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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 %
SWP
501
Stratos Wealth Partners
Ohio
$1.05M +$743K +13,435 +241%
BWM
502
BlackDiamond Wealth Management
New York
$1.05M +$427K +7,646 +69%
LTI
503
Laffer Tengler Investments
Tennessee
$1.05M -$222K -4,004 -17%
SCA
504
Scott Capital Advisors
Oregon
$1.04M +$533K +9,638 +104%
RA
505
Rockingstone Advisors
Massachusetts
$1.03M -$14.6K -263 -1%
OWA
506
Outlook Wealth Advisors
Texas
$1.03M -$18.3K -331 -2%
MPWT
507
MassMutual Private Wealth & Trust
Connecticut
$1.03M -$52.9K -956 -5%
BAG
508
Bridgewealth Advisory Group
California
$1.02M +$426K +7,702 +72%
CWM
509
C2C Wealth Management
Arizona
$1M +$1M +18,115 New
CGA
510
Crescent Grove Advisors
Illinois
$998K +$998K +18,037 New
AWA
511
Arkadios Wealth Advisors
Georgia
$997K +$402K +7,274 +68%
Lido Advisors
512
Lido Advisors
California
$995K -$147K -2,655 -13%
FIA
513
Foundations Investment Advisors
Arizona
$988K +$631K +11,400 +176%
IAA
514
Independent Advisor Alliance
North Carolina
$986K +$986K +17,812 New
RWA
515
Rainsberger Wealth Advisors
Colorado
$983K +$91.2K +1,648 +10%
WSTAM
516
Wilbanks Smith & Thomas Asset Management
Virginia
$983K +$983K +17,773 New
KFS
517
Kelly Financial Services
Massachusetts
$982K +$943K +17,038 +2,427%
SS
518
Sunbelt Securities
Texas
$981K +$283K +5,115 +41%
AFG
519
Atomi Financial Group
New York
$968K +$968K +17,500 New
TSS
520
Two Sigma Securities
New York
$968K +$968K +17,491 New
HTC
521
Haverford Trust Company
Pennsylvania
$963K +$80.2K +1,450 +9%
AWM
522
Accel Wealth Management
Iowa
$953K -$23.5K -424 -2%
MCIA
523
Mountain Capital Investment Advisors
Colorado
$940K +$576K +10,306 +158%
ST
524
Somerset Trust
Pennsylvania
$939K +$211K +3,811 +29%
KWA
525
Kingswood Wealth Advisors
California
$935K +$935K +16,907 New
19 20
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