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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 %
RJT
401
Raymond James Trust
Florida
$2.06M +$83.9K +1,517 +4%
OPWM
402
Oxinas Partners Wealth Management
Indiana
$2.05M +$899K +16,246 +78%
MWM
403
Mission Wealth Management
California
$2.03M -$219K -3,962 -10%
GAM
404
Gotham Asset Management
New York
$2.03M – – –
RFA
405
Register Financial Advisors
Georgia
$2.01M +$398K +7,200 +25%
DADC
406
D.A. Davidson & Co
Montana
$1.97M +$360K +6,503 +22%
CIA
407
Caerus Investment Advisors
Texas
$1.95M +$929K +16,798 +91%
CCMW
408
Cypress Capital Management (Wyoming)
Wyoming
$1.91M -$258K -4,660 -12%
PWM
409
Prosperity Wealth Management
California
$1.91M +$751K +13,578 +65%
CWM
410
Congress Wealth Management
Massachusetts
$1.9M -$1.11M -20,043 -37%
SA
411
Stewardship Advisors
Pennsylvania
$1.89M -$43.4K -784 -2%
ATPW
412
Ashton Thomas Private Wealth
Arizona
$1.88M +$266K +4,811 +16%
NCM
413
Nelson Capital Management
California
$1.86M -$184K -3,324 -9%
WE
414
Wealth Effects
Massachusetts
$1.83M +$273K +4,932 +17%
MP
415
McDonald Partners
Ohio
$1.83M -$13.8K -250 -0.7%
CIG
416
Cascade Investment Group
Colorado
$1.82M +$32.8K +592 +2%
LFGH
417
Lee Financial Group Hawaii
Hawaii
$1.81M +$530K +9,587 +41%
PG
418
Prostatis Group
Maryland
$1.8M +$1.78M +1,709,127 +8,579%
HG
419
Herbst Group
Connecticut
$1.8M +$37.9K +685 +2%
SIAP
420
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.8M +$140K +2,522 +8%
CRWM
421
Castle Rock Wealth Management
California
$1.78M -$37.6K -684 -2%
CJFS
422
Coulter & Justus Financial Services
Tennessee
$1.77M -$180K -3,246 -9%
EH
423
Equitable Holdings
New York
$1.77M +$493K +8,910 +39%
BSSFA
424
Baron Silver Stevens Financial Advisors
Florida
$1.76M +$437K +7,907 +33%
SSWM
425
Sheets Smith Wealth Management
North Carolina
$1.76M +$139K +2,514 +9%
15 16
17
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