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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 %
BBL
351
Beck Bode LLC
Massachusetts
$2.99M -$114K -2,134 -4%
SKK
352
Shepherd Kaplan Krochuk
Massachusetts
$2.95M +$2.95M +55,137 New
SCA
353
Snowden Capital Advisors
New York
$2.95M -$26.6K -496 -0.9%
MCM
354
MAI Capital Management
Ohio
$2.93M +$239K +4,467 +9%
Cerity Partners
355
Cerity Partners
New York
$2.91M +$240K +4,483 +9%
BSSFA
356
Baron Silver Stevens Financial Advisors
Florida
$2.91M +$1.2M +22,491 +71%
RRA
357
Round Rock Advisors
Connecticut
$2.89M +$306K +5,710 +12%
ORC
358
O'Rourke & Company
Massachusetts
$2.88M +$77.7K +1,451 +3%
CCFM
359
Clear Creek Financial Management
Washington
$2.87M +$10.2K +190 +0.4%
EE
360
EWG Elevate
California
$2.84M -$49.3K -920 -2%
APW
361
Aurora Private Wealth
New Jersey
$2.84M +$790K +14,746 +38%
OHWP
362
Oak Harbor Wealth Partners
North Carolina
$2.82M +$480K +8,964 +20%
GFG
363
Goldstone Financial Group
Illinois
$2.82M +$636K +11,870 +29%
TH
364
Team Hewins
California
$2.81M +$2.81M +52,400 New
LA
365
Latitude Advisors
Florida
$2.79M +$47.2K +882 +2%
RFWA
366
RPg Family Wealth Advisory
Massachusetts
$2.79M +$109K +2,036 +4%
VCP
367
Verus Capital Partners
Arizona
$2.73M +$4.34K +81 +0.2%
NCG
368
Newport Capital Group
New Jersey
$2.73M +$1.14M +21,218 +71%
LTL
369
Lowery Thomas LLC
California
$2.72M +$302K +5,641 +12%
DF
370
Dunhill Financial
United Kingdom
$2.7M +$973K +18,153 +56%
MAS
371
Meeder Advisory Services
Ohio
$2.68M +$11.6K +217 +0.4%
MFG
372
MidWestOne Financial Group
Iowa
$2.67M -$15.9K -296 -0.6%
IGWM
373
ICA Group Wealth Management
Colorado
$2.64M +$478K +9,034 +22%
BWA
374
Beam Wealth Advisors
Louisiana
$2.63M +$79.2K +1,478 +3%
CA
375
Continuum Advisory
Idaho
$2.58M +$127K +2,366 +5%
13 14
15
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