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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 %
SCA
326
Snowden Capital Advisors
New York
$3.07M +$211K +3,805 +7%
SWP
327
Semus Wealth Partners
Florida
$3.07M +$576K +10,408 +23%
GFP
328
Guardian Financial Partners
California
$3.07M +$1.02M +18,515 +50%
TCM
329
Triumph Capital Management
Colorado
$3.06M +$1.81M +32,624 +143%
T
330
TRUADVICE
Florida
$3.02M +$2.41M +43,549 +398%
JPLA
331
Joseph P. Lucia & Associates
New York
$3M +$911K +16,460 +44%
EE
332
EWG Elevate
California
$2.99M +$18.1K +327 +0.6%
TW
333
TrinityPoint Wealth
Connecticut
$2.96M +$211K +3,806 +8%
CCFM
334
Clear Creek Financial Management
Washington
$2.96M +$59.5K +1,075 +2%
HSA
335
HBK Sorce Advisory
Pennsylvania
$2.94M -$154K -2,783 -5%
HI
336
Harbour Investments
Wisconsin
$2.92M +$1.29M +23,337 +79%
RC
337
Rovin Capital
Arizona
$2.92M +$136K +2,459 +5%
ORC
338
O'Rourke & Company
Massachusetts
$2.9M +$288K +5,205 +11%
RCM
339
Rain Capital Management
Oregon
$2.89M -$171K -3,089 -6%
SFG
340
SevenBridge Financial Group
Pennsylvania
$2.84M +$1.65M +29,839 +139%
LA
341
Latitude Advisors
Florida
$2.83M -$1.7M -30,677 -37%
VCP
342
Verus Capital Partners
Arizona
$2.82M +$137K +2,479 +5%
William Blair & Company
343
William Blair & Company
Illinois
$2.8M +$1.1M +19,934 +65%
MCM
344
MAI Capital Management
Ohio
$2.78M +$799K +14,432 +40%
MFG
345
MidWestOne Financial Group
Iowa
$2.77M +$263K +4,761 +10%
RFWA
346
RPg Family Wealth Advisory
Massachusetts
$2.77M -$69.5K -1,256 -2%
Cerity Partners
347
Cerity Partners
New York
$2.76M +$1.97M +35,518 +246%
MAS
348
Meeder Advisory Services
Ohio
$2.75M +$14.2K +257 +0.5%
EWM
349
Executive Wealth Management
Michigan
$2.72M +$416K +7,522 +18%
AWA
350
Acorn Wealth Advisors
Michigan
$2.72M +$1.16M +20,898 +74%
12 13
14
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