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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 %
FWM
351
Fortress Wealth Management
California
$2.72M -$1.96M -35,480 -42%
OWM
352
OneAscent Wealth Management
Alabama
$2.71M -$212K -3,832 -7%
EIA
353
Edgemoor Investment Advisors
Maryland
$2.71M +$52K +939 +2%
MWM
354
Mascoma Wealth Management
New Hampshire
$2.69M -$251K -4,530 -9%
AWM
355
Avaii Wealth Management
Wisconsin
$2.67M -$131K -2,373 -5%
RRA
356
Round Rock Advisors
Connecticut
$2.67M +$325K +5,871 +14%
SFA
357
Source Financial Advisors
New York
$2.66M +$934K +16,872 +54%
BWA
358
Beam Wealth Advisors
Louisiana
$2.64M +$230K +4,163 +10%
MAG
359
Members Advisory Group
New York
$2.59M +$295K +5,331 +13%
PFA
360
Plotkin Financial Advisors
Maryland
$2.57M +$163K +2,942 +7%
CA
361
Continuum Advisory
Idaho
$2.54M +$130K +2,347 +5%
AWS
362
AJ Wealth Strategies
New York
$2.52M -$43.5K -787 -2%
LTL
363
Lowery Thomas LLC
California
$2.5M +$377K +6,806 +18%
CA
364
Claro Advisors
Massachusetts
$2.46M +$48.4K +874 +2%
CWP
365
Concord Wealth Partners
Virginia
$2.45M +$2.07M +37,352 +539%
CG
366
Caprock Group
Idaho
$2.44M +$57.9K +1,047 +2%
OHWP
367
Oak Harbor Wealth Partners
North Carolina
$2.42M +$155K +2,805 +7%
E
368
ETFidea
New York
$2.41M +$55.1K +996 +2%
PFG
369
Prosperity Financial Group
California
$2.4M +$58.4K +1,055 +2%
CFA
370
Cahill Financial Advisors
Minnesota
$2.39M +$148K +2,673 +7%
VC
371
Vicus Capital
Pennsylvania
$2.38M +$1.25M +22,669 +111%
LFAS
372
Level Four Advisory Services
Texas
$2.38M +$1.2M +21,662 +102%
CWA
373
Clarity Wealth Advisors
California
$2.36M +$697K +12,590 +42%
Carson Wealth (CWM LLC)
374
Carson Wealth (CWM LLC)
Nebraska
$2.31M +$1.87M +33,818 +428%
MCC
375
Money Concepts Capital
Florida
$2.3M +$1.26M +22,783 +121%
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