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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 %
NEWAS
451
N.E.W. Advisory Services
Wisconsin
$1.53M +$713K +12,894 +87%
SW
452
SteelPeak Wealth
California
$1.53M +$181K +3,276 +13%
MWA
453
Moser Wealth Advisors
Washington
$1.52M +$1.52M +27,515 New
PWM
454
Purus Wealth Management
California
$1.5M +$493K +8,907 +49%
PWP
455
Private Wealth Partners
California
$1.49M +$364K +6,582 +32%
NFG
456
Nations Financial Group
Iowa
$1.47M +$347K +6,275 +31%
GVAG
457
Great Valley Advisor Group
Delaware
$1.47M +$284K +5,142 +24%
ACM
458
Ategra Capital Management
Virginia
$1.46M +$320K +5,777 +28%
AR
459
Apeiron RIA
Texas
$1.46M – – –
NW
460
NewEdge Wealth
Pennsylvania
$1.44M +$1.09M +19,786 +316%
CCA
461
Column Capital Advisors
Indiana
$1.44M – – –
SEIA
462
Signature Estate & Investment Advisors
California
$1.4M -$223K -4,039 -14%
BMCM
463
Bryn Mawr Capital Management
Pennsylvania
$1.39M +$1.39M +25,043 New
FWM
464
Focused Wealth Management
New York
$1.39M +$341K +6,168 +33%
SOS
465
Silver Oak Securities
Tennessee
$1.38M +$263K +4,752 +23%
FPB
466
First PREMIER Bank
South Dakota
$1.38M +$246K +4,445 +22%
EWMCB
467
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.38M +$1.38M +24,903 New
CWM
468
Chronos Wealth Management
Florida
$1.36M +$1.36M +24,643 New
FCA
469
FinTrust Capital Advisors
South Carolina
$1.35M – – –
IFWM
470
Institute for Wealth Management
Colorado
$1.34M +$49.5K +895 +4%
WDG
471
Wealth Dimensions Group
Ohio
$1.33M +$11.8K +213 +0.9%
NLP
472
Next Level Private
New York
$1.33M +$308K +5,618 +30%
SFB
473
STAR Financial Bank
Indiana
$1.32M +$92.6K +1,673 +8%
RWS
474
Resolute Wealth Strategies
Mississippi
$1.32M +$12.8K +231 +1%
SIS
475
Sound Income Strategies
Florida
$1.31M +$617K +11,146 +89%
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