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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 %
ACA
426
Atlas Capital Advisors
Wyoming
$1.19M -$526K -9,631 -31%
BA
427
Bellwether Advisors
Nebraska
$1.19M +$310K +5,676 +35%
SFG
428
SevenBridge Financial Group
Pennsylvania
$1.18M +$312K +5,715 +36%
PSCM
429
Per Stirling Capital Management
Texas
$1.18M -$7.17M -131,383 -86%
M1FG
430
Mach-1 Financial Group
Arkansas
$1.17M +$193K +3,537 +20%
GVAG
431
Great Valley Advisor Group
Delaware
$1.17M +$547K +10,026 +87%
LFAS
432
Level Four Advisory Services
Texas
$1.16M +$194K +3,561 +20%
UCFA
433
United Capital Financial Advisors
Texas
$1.16M -$2.47M -45,149 -68%
PWM
434
Prosperity Wealth Management
California
$1.14M -$155K -2,837 -12%
OPWM
435
Oxinas Partners Wealth Management
Indiana
$1.14M +$1.14M +20,827 New
HFS
436
Howard Financial Services
Texas
$1.13M -$80.9K -1,482 -7%
ACM
437
Ategra Capital Management
Virginia
$1.13M +$91.2K +1,671 +9%
Lido Advisors
438
Lido Advisors
California
$1.13M +$778K +14,257 +223%
FPB
439
First PREMIER Bank
South Dakota
$1.12M -$5.46K -100 -0.5%
PWP
440
Private Wealth Partners
California
$1.11M -$5.46K -100 -0.5%
NFG
441
Nations Financial Group
Iowa
$1.11M +$469K +8,594 +73%
VC
442
Vicus Capital
Pennsylvania
$1.11M -$157K -2,878 -12%
AA
443
Ancora Advisors
Ohio
$1.11M -$1.17M -21,502 -51%
SOS
444
Silver Oak Securities
Tennessee
$1.11M +$404K +7,398 +58%
PG
445
Prostatis Group
Maryland
$1.09M +$39K +715 +4%
ACI
446
Alpha Cubed Investments
California
$1.08M +$235K +4,299 +28%
MPWT
447
MassMutual Private Wealth & Trust
Connecticut
$1.07M -$26.3K -481 -2%
FWA
448
Freedom Wealth Alliance
Wisconsin
$1.06M +$345K +6,310 +48%
OWA
449
Outlook Wealth Advisors
Texas
$1.03M -$38.6K -707 -4%
RA
450
Rockingstone Advisors
Massachusetts
$1.03M +$130K +2,377 +14%
16 17
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