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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 %
FAM
501
Family Asset Management
South Carolina
$1.25M -$370K -6,913 -23%
Lido Advisors
502
Lido Advisors
California
$1.23M +$272K +5,073 +28%
AWA
503
Arkadios Wealth Advisors
Georgia
$1.23M +$270K +5,034 +28%
HBW
504
Hazlett, Burt & Watson
West Virginia
$1.21M +$874K +16,346 +258%
CB
505
Cadence Bank
Mississippi
$1.2M +$139K +2,600 +13%
SEIA
506
Signature Estate & Investment Advisors
California
$1.19M -$167K -3,118 -12%
EWM
507
EPG Wealth Management
Georgia
$1.19M +$29.8K +556 +3%
AA
508
Ancora Advisors
Ohio
$1.19M +$40.1K +748 +3%
CBT
509
CoreFirst Bank & Trust
Kansas
$1.17M +$115K +2,140 +11%
PI
510
PFG Investments
New York
$1.17M +$87.9K +1,642 +8%
MCIA
511
Mountain Capital Investment Advisors
Colorado
$1.16M +$254K +4,729 +28%
FMN
512
Financial Management Network
California
$1.15M +$449K +8,504 +64%
HFS
513
Howard Financial Services
Texas
$1.15M +$12.9K +241 +1%
LWM
514
LJI Wealth Management
Indiana
$1.14M +$566K +10,572 +99%
RFS
515
Retirement Financial Solutions
Tennessee
$1.14M +$1.14M +21,227 New
BWM
516
BlackDiamond Wealth Management
New York
$1.13M +$150K +2,887 +15%
ST
517
Somerset Trust
Pennsylvania
$1.12M +$213K +3,975 +23%
FWA
518
Freedom Wealth Alliance
Wisconsin
$1.11M -$16.1K -301 -1%
PCM
519
Parsons Capital Management
Rhode Island
$1.1M +$17K +317 +2%
AWE
520
Avidian Wealth Enterprises
Texas
$1.09M -$1.12M -20,825 -51%
SWP
521
Stratos Wealth Partners
Ohio
$1.09M +$72.3K +1,350 +7%
AI
522
Auour Investments
Massachusetts
$1.09M +$195K +3,646 +22%
AGP
523
Autumn Glory Partners
Texas
$1.08M +$293K +5,462 +37%
Citadel Advisors
524
Citadel Advisors
Florida
$1.08M +$910K +16,989 +546%
MA
525
Modus Advisors
Minnesota
$1.06M +$38.2K +713 +4%
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