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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 %
KA
401
Kovack Advisors
Florida
$1.46M +$951K +17,415 +188%
HH
402
Hilltop Holdings
Texas
$1.45M +$1.45M +26,633 New
AR
403
Apeiron RIA
Texas
$1.44M +$314K +5,750 +28%
VWM
404
Vigilare Wealth Management
Arizona
$1.44M +$206K +3,771 +17%
CCA
405
Column Capital Advisors
Indiana
$1.42M +$355K +6,500 +33%
WOSD
406
WFA of San Diego
California
$1.4M -$59.5K -1,089 -4%
GGS
407
Galvin Gaustad & Stein
Arizona
$1.38M +$423K +7,750 +44%
HA
408
Herold Advisors
New York
$1.37M +$84K +1,539 +7%
PAG
409
Private Advisor Group
New Jersey
$1.36M +$589K +10,786 +76%
SIG
410
Spinnaker Investment Group
California
$1.36M +$234K +4,281 +21%
FCA
411
FinTrust Capital Advisors
South Carolina
$1.35M – – –
SW
412
SteelPeak Wealth
California
$1.33M -$33.5K -614 -2%
NCM
413
Novare Capital Management
North Carolina
$1.33M +$25.7K +470 +2%
BSSFA
414
Baron Silver Stevens Financial Advisors
Florida
$1.31M +$104K +1,900 +9%
WDG
415
Wealth Dimensions Group
Ohio
$1.3M +$41.9K +768 +3%
RWS
416
Resolute Wealth Strategies
Mississippi
$1.29M +$1.29M +23,705 New
AF
417
Advisornet Financial
Minnesota
$1.28M +$292K +5,348 +30%
IFWM
418
Institute for Wealth Management
Colorado
$1.27M +$888K +16,267 +231%
LFGH
419
Lee Financial Group Hawaii
Hawaii
$1.27M +$183K +3,356 +17%
EH
420
Equitable Holdings
New York
$1.26M +$77K +1,410 +6%
EM
421
ELCO Management
New York
$1.25M +$49.1K +900 +4%
LTI
422
Laffer Tengler Investments
Tennessee
$1.25M -$125K -2,298 -9%
TCM
423
Triumph Capital Management
Colorado
$1.24M +$1.24M +22,749 New
QA
424
Quantitative Advantage
Minnesota
$1.23M +$370K +6,784 +43%
SFB
425
STAR Financial Bank
Indiana
$1.22M +$261K +4,785 +27%
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