JEPI icon

JPMorgan Equity Premium Income ETF

752 hedge funds and large institutions have $10.7B invested in JPMorgan Equity Premium Income ETF in 2023 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 457 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
+108
Holders Change %
+16.77%
% of All Funds
12.04%
Holding in Top 10
119
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.21%
% of All Funds
1.9%
New
163
Increased
457
Reduced
103
Closed
37
Calls
$28.9M
Puts
$18.9M
Net Calls
+$9.98M
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
526
Pointe Capital Management
Michigan
$550K +$245K +4,485 +80%
State Farm Mutual Automobile Insurance
527
State Farm Mutual Automobile Insurance
Illinois
$546K
RA
528
RFG Advisory
Alabama
$541K +$58.3K +1,067 +12%
CG
529
Colony Group
Massachusetts
$526K +$200K +3,666 +61%
Citadel Advisors
530
Citadel Advisors
Florida
$523K -$909K -16,641 -63%
CAP
531
Columbia Advisory Partners
Washington
$517K +$237K +4,337 +85%
BAM
532
BTS Asset Management
Massachusetts
$515K -$14.5K -266 -3%
WP
533
Wealthspan Partners
Iowa
$514K +$514K +9,417 New
MAM
534
Meeder Asset Management
Ohio
$507K +$507K +9,291 New
SCA
535
Scott Capital Advisors
Oregon
$504K +$251K +4,594 +99%
FAM
536
Frontier Asset Management
Wyoming
$495K +$495K +9,066 New
CA
537
Crewe Advisors
Utah
$494K -$710 -13 -0.1%
CFA
538
Capstone Financial Advisors
Illinois
$494K +$18.2K +333 +4%
BFEC
539
Benjamin F. Edwards & Company
Missouri
$490K +$102K +1,863 +26%
BRA
540
Biechele Royce Advisors
Indiana
$489K +$167K +3,060 +52%
TAM
541
Tucker Asset Management
Colorado
$487K +$487K +8,925 New
SC
542
Sepio Capital
Utah
$485K +$250K +4,574 +106%
EFMC
543
Empire Financial Management Company
New York
$481K +$481K +8,804 New
SAM
544
Seelaus Asset Management
New Jersey
$475K +$34.6K +630 +8%
IWM
545
Iams Wealth Management
Nebraska
$473K +$147K +2,700 +45%
WP
546
WealthSpring Partners
California
$471K +$131K +2,400 +39%
CWA
547
Core Wealth Advisors
Florida
$469K +$117K +2,135 +33%
MSAM
548
Moloney Securities Asset Management
Missouri
$465K +$465K +8,514 New
BAAM
549
Baker Avenue Asset Management
California
$463K +$304K +5,565 +191%
WMP
550
Wealth Management Partners
Arizona
$462K +$25.7K +470 +6%