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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 %
Qube Research & Technologies (QRT)
351
Qube Research & Technologies (QRT)
United Kingdom
$1.35M -$2.28M -41,847 -63%
FCA
352
FinTrust Capital Advisors
South Carolina
$1.35M +$32.7K +601 +2%
LI
353
LVZ Inc
Michigan
$1.33M +$251K +4,612 +23%
FFP
354
FourThought Financial Partners
Florida
$1.33M +$1.33M +24,328 New
SWM
355
Silverlake Wealth Management
Vermont
$1.32M +$887K +16,269 +203%
NCM
356
Novare Capital Management
North Carolina
$1.3M +$517K +9,495 +66%
PWM
357
Prosperity Wealth Management
California
$1.29M +$1.29M +23,724 New
ATPW
358
Ashton Thomas Private Wealth
Arizona
$1.29M +$457K +8,393 +55%
HA
359
Herold Advisors
New York
$1.29M +$214K +3,930 +20%
AWA
360
Acorn Wealth Advisors
Michigan
$1.28M +$1.28M +23,398 New
VC
361
Vicus Capital
Pennsylvania
$1.26M +$207K +3,804 +20%
WDG
362
Wealth Dimensions Group
Ohio
$1.25M -$24.1K -443 -2%
RIA
363
Regal Investment Advisors
Michigan
$1.25M -$14.4K -264 -1%
VWM
364
Vigilare Wealth Management
Arizona
$1.23M -$121K -2,227 -9%
CFG
365
Citizens Financial Group
Rhode Island
$1.22M +$371K +6,739 +44%
HFS
366
Howard Financial Services
Texas
$1.21M -$369K -6,769 -23%
BSSFA
367
Baron Silver Stevens Financial Advisors
Florida
$1.2M +$296K +5,440 +33%
EM
368
ELCO Management
New York
$1.2M +$21.8K +400 +2%
RAM
369
Redmond Asset Management
Virginia
$1.2M +$38.6K +709 +3%
OPS
370
Orion Portfolio Solutions
Nebraska
$1.19M +$197K +3,623 +20%
EH
371
Equitable Holdings
New York
$1.18M +$372K +6,830 +46%
HG
372
Herbst Group
Connecticut
$1.13M -$223K -4,100 -17%
AR
373
Apeiron RIA
Texas
$1.13M +$223K +4,086 +25%
RFA
374
Register Financial Advisors
Georgia
$1.13M +$1.13M +20,676 New
SIG
375
Spinnaker Investment Group
California
$1.12M +$89.5K +1,642 +9%
13 14
15
16 17