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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 %
AI
526
Auour Investments
Massachusetts
$926K +$926K +16,736 New
IFPG
527
Intrepid Financial Planning Group
Indiana
$911K +$69.3K +1,253 +8%
OP
528
ORG Partners
Indiana
$907K +$907K +16,484 New
OCG
529
Opus Capital Group
Ohio
$895K +$28.2K +509 +3%
TP
530
Tranquility Partners
Tennessee
$891K +$71.3K +1,289 +9%
S
531
SignatureFD
Georgia
$890K +$437K +7,900 +97%
STAS
532
Strong Tower Advisory Services
Minnesota
$886K +$886K +16,004 New
RA
533
RFG Advisory
Alabama
$882K +$334K +6,041 +61%
CPA
534
Cardiff Park Advisors
California
$881K +$604K +10,921 +218%
WC
535
Waterloo Capital
Texas
$861K +$189K +3,422 +28%
VCM
536
Virtue Capital Management
Tennessee
$849K +$140K +2,549 +20%
PCM
537
Pointe Capital Management
Michigan
$842K +$285K +5,150 +51%
AA
538
Advisory Alpha
Michigan
$839K +$839K +15,159 New
MFS
539
Madrona Financial Services
Washington
$837K +$837K +15,128 New
AWM
540
AllSquare Wealth Management
New York
$836K +$29.7K +550 +4%
LFGO
541
Legacy Financial Group (Oklahoma)
Oklahoma
$826K +$826K +14,925 New
AGP
542
Autumn Glory Partners
Texas
$817K +$71.3K +1,289 +10%
CWP
543
Cyndeo Wealth Partners
Florida
$801K +$339K +6,122 +73%
CTWM
544
Cherry Tree Wealth Management
Minnesota
$796K +$796K +14,383 New
ACI
545
Alpha Cubed Investments
California
$784K -$308K -5,569 -28%
NL
546
NVWM LLC
Pennsylvania
$776K +$8.69K +157 +1%
OMC
547
Old Mission Capital
Illinois
$775K -$7.88M -142,377 -91%
WAOI
548
Wealth Advisors of Iowa
Iowa
$774K +$774K +13,982 New
WAM
549
Worth Asset Management
Texas
$756K -$159K -2,882 -17%
MSAM
550
Moloney Securities Asset Management
Missouri
$747K +$276K +4,987 +59%
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