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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

887 hedge funds and large institutions have $12.9B invested in JPMorgan Equity Premium Income ETF in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 526 increasing their positions, 189 reducing their positions, and 63 closing their positions.

Holders
887
Holders Change
+34
Holders Change %
+3.99%
% of All Funds
14.14%
Holding in Top 10
136
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.16%
% of All Funds
2.17%
New
107
Increased
526
Reduced
189
Closed
63
Calls
$43.6M
Puts
$19.4M
Net Calls
+$24.2M
Net Calls Change
+$23.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.75B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$296M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$411M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$82.3M
5
CA
5
Clearstead Advisors
Ohio
$119M

Top Sellers

1
PG
1
Prostatis Group
Maryland
$2.14M
2
MW
2
Marks Wealth
Maryland
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.15B
4
CIA
4
Compass Ion Advisors
Pennsylvania
$1.53M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$68.5M 1,278,236 +687,563 +116%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$67.8M 1,265,904 +101,689 +9%
GI
28
Gradient Investments
Minnesota
$65.2M 1,216,545 +41,056 +3%
FWP
29
FAS Wealth Partners
Kansas
$63.8M 1,190,327 +33,756 +3%
RA
30
Rational Advisors
New York
$55.7M 1,040,270 +20,137 +2%
Truist Financial
31
Truist Financial
North Carolina
$55.7M 1,039,934 -74,463 -7%
AP
32
Americana Partners
Texas
$55.2M 762,457 +4,211 +0.6%
AWM
33
AE Wealth Management
Kansas
$53.6M 1,001,626 +12,059 +1%
LPL Financial
34
LPL Financial
California
$52M 970,907 +86,394 +10%
MAWA
35
Moss Adams Wealth Advisors
Washington
$50.1M 935,777 +21,695 +2%
CA
36
Cetera Advisors
Colorado
$49.4M 922,490 +168,516 +22%
LGA
37
Lebenthal Global Advisors
New York
$47.6M 888,730 -6,548 -0.7%
CT
38
Cambridge Trust
Massachusetts
$42M 784,641 -2,038 -0.3%
NYLIM
39
New York Life Investment Management
New York
$41.8M 780,542 -46,208 -6%
AF
40
Allworth Financial
California
$39M 729,017 +28,638 +4%
CAI
41
Capital Advisors Inc
Oklahoma
$38.5M 718,146 +106,571 +17%
AUB
42
Atlantic Union Bankshares
Virginia
$38.4M 716,822 +1,351 +0.2%
LJCM
43
Lee Johnson Capital Management
Texas
$37.5M 700,333 -171,504 -20%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$37.2M 695,121 +58,689 +9%
NA
45
Nottingham Advisors
New York
$37.2M 785,982 +11,167 +1%
BCM
46
Brookstone Capital Management
Illinois
$36.7M 690,523 +65,480 +10%
AWS
47
Atria Wealth Solutions
New York
$36.1M 674,483 +16,922 +3%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$34.8M 648,881 +109,408 +20%
CIA
49
Capital Investment Advisors
Georgia
$34.7M 648,606 +52,438 +9%
ACM
50
Alpha Capital Management
Texas
$34.6M 645,106 +645,106 New
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