We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF

857 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, 513 increasing their positions, 146 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 39

251% more repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 146

17% more funds holding in top 10

Funds holding in top 10: 120140 (+20)

16% more capital invested

Capital invested by funds: $10.7B → $12.4B (+$1.73B)

13% more funds holding

Funds holding: 756857 (+101)

5% more call options, than puts

Call options by funds: $21.2M | Put options by funds: $20.2M

1.29% less ownership

Funds ownership: 46.36%45.07% (-1.3%)

Holders
857
Holders Change
+101
Holders Change %
+13.36%
% of All Funds
13.46%
Holding in Top 10
140
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+16.67%
% of All Funds
2.2%
New
144
Increased
513
Reduced
146
Closed
39
Calls
$21.2M
Puts
$20.2M
Net Calls
+$1.04M
Net Calls Change
-$8.94M
Name Holding Trade Value Shares
Change
Change in
Stake
EH
426
Equitable Holdings
New York
$1.77M +$487K +8,910 +39%
BSSFA
427
Baron Silver Stevens Financial Advisors
Florida
$1.76M +$432K +7,907 +33%
SSWM
428
Sheets Smith Wealth Management
North Carolina
$1.76M +$137K +2,514 +9%
DF
429
Dunhill Financial
United Kingdom
$1.76M +$1.76M +32,145 New
TCA
430
Transcend Capital Advisors
New Jersey
$1.75M -$21.5K -394 -1%
LB
431
Legacy Bridge
Iowa
$1.73M
AF
432
Apexium Financial
Texas
$1.72M +$17.5K +321 +1%
ECM
433
Evergreen Capital Management
Washington
$1.72M +$37.9K +694 +2%
CFG
434
Citizens Financial Group
Rhode Island
$1.7M +$132K +2,418 +9%
GCM
435
Gables Capital Management
Florida
$1.7M +$52.7K +965 +3%
PCA
436
Pallas Capital Advisors
Massachusetts
$1.69M +$1.39M +25,542 +515%
LI
437
LVZ Inc
Michigan
$1.68M -$1.36K -25 -0.1%
KA
438
Kovack Advisors
Florida
$1.68M +$204K +3,731 +14%
TGAM
439
TBH Global Asset Management
Tennessee
$1.68M +$788K +14,425 +90%
FAM
440
Family Asset Management
South Carolina
$1.68M -$29.6K -542 -2%
RWPA
441
Richard W. Paul & Associates
Michigan
$1.68M +$8.9K +163 +0.5%
EFMC
442
Empire Financial Management Company
New York
$1.65M +$1.15M +21,037 +239%
NCG
443
Newport Capital Group
New Jersey
$1.64M +$1.62M +29,716 New
ACP
444
Arcus Capital Partners
Georgia
$1.62M +$3.99K +73 +0.3%
AF
445
Advisornet Financial
Minnesota
$1.61M +$308K +5,636 +24%
RFC
446
Regions Financial Corp
Alabama
$1.61M +$98K +1,794 +7%
CIAS
447
Capital Investment Advisory Services
North Carolina
$1.58M +$1.36M +24,944 +694%
FFP
448
FourThought Financial Partners
Florida
$1.57M +$21.8K +400 +1%
GGS
449
Galvin Gaustad & Stein
Arizona
$1.56M +$158K +2,896 +11%
GCP
450
Gill Capital Partners
Colorado
$1.55M +$1.53M +27,971 New