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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.

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

Top Sellers

1
PG
Prostatis Group
Maryland
$2.14M
2
MW
Marks Wealth
Maryland
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.15B
4
CIA
Compass Ion Advisors
Pennsylvania
$1.53M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
476
Concord Wealth Partners
Virginia
$1.5M -$877K -16,372 -37%
CA
477
Crewe Advisors
Utah
$1.49M +$406K +7,576 +38%
GGS
478
Galvin Gaustad & Stein
Arizona
$1.48M -$26.9K -502 -2%
AFP
479
Ausdal Financial Partners
Iowa
$1.48M -$17.5K -326 -1%
LA
480
LexAurum Advisors
Kansas
$1.47M +$1.47M +27,483 New
CAGAS
481
Capital Advisory Group Advisory Services
Minnesota
$1.44M +$243K +4,540 +20%
AR
482
Apeiron RIA
Texas
$1.42M – – –
SCA
483
Scott Capital Advisors
Oregon
$1.41M +$393K +7,285 +39%
CCA
484
Column Capital Advisors
Indiana
$1.39M – – –
CGA
485
Crescent Grove Advisors
Illinois
$1.35M +$386K +7,206 +40%
SS
486
Sunbelt Securities
Texas
$1.35M +$402K +7,502 +42%
CWM
487
Chronos Wealth Management
Florida
$1.35M +$29.5K +550 +2%
RWS
488
Resolute Wealth Strategies
Mississippi
$1.35M +$66.7K +1,246 +5%
FMTCOCP
489
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.34M +$1.07M +20,065 +401%
IAA
490
Independent Advisor Alliance
North Carolina
$1.34M +$387K +7,234 +41%
IFWM
491
Institute for Wealth Management
Colorado
$1.33M +$34.9K +651 +3%
WDG
492
Wealth Dimensions Group
Ohio
$1.32M +$31K +579 +2%
SIS
493
Sound Income Strategies
Florida
$1.32M +$45.5K +850 +4%
WAAG
494
Wealth Alliance Advisory Group
Kansas
$1.31M +$1.31M +24,519 New
BAG
495
Bridgewealth Advisory Group
California
$1.31M +$319K +5,950 +32%
RSWM
496
Robertson Stephens Wealth Management
California
$1.3M +$187K +3,497 +17%
GSEP
497
Golden State Equity Partners
California
$1.3M +$159K +2,963 +14%
CWM
498
C2C Wealth Management
Arizona
$1.29M +$334K +6,330 +35%
S
499
SignatureFD
Georgia
$1.29M +$424K +7,916 +49%
SFB
500
STAR Financial Bank
Indiana
$1.28M +$1.88K +35 +0.1%
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