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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
1
JPMorgan Chase & Co
New York
$1.45B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.38B
3
Bank of America
3
Bank of America
North Carolina
$1.26B
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$181M
5
Wells Fargo
5
Wells Fargo
California
$570M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.04M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$23M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$15.8M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$2.1M
5
BPWM
5
Badgley Phelps Wealth Managers
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LGA
26
Lebenthal Global Advisors
New York
$49.7M +$7.7M +140,993 +18%
MAWA
27
Moss Adams Wealth Advisors
Washington
$47.9M +$47.9M +877,222 New
GI
28
Gradient Investments
Minnesota
$44M +$181K +3,313 +0.4%
RIG
29
RiverFront Investment Group
Virginia
$43.8M -$658K -12,055 -1%
CA
30
Clearstead Advisors
Ohio
$43.1M +$7.18M +131,488 +20%
CT
31
Cambridge Trust
Massachusetts
$42.3M +$3.17M +58,101 +8%
NA
32
Nottingham Advisors
New York
$42.1M +$6.55M +119,978 +18%
LPL Financial
33
LPL Financial
California
$38.9M +$18.5M +338,248 +90%
Stifel Financial
34
Stifel Financial
Missouri
$38M +$15M +274,931 +65%
CA
35
Cetera Advisors
Colorado
$37.6M -$1.55M -28,333 -4%
LJCM
36
Lee Johnson Capital Management
Texas
$36.4M +$20.9M +382,333 +135%
AUB
37
Atlantic Union Bankshares
Virginia
$36.3M +$2.01M +36,798 +6%
ACA
38
Aptus Capital Advisors
Alabama
$35.3M +$17.1M +312,560 +93%
AF
39
Allworth Financial
California
$34.9M +$2.88M +52,823 +9%
AWM
40
AE Wealth Management
Kansas
$33M +$21.4M +391,984 +185%
PCFFS
41
Pacific Center for Financial Services
California
$32.8M +$32.8M +600,275 New
KAS
42
Kestra Advisory Services
Texas
$32.5M +$279K +5,116 +0.9%
SAS
43
Sage Advisory Services
Texas
$32.3M +$9.68M +177,200 +43%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$32.2M +$7.27M +133,107 +29%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$31.5M +$6.53M +119,565 +26%
MFG
46
Magnus Financial Group
New York
$31.5M +$26.2M +480,314 +502%
BCM
47
Brookstone Capital Management
Illinois
$30.6M +$2.49M +45,331 +9%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$29.7M +$7.88M +144,412 +36%
AWS
49
Atria Wealth Solutions
New York
$29.5M +$7.38M +135,079 +33%
PA
50
Pinnacle Associates
New York
$28.9M -$515K -9,435 -2%
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