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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 %
WIM
326
WealthPlan Investment Management
Nebraska
$3.45M +$1.42M +26,527 +70%
JFG
327
Jefferies Financial Group
New York
$3.45M +$216K +4,037 +7%
KIG
328
Kennedy Investment Group
New Jersey
$3.43M +$361K +6,749 +12%
VAS
329
Vestmark Advisory Solutions
Massachusetts
$3.41M -$2.64M -49,381 -44%
SWM
330
Silverlake Wealth Management
Vermont
$3.4M +$185K +3,448 +6%
MFS
331
Madrona Financial Services
Washington
$3.4M +$2.59M +48,286 +319%
HWM
332
HB Wealth Management
Georgia
$3.37M -$20.3K -379 -0.6%
LAM
333
Lifestyle Asset Management
Texas
$3.36M +$336K +6,271 +11%
CW
334
Channel Wealth
California
$3.34M +$75.7K +1,414 +2%
SWP
335
Semus Wealth Partners
Florida
$3.28M +$307K +5,739 +10%
BWM
336
BCGM Wealth Management
Indiana
$3.28M -$373K -6,969 -10%
FFWA
337
FRG Family Wealth Advisors
Washington
$3.22M +$990K +18,493 +45%
PAG
338
Paladin Advisory Group
Iowa
$3.21M +$42.3K +789 +1%
WAM
339
Weinberger Asset Management
California
$3.19M +$68.1K +1,272 +2%
SFG
340
SevenBridge Financial Group
Pennsylvania
$3.18M +$429K +8,009 +16%
AFP
341
Alpha Financial Partners
Kentucky
$3.18M +$23.9K +446 +0.8%
WFAG
342
Worth Financial Advisory Group
North Carolina
$3.18M +$196K +3,653 +7%
HI
343
Harbour Investments
Wisconsin
$3.18M +$345K +6,433 +12%
WAOI
344
Wealth Advisors of Iowa
Iowa
$3.17M +$2.43M +45,284 +324%
TCM
345
Triumph Capital Management
Colorado
$3.11M +$142K +2,643 +5%
EWM
346
Executive Wealth Management
Michigan
$3.1M +$471K +8,795 +18%
TW
347
TrinityPoint Wealth
Connecticut
$3.07M +$207K +3,872 +7%
EIA
348
Edgemoor Investment Advisors
Maryland
$3.07M +$453K +8,467 +17%
HH
349
Hilltop Holdings
Texas
$3.03M -$9.69K -181 -0.3%
SAS
350
Stelac Advisory Services
New York
$3.02M +$3.02M +56,361 New
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