JEPI icon

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 %
AGA
301
Accuvest Global Advisors
Utah
$3.82M -$473K -8,834 -11%
WWM
302
Western Wealth Management
Colorado
$3.76M +$531K +9,906 +16%
CW
303
CreativeOne Wealth
Kansas
$3.75M -$4.82M -90,017 -56%
BFG
304
Bleakley Financial Group
New Jersey
$3.75M +$194K +3,622 +5%
SMC
305
Smith, Moore & Co
Missouri
$3.7M +$1.56M +29,037 +72%
CF
306
Centaurus Financial
California
$3.68M +$262K +4,891 +8%
DADC
307
D.A. Davidson & Co
Montana
$3.68M +$1.77M +33,083 +93%
EWA
308
Evolution Wealth Advisors
Florida
$3.67M -$69.1K -1,290 -2%
GAA
309
Global Assets Advisory
Florida
$3.66M -$169K -3,155 -4%
MIC
310
Means Investment Company
Maine
$3.64M -$50.7K -946 -1%
TA
311
TrueWealth Advisors
Alabama
$3.64M -$973K -18,174 -21%
KF
312
Krilogy Financial
Missouri
$3.63M -$164K -3,071 -4%
RIA
313
Regal Investment Advisors
Michigan
$3.63M +$347K +6,472 +11%
GFP
314
Guardian Financial Partners
California
$3.63M +$656K +12,255 +22%
JPLA
315
Joseph P. Lucia & Associates
New York
$3.62M +$719K +13,419 +25%
FWM
316
Focused Wealth Management
New York
$3.62M +$2.28M +42,487 +170%
PP
317
Prudential plc
United Kingdom
$3.62M -$1.32M -24,700 -27%
Mercer Global Advisors
318
Mercer Global Advisors
Colorado
$3.59M -$3.15M -58,837 -47%
PGAM
319
Princeton Global Asset Management
New Jersey
$3.59M +$60.8K +1,136 +2%
IIA
320
Integral Investment Advisors
California
$3.58M +$3.58M +66,890 New
RIA
321
Realta Investment Advisors
Delaware
$3.57M -$82.3K -1,488 -2%
KWA
322
Kingswood Wealth Advisors
California
$3.56M +$2.5M +39,689 +235%
ACM
323
AlphaStar Capital Management
North Carolina
$3.54M -$153K -2,854 -4%
IWN
324
Independent Wealth Network
Iowa
$3.54M +$297K +5,544 +9%
BAM
325
Belpointe Asset Management
Nevada
$3.49M +$270K +5,040 +8%
11 12
13
14 15