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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 %
DF
426
Dunhill Financial
United Kingdom
$1.76M +$1.76M +32,145 New
TCA
427
Transcend Capital Advisors
New Jersey
$1.75M -$21.8K -394 -1%
LB
428
Legacy Bridge
Iowa
$1.73M – – –
AF
429
Apexium Financial
Texas
$1.72M +$17.8K +321 +1%
ECM
430
Evergreen Capital Management
Washington
$1.72M +$38.4K +694 +2%
CFG
431
Citizens Financial Group
Rhode Island
$1.7M +$134K +2,418 +9%
GCM
432
Gables Capital Management
Florida
$1.7M +$53.4K +965 +3%
PCA
433
Pallas Capital Advisors
Massachusetts
$1.69M +$1.41M +25,542 +515%
LI
434
LVZ Inc
Michigan
$1.68M -$1.38K -25 -0.1%
KA
435
Kovack Advisors
Florida
$1.68M +$206K +3,731 +14%
TGAM
436
TBH Global Asset Management
Tennessee
$1.68M +$798K +14,425 +90%
FAM
437
Family Asset Management
South Carolina
$1.68M -$30K -542 -2%
RWPA
438
Richard W. Paul & Associates
Michigan
$1.68M +$9.02K +163 +0.5%
EFMC
439
Empire Financial Management Company
New York
$1.65M +$1.16M +21,037 +239%
NCG
440
Newport Capital Group
New Jersey
$1.64M +$1.64M +29,716 New
ACP
441
Arcus Capital Partners
Georgia
$1.62M +$4.04K +73 +0.3%
AF
442
Advisornet Financial
Minnesota
$1.61M +$312K +5,636 +24%
RFC
443
Regions Financial Corp
Alabama
$1.61M +$99.3K +1,794 +7%
CIAS
444
Capital Investment Advisory Services
North Carolina
$1.58M +$1.38M +24,944 +694%
FFP
445
FourThought Financial Partners
Florida
$1.57M +$22.1K +400 +1%
GGS
446
Galvin Gaustad & Stein
Arizona
$1.56M +$160K +2,896 +11%
GCP
447
Gill Capital Partners
Colorado
$1.55M +$1.55M +27,971 New
AFP
448
Ausdal Financial Partners
Iowa
$1.55M +$1.23M +22,143 +380%
HA
449
Herold Advisors
New York
$1.54M +$150K +2,717 +11%
CAG
450
Csenge Advisory Group
Florida
$1.54M +$1.08M +19,491 +234%
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