JEPI icon

JPMorgan Equity Premium Income ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FFP
551
FourThought Financial Partners
Florida
$909K -$607K -11,340 -40%
SFG
552
Sovereign Financial Group
Connecticut
$876K +$165K +3,081 +23%
TAM
553
Tucker Asset Management
Colorado
$869K +$204K +3,811 +31%
CCIA
554
Cherry Creek Investment Advisors
Colorado
$864K -$1.36M -25,451 -61%
LI
555
LVZ Inc
Michigan
$864K -$765K -14,280 -47%
SWA
556
Stratos Wealth Advisors
Ohio
$863K +$669K +12,481 +343%
AWA
557
Arete Wealth Advisors
Illinois
$861K -$7.95M -148,418 -90%
CPA
558
Cardiff Park Advisors
California
$860K +$7.39K +138 +0.9%
VCM
559
Virtue Capital Management
Tennessee
$849K
AWM
560
AllSquare Wealth Management
New York
$848K +$19.5K +365 +2%
PCM
561
Pointe Capital Management
Michigan
$841K +$25.4K +475 +3%
LA
562
Lifeworks Advisors
Michigan
$834K +$834K +15,569 New
AWM
563
Avior Wealth Management
Nebraska
$818K +$309K +5,761 +61%
IA
564
IAM Advisory
Pennsylvania
$815K +$612K +11,430 +301%
LFGO
565
Legacy Financial Group (Oklahoma)
Oklahoma
$799K
LTI
566
Laffer Tengler Investments
Tennessee
$791K -$220K -4,113 -22%
HCP
567
Hexagon Capital Partners
Arkansas
$791K +$494K +9,229 +167%
III
568
Independent Investors Inc
New York
$780K +$150K +2,800 +24%
CWP
569
Cyndeo Wealth Partners
Florida
$775K
SFC
570
Strategic Financial Concepts
Texas
$767K +$89.5K +1,671 +13%
NL
571
NVWM LLC
Pennsylvania
$766K +$14.7K +275 +2%
MFA
572
Mayflower Financial Advisors
Massachusetts
$764K +$240K +4,485 +46%
SW
573
SkyOak Wealth
Michigan
$761K +$65K +1,214 +9%
AWAP
574
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$753K +$33.3K +622 +5%
CMS
575
Capital Market Strategies
Florida
$743K +$142K +2,711 +24%