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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 %
EM
476
ELCO Management
New York
$1.27M – – –
H
477
HoyleCohen
California
$1.26M +$267K +4,826 +27%
NCM
478
Novare Capital Management
North Carolina
$1.25M -$99.6K -1,800 -7%
CAGAS
479
Capital Advisory Group Advisory Services
Minnesota
$1.23M +$415K +7,507 +51%
PFA
480
Peak Financial Advisors
Colorado
$1.21M -$3.7M -66,877 -75%
BA
481
Bellwether Advisors
Nebraska
$1.21M – – –
EWM
482
EPG Wealth Management
Georgia
$1.19M +$470K +8,486 +65%
AA
483
Ancora Advisors
Ohio
$1.18M +$61.4K +1,110 +5%
IWM
484
IHT Wealth Management
Illinois
$1.18M +$269K +4,855 +29%
GSEP
485
Golden State Equity Partners
California
$1.18M +$439K +7,927 +59%
HFS
486
Howard Financial Services
Texas
$1.18M +$28.3K +511 +2%
SG Americas Securities
487
SG Americas Securities
New York
$1.16M +$244K +4,412 +27%
FWA
488
Freedom Wealth Alliance
Wisconsin
$1.16M +$81.6K +1,479 +8%
RSWM
489
Robertson Stephens Wealth Management
California
$1.15M +$316K +5,710 +38%
SIG
490
Spinnaker Investment Group
California
$1.14M -$240K -4,335 -17%
PCM
491
Parsons Capital Management
Rhode Island
$1.12M +$156K +2,828 +16%
PI
492
PFG Investments
New York
$1.12M +$413K +7,469 +58%
CA
493
Crewe Advisors
Utah
$1.12M +$615K +11,110 +123%
VWM
494
Vigilare Wealth Management
Arizona
$1.1M -$355K -6,422 -24%
WOSD
495
WFA of San Diego
California
$1.1M -$319K -5,767 -23%
CBT
496
CoreFirst Bank & Trust
Kansas
$1.09M +$337K +6,086 +44%
CB
497
Cadence Bank
Mississippi
$1.09M +$332K +6,000 +44%
Northern Trust
498
Northern Trust
Illinois
$1.06M +$648K +11,715 +159%
MA
499
Modus Advisors
Minnesota
$1.06M +$158K +2,849 +18%
TRCT
500
Tower Research Capital (TRC)
New York
$1.05M +$1.05M +19,050 New
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