JEPI icon

JPMorgan Equity Premium Income ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
TP
426
Tranquility Partners
Tennessee
$674K -$78.5K -1,441 -10%
LAM
427
LifePro Asset Management
California
$661K +$192K +3,531 +41%
IA
428
IAM Advisory
Pennsylvania
$642K -$269K -4,945 -30%
NFG
429
Nations Financial Group
Iowa
$641K +$47K +863 +8%
PAG
430
Private Advisor Group
New Jersey
$637K +$458K +10,150 +256%
SWIM
431
Smallwood Wealth Investment Management
New Jersey
$631K +$15.4K +282 +2%
GVAG
432
Great Valley Advisor Group
Delaware
$625K +$625K +11,469 New
SS
433
Simplicity Solutions
Minnesota
$624K +$28.7K +527 +5%
PFP
434
Paragon Financial Partners
California
$624K -$8.77K -161 -1%
AWM
435
Aprio Wealth Management
Georgia
$623K +$47.2K +867 +8%
PIA
436
Panoramic Investment Advisors
Colorado
$620K +$620K +11,375 New
VCM
437
Virtue Capital Management
Tennessee
$615K -$6.32K -116 -1%
CMS
438
Capital Market Strategies
Florida
$605K +$38.8K +712 +7%
APS
439
American Planning Services
Florida
$581K +$581K +10,664 +152,343%
HI
440
Harbour Investments
Wisconsin
$579K +$107K +1,958 +23%
RWA
441
Rainsberger Wealth Advisors
Colorado
$577K -$98.3K -1,804 -15%
TC
442
Trust Company
Kansas
$569K +$2.62K +48 +0.5%
MW
443
Marcum Wealth
Ohio
$568K -$34.3K -629 -6%
CPW
444
Crestmont Private Wealth
Texas
$567K
IAP
445
Indie Asset Partners
Indiana
$563K +$30K +550 +6%
ST
446
Somerset Trust
Pennsylvania
$560K +$224K +4,101 +66%
BWM
447
Baystate Wealth Management
Massachusetts
$551K -$164K -3,013 -23%
SFA
448
Souders Financial Advisors
Ohio
$550K +$78K +1,432 +17%
State Farm Mutual Automobile Insurance
449
State Farm Mutual Automobile Insurance
Illinois
$545K
BL
450
Balentine LLC
Georgia
$545K +$545K +10,000 New