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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 %
LI
376
LVZ Inc
Michigan
$1.66M +$324K +5,937 +24%
Simplex Trading
377
Simplex Trading
Illinois
$1.66M +$1.66M +30,406 New
ECM
378
Evergreen Capital Management
Washington
$1.66M +$43.9K +804 +3%
RWPA
379
Richard W. Paul & Associates
Michigan
$1.65M +$623K +11,419 +61%
CWA
380
Clarity Wealth Advisors
California
$1.65M +$765K +14,014 +87%
Bank of New York Mellon
381
Bank of New York Mellon
New York
$1.63M +$13K +238 +0.8%
SIAP
382
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.63M +$207K +3,783 +14%
GCM
383
Gables Capital Management
Florida
$1.63M +$83.8K +1,535 +5%
HI
384
Harbour Investments
Wisconsin
$1.61M +$1.03M +18,887 +178%
SEIA
385
Signature Estate & Investment Advisors
California
$1.6M +$675K +12,366 +73%
SSWM
386
Sheets Smith Wealth Management
North Carolina
$1.6M +$1.25M +22,855 +357%
ATPW
387
Ashton Thomas Private Wealth
Arizona
$1.6M +$305K +5,593 +24%
ACP
388
Arcus Capital Partners
Georgia
$1.59M +$4.53K +83 +0.3%
DADC
389
D.A. Davidson & Co
Montana
$1.59M +$536K +9,811 +51%
RFA
390
Register Financial Advisors
Georgia
$1.59M +$460K +8,432 +41%
Marshall Wace
391
Marshall Wace
United Kingdom
$1.56M +$1.17M +21,437 +302%
CFG
392
Citizens Financial Group
Rhode Island
$1.55M +$337K +6,180 +28%
WE
393
Wealth Effects
Massachusetts
$1.54M +$514K +9,418 +50%
CW
394
CIC Wealth
Maryland
$1.54M +$131K +2,405 +9%
AWA
395
Acorn Wealth Advisors
Michigan
$1.54M +$261K +4,786 +20%
SWM
396
Silverlake Wealth Management
Vermont
$1.53M +$205K +3,749 +15%
FFP
397
FourThought Financial Partners
Florida
$1.52M +$196K +3,585 +15%
GFG
398
Goldstone Financial Group
Illinois
$1.49M +$1.49M +27,287 New
RFC
399
Regions Financial Corp
Alabama
$1.49M -$829K -15,177 -36%
MHS
400
M Holdings Securities
Oregon
$1.46M -$806K -14,769 -36%
14 15
16
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