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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 %
FWM
451
Focused Wealth Management
New York
$1.03M +$901K +16,500 +695%
NLP
452
Next Level Private
New York
$1.01M -$25.2K -461 -2%
CIA
453
Caerus Investment Advisors
Texas
$1.01M +$1.01M +18,533 New
PWM
454
Purus Wealth Management
California
$992K +$992K +18,171 New
H
455
HoyleCohen
California
$977K +$740K +13,560 +312%
AWM
456
Accel Wealth Management
Iowa
$964K -$655 -12 -0.1%
PCM
457
Parsons Capital Management
Rhode Island
$953K +$154K +2,819 +19%
SG Americas Securities
458
SG Americas Securities
New York
$904K +$697K +12,769 +337%
WAM
459
Worth Asset Management
Texas
$903K +$726K +13,305 +410%
IWM
460
IHT Wealth Management
Illinois
$899K +$416K +7,627 +86%
MA
461
Modus Advisors
Minnesota
$886K +$14.9K +272 +2%
RWA
462
Rainsberger Wealth Advisors
Colorado
$880K +$302K +5,537 +52%
TGAM
463
TBH Global Asset Management
Tennessee
$872K +$872K +15,962 New
HTC
464
Haverford Trust Company
Pennsylvania
$871K +$117K +2,139 +15%
OCG
465
Opus Capital Group
Ohio
$856K +$856K +15,669 New
IFPG
466
Intrepid Financial Planning Group
Indiana
$831K +$408K +7,481 +97%
RSWM
467
Robertson Stephens Wealth Management
California
$821K -$26K -476 -3%
AWM
468
AllSquare Wealth Management
New York
$814K +$276K +5,060 +51%
TP
469
Tranquility Partners
Tennessee
$809K +$134K +2,449 +20%
NEWAS
470
N.E.W. Advisory Services
Wisconsin
$809K +$546K +10,000 +208%
CAGAS
471
Capital Advisory Group Advisory Services
Minnesota
$808K +$808K +14,798 New
EL
472
EMFO LLC
Florida
$792K – – –
Cerity Partners
473
Cerity Partners
New York
$787K +$370K +6,776 +89%
AWM
474
Aprio Wealth Management
Georgia
$778K +$153K +2,807 +25%
ECA
475
Elevated Capital Advisors
Utah
$775K +$775K +14,186 New
17 18
19
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