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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
$1.45B
2
Morgan Stanley
Morgan Stanley
New York
$1.38B
3
Bank of America
Bank of America
North Carolina
$1.26B
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$181M
5
Wells Fargo
Wells Fargo
California
$570M

Top Sellers

1
Jane Street
Jane Street
New York
$4.04M
2
Corient Private Wealth
Corient Private Wealth
Florida
$23M
3
PCIA
Prime Capital Investment Advisors
Kansas
$15.8M
4
BFA
Beaumont Financial Advisors
Massachusetts
$2.1M
5
BPWM
Badgley Phelps Wealth Managers
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAG
326
Members Advisory Group
New York
$2.27M +$118K +2,170 +6%
GM
327
GeoWealth Management
Illinois
$2.26M +$48.4K +886 +2%
LCWP
328
Legacy Capital Wealth Partners
Arkansas
$2.26M +$2.26M +41,420 New
SWP
329
Strategic Wealth Partners
Ohio
$2.24M +$1.4M +25,663 +166%
CCIA
330
Cherry Creek Investment Advisors
Colorado
$2.24M +$68.6K +1,257 +3%
OHWP
331
Oak Harbor Wealth Partners
North Carolina
$2.24M +$2.24M +40,948 New
MWM
332
Mission Wealth Management
California
$2.22M -$1.3M -23,770 -37%
CFA
333
Cahill Financial Advisors
Minnesota
$2.22M +$70.8K +1,296 +3%
WEPOG
334
Wealth Enhancement & Preservation of GA
Georgia
$2.19M -$1.6M -29,373 -42%
SMC
335
Smith, Moore & Co
Missouri
$2.18M +$817K +14,957 +60%
ACS
336
Archford Capital Strategies
Illinois
$2.18M +$522K +9,618 +32%
SEA
337
Stegent Equity Advisors
Texas
$2.17M +$69.8K +1,279 +3%
CCMW
338
Cypress Capital Management (Wyoming)
Wyoming
$2.14M -$53.8K -985 -2%
HIA
339
Harbor Investment Advisory
Maryland
$2.14M -$30.3K -555 -1%
HC
340
Hourglass Capital
Texas
$2.14M +$382K +7,000 +22%
CW
341
Channel Wealth
California
$2.13M +$2.13M +39,029 New
BA
342
Bridge Advisory
California
$2.11M +$492K +9,016 +30%
BFA
343
Beaumont Financial Advisors
Massachusetts
$2.1M -$20.1M -367,428 -91%
WWM
344
Western Wealth Management
Colorado
$2.1M +$1.78M +32,680 +569%
EA
345
Eudaimonia Advisors
Tennessee
$2.1M +$245K +4,494 +13%
LTL
346
Lowery Thomas LLC
California
$2.09M +$2.09M +38,363 New
DA
347
Detalus Advisors
Missouri
$2.09M -$262K -4,790 -11%
BWP
348
Balboa Wealth Partners
Arizona
$2.08M +$64.4K +1,180 +3%
MCA
349
MSH Capital Advisors
Arizona
$2.07M +$426K +7,809 +26%
JPLA
350
Joseph P. Lucia & Associates
New York
$2.06M +$1.29M +23,677 +169%
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