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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

644 hedge funds and large institutions have $17.4B invested in JPMorgan Equity Premium Income ETF in 2022 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 358 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+119
Holders Change %
+22.67%
% of All Funds
10.39%
Holding in Top 10
107
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+62.12%
% of All Funds
1.73%
New
154
Increased
358
Reduced
100
Closed
26
Calls
$52.5M
Puts
$17.1M
Net Calls
+$35.4M
Net Calls Change
+$30.9M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$8.92B
2
Bank of America
2
Bank of America
North Carolina
$1.04B
3
Morgan Stanley
3
Morgan Stanley
New York
$1.15B
4
Wells Fargo
4
Wells Fargo
California
$479M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$226M

Top Sellers

1
CIA
1
Compass Ion Advisors
Pennsylvania
$46M
2
JIP
2
Jaffetilchin Investment Partners
Florida
$10.1M
3
RCM
3
Requisite Capital Management
Texas
$103M
4
PWM
4
Prentice Wealth Management
New York
$6.5M
5
ACG
5
Allen Capital Group
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
326
Bank of New York Mellon
New York
$1.62M +$1.38M +25,273 +572%
BA
327
Bridge Advisory
California
$1.62M -$208K -3,811 -11%
PFA
328
Plotkin Financial Advisors
Maryland
$1.6M +$406K +7,457 +34%
ACP
329
Arcus Capital Partners
Georgia
$1.59M +$170K +3,125 +12%
PCG
330
Prosperity Consulting Group
Maryland
$1.58M +$939K +17,238 +146%
JSL
331
JT Stratford LLC
Georgia
$1.58M +$1.34M +24,532 +542%
E
332
ETFidea
New York
$1.58M +$1.08M +19,857 +218%
FAM
333
Family Asset Management
South Carolina
$1.57M +$1.57M +28,873 New
CJFS
334
Coulter & Justus Financial Services
Tennessee
$1.57M +$1.57M +28,852 New
PFG
335
Prosperity Financial Group
California
$1.55M +$1.55M +28,452 New
GCM
336
Gables Capital Management
Florida
$1.54M +$59.7K +1,095 +4%
CFGS
337
Concourse Financial Group Securities
Alabama
$1.54M +$559K +10,152 +57%
MP
338
McDonald Partners
Ohio
$1.54M +$343K +6,300 +29%
SWM
339
Selective Wealth Management
Virginia
$1.49M +$1.46M +26,539 +5,308%
AF
340
Apexium Financial
Texas
$1.48M +$296K +5,394 +25%
WOSD
341
WFA of San Diego
California
$1.46M -$26.8K -492 -2%
MCC
342
Money Concepts Capital
Florida
$1.44M +$1.36M +25,036 +1,696%
FFWA
343
FRG Family Wealth Advisors
Washington
$1.43M +$377K +6,925 +36%
Citadel Advisors
344
Citadel Advisors
Florida
$1.43M +$523K +9,593 +58%
SIAP
345
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.42M +$367K +6,736 +35%
CW
346
CIC Wealth
Maryland
$1.41M +$1.41M +25,793 New
SW
347
SteelPeak Wealth
California
$1.37M +$42.5K +772 +3%
LTI
348
Laffer Tengler Investments
Tennessee
$1.37M +$808K +14,836 +143%
MWA
349
Moser Wealth Advisors
Washington
$1.37M +$387K +7,100 +39%
SMC
350
Smith, Moore & Co
Missouri
$1.37M +$313K +5,747 +30%
12 13
14
15 16