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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 %
NCM
351
Nelson Capital Management
California
$2.02M -$30.6K -561 -1%
CFGS
352
Concourse Financial Group Securities
Alabama
$2.02M +$494K +9,054 +32%
GFP
353
Guardian Financial Partners
California
$2.02M +$1.13M +20,720 +128%
FFWA
354
FRG Family Wealth Advisors
Washington
$2.01M +$577K +10,562 +40%
GAM
355
Gotham Asset Management
New York
$2.01M +$2.01M +36,726 New
KIA
356
Kraematon Investment Advisors
Massachusetts
$1.99M +$368K +6,747 +23%
WAM
357
WNY Asset Management
New York
$1.98M +$1.24M +22,639 +166%
APW
358
Aurora Private Wealth
New Jersey
$1.97M +$328K +6,010 +20%
RJT
359
Raymond James Trust
Florida
$1.95M +$67.2K +1,231 +4%
MCM
360
MAI Capital Management
Ohio
$1.95M -$726K -13,303 -27%
CJFS
361
Coulter & Justus Financial Services
Tennessee
$1.93M +$353K +6,473 +22%
SA
362
Stewardship Advisors
Pennsylvania
$1.91M -$10.3M -188,523 -84%
RAM
363
Redmond Asset Management
Virginia
$1.9M +$698K +12,781 +58%
IGWM
364
ICA Group Wealth Management
Colorado
$1.83M +$130K +2,378 +8%
MP
365
McDonald Partners
Ohio
$1.82M +$281K +5,150 +18%
CRWM
366
Castle Rock Wealth Management
California
$1.81M -$1.06M -19,444 -37%
JSL
367
JT Stratford LLC
Georgia
$1.77M +$181K +3,311 +11%
CIG
368
Cascade Investment Group
Colorado
$1.76M +$1.76M +32,262 New
TCA
369
Transcend Capital Advisors
New Jersey
$1.75M +$1.52M +27,856 +659%
HG
370
Herbst Group
Connecticut
$1.74M +$609K +11,157 +54%
LB
371
Legacy Bridge
Iowa
$1.71M – – –
SFA
372
Source Financial Advisors
New York
$1.7M -$262K -4,797 -13%
FAM
373
Family Asset Management
South Carolina
$1.69M +$110K +2,012 +7%
AF
374
Apexium Financial
Texas
$1.68M +$209K +3,829 +14%
William Blair & Company
375
William Blair & Company
Illinois
$1.67M +$847K +15,504 +102%
13 14
15
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