JEPI icon

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 %
EL
551
EMFO LLC
Florida
$747K -$55.3K -1,000 -7%
AWAP
552
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$743K +$23.6K +426 +3%
AMM
553
American Money Management
California
$737K -$31.5K -569 -4%
MW
554
Marcum Wealth
Ohio
$735K +$139K +2,512 +23%
SFG
555
Sovereign Financial Group
Connecticut
$734K +$130K +2,347 +21%
FMN
556
Financial Management Network
California
$734K +$379K +6,893 +107%
Wolverine Trading
557
Wolverine Trading
Illinois
$730K +$427K +7,763 +141%
CPW
558
Crestmont Private Wealth
Texas
$720K – – –
SW
559
SkyOak Wealth
Michigan
$719K +$154K +2,778 +27%
BWM
560
BigSur Wealth Management
Florida
$719K +$719K +13,000 New
SFC
561
Strategic Financial Concepts
Texas
$700K +$325K +5,865 +86%
CM
562
Columbus Macro
Pennsylvania
$700K -$9.31K -168 -1%
MWM
563
Meridian Wealth Management
Kentucky
$697K +$120K +2,175 +21%
BAM
564
BTS Asset Management
Massachusetts
$695K +$174K +3,138 +33%
FPAS
565
Focus Partners Advisor Solutions
Missouri
$693K -$47.4K -856 -6%
TAM
566
Tucker Asset Management
Colorado
$687K +$193K +3,484 +39%
DIA
567
Dana Investment Advisors
Wisconsin
$684K -$98.5K -1,781 -13%
Bank of Montreal
568
Bank of Montreal
Ontario, Canada
$673K +$355K +6,416 +112%
JF
569
JSF Financial
California
$668K +$89.9K +1,624 +16%
LS
570
Leelyn Smith
Illinois
$656K +$71.3K +1,288 +12%
III
571
Independent Investors Inc
New York
$651K +$55.3K +1,000 +9%
BWM
572
Baystate Wealth Management
Massachusetts
$649K +$34.8K +629 +6%
TC
573
TownSquare Capital
Utah
$646K +$42.5K +768 +7%
HCM
574
Highlander Capital Management
New Jersey
$642K +$8.3K +150 +1%
TCWM
575
Total Clarity Wealth Management
Illinois
$637K +$24.6K +445 +4%
21 22
23
24 25