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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 %
AFG
526
Atomi Financial Group
New York
$1.06M +$119K +2,227 +13%
BA
527
Bellwether Advisors
Nebraska
$1.04M -$127K -2,371 -11%
RWA
528
Rainsberger Wealth Advisors
Colorado
$1.03M +$81.9K +1,530 +9%
WAM
529
Worth Asset Management
Texas
$1.03M +$300K +5,600 +41%
NCM
530
Novare Capital Management
North Carolina
$1.03M -$176K -3,290 -15%
GCM
531
Gallacher Capital Management
Colorado
$1.03M +$1.03M +19,145 New
FAM
532
Frontier Asset Management
Wyoming
$1.02M +$560K +10,464 +123%
OWA
533
Outlook Wealth Advisors
Texas
$1.01M +$15.6K +292 +2%
TWC
534
TD Waterhouse Canada
Ontario, Canada
$1.01M -$4.45M -84,037 -82%
WC
535
Waterloo Capital
Texas
$1.01M +$173K +3,221 +21%
RA
536
Rockingstone Advisors
Massachusetts
$1M +$2.73K +51 +0.3%
TP
537
Tranquility Partners
Tennessee
$974K +$111K +2,074 +13%
MWM
538
Meridian Wealth Management
Kentucky
$972K +$298K +5,558 +44%
WOSD
539
WFA of San Diego
California
$969K -$94.6K -1,767 -9%
VWM
540
Venturi Wealth Management
Texas
$964K +$811K +15,150 +532%
WSTAM
541
Wilbanks Smith & Thomas Asset Management
Virginia
$954K +$1.66K +31 +0.2%
STAS
542
Strong Tower Advisory Services
Minnesota
$952K +$94.4K +1,763 +11%
ACM
543
Absolute Capital Management
Pennsylvania
$945K +$945K +17,644 New
VWM
544
Vigilare Wealth Management
Arizona
$937K -$132K -2,460 -12%
HTC
545
Haverford Trust Company
Pennsylvania
$932K – – –
VHAM
546
Van Hulzen Asset Management
California
$921K +$648K +12,091 +237%
OCG
547
Opus Capital Group
Ohio
$920K +$53.2K +992 +6%
AWM
548
Accel Wealth Management
Iowa
$913K -$9.27K -173 -1%
IFPG
549
Intrepid Financial Planning Group
Indiana
$913K +$31.2K +582 +4%
JF
550
JSF Financial
California
$912K +$266K +4,960 +41%
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