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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 %
TFA
401
Teamwork Financial Advisors
Texas
$913K +$913K +16,749 New
RA
402
Rockingstone Advisors
Massachusetts
$901K +$901K +16,535 New
GFP
403
Guardian Financial Partners
California
$885K +$885K +16,238 New
BA
404
Bellwether Advisors
Nebraska
$878K +$634K +11,635 +259%
CWA
405
Clarity Wealth Advisors
California
$878K +$57.7K +1,059 +7%
MA
406
Modus Advisors
Minnesota
$869K +$104K +1,905 +14%
SFG
407
SevenBridge Financial Group
Pennsylvania
$862K +$862K +15,823 New
QA
408
Quantitative Advantage
Minnesota
$857K +$857K +15,733 New
RSWM
409
Robertson Stephens Wealth Management
California
$854K +$203K +3,682 +31%
ACI
410
Alpha Cubed Investments
California
$841K -$71.4K -1,310 -8%
SWP
411
Strategic Wealth Partners
Ohio
$840K +$840K +15,423 New
William Blair & Company
412
William Blair & Company
Illinois
$826K +$312K +5,729 +61%
PCM
413
Parsons Capital Management
Rhode Island
$797K +$173K +3,181 +28%
EL
414
EMFO LLC
Florida
$790K -$163K -3,000 -17%
JPLA
415
Joseph P. Lucia & Associates
New York
$763K +$763K +14,008 New
HTC
416
Haverford Trust Company
Pennsylvania
$753K -$29.3K -537 -4%
WAM
417
WNY Asset Management
New York
$743K +$743K +13,637 New
AWS
418
AJ Wealth Strategies
New York
$739K +$7.47K +137 +1%
DIA
419
Dana Investment Advisors
Wisconsin
$733K +$519K +9,523 +242%
ACM
420
AlphaStar Capital Management
North Carolina
$722K +$514K +31,665 +247%
AMM
421
American Money Management
California
$720K -$1.53K -28 -0.2%
FWA
422
Freedom Wealth Alliance
Wisconsin
$719K +$719K +13,189 New
EWM
423
EPG Wealth Management
Georgia
$706K +$282K +5,177 +67%
SOS
424
Silver Oak Securities
Tennessee
$699K -$894K -16,407 -56%
CM
425
Columbus Macro
Pennsylvania
$687K +$196K +3,558 +40%
15 16
17
18 19