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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 %
ACS
376
Archford Capital Strategies
Illinois
$2.3M +$62.1K +1,111 +3%
CCIA
377
Cherry Creek Investment Advisors
Colorado
$2.3M +$30.5K +552 +1%
FFWA
378
FRG Family Wealth Advisors
Washington
$2.3M +$262K +4,744 +13%
LWM
379
Lionsbridge Wealth Management
Florida
$2.3M -$119K -2,148 -5%
M1FG
380
Mach-1 Financial Group
Arkansas
$2.28M +$1.09M +19,778 +92%
AWE
381
Avidian Wealth Enterprises
Texas
$2.28M -$23.6M -426,244 -91%
WEPOG
382
Wealth Enhancement & Preservation of GA
Georgia
$2.28M +$52.4K +947 +2%
GFG
383
Goldstone Financial Group
Illinois
$2.26M +$748K +13,521 +50%
IGWM
384
ICA Group Wealth Management
Colorado
$2.25M +$403K +7,275 +22%
CFGS
385
Concourse Financial Group Securities
Alabama
$2.25M +$203K +3,674 +10%
ICP
386
Interchange Capital Partners
Pennsylvania
$2.23M -$134K -2,421 -6%
HIA
387
Harbor Investment Advisory
Maryland
$2.22M +$49.6K +897 +2%
SMC
388
Smith, Moore & Co
Missouri
$2.22M +$2.66K +48 +0.1%
BWP
389
Balboa Wealth Partners
Arizona
$2.21M +$102K +1,840 +5%
MCA
390
MSH Capital Advisors
Arizona
$2.19M +$90.1K +1,628 +4%
SEA
391
Stegent Equity Advisors
Texas
$2.17M -$31.6K -571 -1%
HC
392
Hourglass Capital
Texas
$2.17M – – –
AAS
393
Ameritas Advisory Services
Nebraska
$2.16M -$3.81M -69,827 -64%
BA
394
Bridge Advisory
California
$2.14M +$3.27K +59 +0.2%
APW
395
Aurora Private Wealth
New Jersey
$2.12M +$120K +2,178 +6%
KIA
396
Kraematon Investment Advisors
Massachusetts
$2.12M +$97.8K +1,768 +5%
DA
397
Detalus Advisors
Missouri
$2.11M -$6.03K -109 -0.3%
WIM
398
WealthPlan Investment Management
Nebraska
$2.1M -$684K -12,355 -25%
EA
399
Eudaimonia Advisors
Tennessee
$2.07M -$50.7K -917 -2%
RAM
400
Redmond Asset Management
Virginia
$2.07M +$153K +2,768 +8%
14 15
16
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