JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.45B
2
Morgan Stanley
Morgan Stanley
New York
$1.38B
3
Bank of America
Bank of America
North Carolina
$1.26B
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$181M
5
Wells Fargo
Wells Fargo
California
$570M

Top Sellers

1
Jane Street
Jane Street
New York
$4.04M
2
Corient Private Wealth
Corient Private Wealth
Florida
$23M
3
PCIA
Prime Capital Investment Advisors
Kansas
$15.8M
4
BFA
Beaumont Financial Advisors
Massachusetts
$2.1M
5
BPWM
Badgley Phelps Wealth Managers
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PPWM
551
Paragon Private Wealth Management
Kentucky
$460K +$2.89K +53 +0.6%
MGIA
552
Moneta Group Investment Advisors
Missouri
$456K +$456K +8,357 New
WSCM
553
Wellington Shields Capital Management
New York
$456K +$456K +8,352 New
CWP
554
Cyndeo Wealth Partners
Florida
$456K – – –
CAG
555
Csenge Advisory Group
Florida
$455K +$455K +8,336 New
S
556
SignatureFD
Georgia
$447K -$27.4K -501 -6%
RPGK
557
Retirement Planning Group (Kansas)
Kansas
$447K +$49.8K +912 +13%
TDC
558
Thompson Davis & Co
Virginia
$445K +$445K +8,150 New
WA
559
WESPAC Advisors
California
$443K +$443K +8,105 New
WLPWM
560
Walled Lake Planning & Wealth Management
Illinois
$439K +$439K +8,049 New
CC
561
Courier Capital
New York
$438K +$122K +2,232 +39%
GIA
562
Gladstone Institutional Advisory
Florida
$436K +$436K +7,992 New
US Bancorp
563
US Bancorp
Minnesota
$436K +$205K +3,747 +88%
Carson Wealth (CWM LLC)
564
Carson Wealth (CWM LLC)
Nebraska
$432K +$201K +3,685 +87%
Wealth Enhancement Advisory Services
565
Wealth Enhancement Advisory Services
Minnesota
$430K +$430K +7,875 New
EWM
566
Endowment Wealth Management
Wisconsin
$427K +$427K +7,813 New
FFA
567
Farther Finance Advisors
California
$423K +$423K +7,739 New
GFA
568
Gallagher Fiduciary Advisors
Illinois
$416K +$416K +7,627 New
KFI
569
Key Financial Inc
Pennsylvania
$412K +$412K +7,543 New
WMR
570
Wealth Management Resources
Rhode Island
$412K +$10.9K +200 +3%
Northern Trust
571
Northern Trust
Illinois
$402K +$402K +7,362 New
NWA
572
Navis Wealth Advisors
New York
$400K – – –
CBFP
573
Cedar Brook Financial Partners
Ohio
$397K +$167K +3,060 +73%
TPWA
574
TRUE Private Wealth Advisors
Oregon
$395K +$16.3K +298 +4%
EFG
575
Everhart Financial Group
Ohio
$385K +$385K +7,045 New
21 22
23
24 25