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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 %
FPB
376
First PREMIER Bank
South Dakota
$1.12M – – –
PWP
377
Private Wealth Partners
California
$1.12M +$1.12M +20,500 New
Millennium Management
378
Millennium Management
New York
$1.12M +$1.12M +20,469 New
MPWT
379
MassMutual Private Wealth & Trust
Connecticut
$1.09M -$449K -8,238 -29%
LFGH
380
Lee Financial Group Hawaii
Hawaii
$1.08M +$25.6K +469 +2%
TI
381
Truepoint Inc
Ohio
$1.07M +$22.8K +418 +2%
OWA
382
Outlook Wealth Advisors
Texas
$1.07M -$144K -2,648 -12%
CCA
383
Column Capital Advisors
Indiana
$1.06M +$1.06M +19,500 New
RRA
384
Round Rock Advisors
Connecticut
$1.06M +$124K +2,274 +13%
DADC
385
D.A. Davidson & Co
Montana
$1.05M +$1.05M +19,332 New
NLP
386
Next Level Private
New York
$1.05M +$1.05M +19,033 New
PG
387
Prostatis Group
Maryland
$1.05M +$174K +3,200 +20%
ACM
388
Ategra Capital Management
Virginia
$1.04M +$267K +4,895 +35%
HAIM
389
Hunter Associates Investment Management
Pennsylvania
$1.03M +$442K +8,134 +75%
WE
390
Wealth Effects
Massachusetts
$1.03M +$290K +5,327 +40%
RWPA
391
Richard W. Paul & Associates
Michigan
$1.02M +$1.02M +18,723 New
PA
392
Parallel Advisors
California
$1.01M +$443K +8,125 +78%
AF
393
Advisornet Financial
Minnesota
$987K +$272K +4,984 +38%
M1FG
394
Mach-1 Financial Group
Arkansas
$978K +$962K +17,660 +6,007%
LFAS
395
Level Four Advisory Services
Texas
$968K -$490K -8,993 -34%
AWM
396
Accel Wealth Management
Iowa
$962K -$99.3K -1,823 -9%
GGS
397
Galvin Gaustad & Stein
Arizona
$954K +$667K +12,234 +232%
SFB
398
STAR Financial Bank
Indiana
$953K +$953K +17,486 New
AGP
399
Autumn Glory Partners
Texas
$942K +$482K +8,849 +105%
SEIA
400
Signature Estate & Investment Advisors
California
$923K +$426K +7,818 +86%
14 15
16
17 18