50%
WAM
303
WNY Asset Management
New York
$3.49M +$1.48M +26,819 +74%
WA
304
Waverly Advisors
Alabama
$3.47M +$3.47M +62,656 New
Millennium Management
305
Millennium Management
New York
$3.45M +$3.45M +62,306 New
TCM
306
Traynor Capital Management
Pennsylvania
$3.43M +$2.86M +51,764 +504%
RIA
307
Regal Investment Advisors
Michigan
$3.39M +$635K +11,472 +23%
CW
308
Channel Wealth
California
$3.37M +$1.21M +21,847 +56%
IWN
309
Independent Wealth Network
Iowa
$3.35M +$648K +11,719 +24%
JFG
310
Jefferies Financial Group
New York
$3.34M +$17.8K +321 +0.5%
WWM
311
Western Wealth Management
Colorado
$3.33M +$1.21M +21,810 +57%
BAM
312
Belpointe Asset Management
Nevada
$3.33M -$2.88M -52,112 -46%
SWM
313
Silverlake Wealth Management
Vermont
$3.32M +$1.77M +31,995 +114%
EWA
314
EverSource Wealth Advisors
Alabama
$3.29M +$3.28M +59,351 +57,622%
OC
315
Oppenheimer & Co
New York
$3.29M +$516K +9,318 +19%
PAG
316
Paladin Advisory Group
Iowa
$3.27M -$41.2K -744 -1%
AFP
317
Alpha Financial Partners
Kentucky
$3.26M -$29K -524 -0.9%
WAM
318
Weinberger Asset Management
California
$3.23M +$28.8K +520 +0.9%
SWP
319
Strategic Wealth Partners
Ohio
$3.22M +$944K +17,060 +42%
BBL
320
Beck Bode LLC
Massachusetts
$3.21M -$236K -4,264 -7%
KIG
321
Kennedy Investment Group
New Jersey
$3.17M +$371K +6,702 +13%
GM
322
GeoWealth Management
Illinois
$3.16M +$868K +15,680 +38%
HH
323
Hilltop Holdings
Texas
$3.14M +$1.66M +30,070 +113%
LAM
324
Lifestyle Asset Management
Texas
$3.13M +$3.13M +56,491 New
WFAG
325
Worth Financial Advisory Group
North Carolina
$3.08M -$39K -705 -1%
11 12
13
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