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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.

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
1
Morgan Stanley
New York
$1.61B
2
Bank of America
2
Bank of America
North Carolina
$1.44B
3
MW
3
Marks Wealth
Maryland
$86.4M
4
RIG
4
RiverFront Investment Group
Virginia
$123M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$340M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.24B
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$0
3
AWE
3
Avidian Wealth Enterprises
Texas
$2.28M
4
SPC
4
Sigma Planning Corp
Michigan
$12.7M
5
AWA
5
Arete Wealth Advisors
Illinois
$9.1M
Name Market Value Shares Shares
Change 		Shares
Change %
FWP
26
FAS Wealth Partners
Kansas
$64M 1,156,571 +82,376 +8%
HighTower Advisors
27
HighTower Advisors
Illinois
$63.6M 1,148,837 +187,564 +20%
Truist Financial
28
Truist Financial
North Carolina
$61.7M 1,114,397 +133,982 +14%
RA
29
Rational Advisors
New York
$56.4M 1,020,133 -12,081 -1%
AWM
30
AE Wealth Management
Kansas
$54.8M 989,567 +385,749 +64%
CA
31
Clearstead Advisors
Ohio
$52.4M 946,177 +157,572 +20%
MAWA
32
Moss Adams Wealth Advisors
Washington
$50.6M 914,082 +36,860 +4%
LGA
33
Lebenthal Global Advisors
New York
$49.5M 895,278 -15,502 -2%
LPL Financial
34
LPL Financial
California
$48.9M 884,513 +171,287 +24%
LJCM
35
Lee Johnson Capital Management
Texas
$48.2M 871,837 +206,019 +31%
CIA
36
Compass Ion Advisors
Pennsylvania
$45.9M 828,915 -85,935 -9%
NYLIM
37
New York Life Investment Management
New York
$45.7M 826,750 +826,750 New
CT
38
Cambridge Trust
Massachusetts
$43.5M 786,679 +12,309 +2%
EG
39
Enstar Group
Bermuda
$43.1M 778,348 +778,348 New
NA
40
Nottingham Advisors
New York
$42.9M 774,815 +4,295 +0.6%
AP
41
Americana Partners
Texas
$42M 758,246 +558,508 +280%
CA
42
Cetera Advisors
Colorado
$41.7M 753,974 +64,690 +9%
PCIA
43
Prime Capital Investment Advisors
Kansas
$39.6M 715,912 +426,952 +148%
AUB
44
Atlantic Union Bankshares
Virginia
$39.6M 715,471 +50,713 +8%
AF
45
Allworth Financial
California
$38.8M 700,379 +61,585 +10%
ACA
46
Aptus Capital Advisors
Alabama
$37.5M 677,698 +30,605 +5%
AWS
47
Atria Wealth Solutions
New York
$36.4M 657,561 +117,301 +22%
OC
48
Oakworth Capital
Alabama
$35.2M 636,968 +636,968 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$35.2M 636,432 +92,502 +17%
BCM
50
Brookstone Capital Management
Illinois
$34.1M 625,043 +68,573 +12%
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