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

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.04M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$23M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$15.8M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$2.1M
5
BPWM
5
Badgley Phelps Wealth Managers
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
576
Tanglewood Wealth Management
Texas
$384K +$384K +7,040 New
IAP
577
Indie Asset Partners
Indiana
$381K -$183K -3,343 -32%
LIG
578
Lokken Investment Group
Delaware
$380K +$380K +6,959 New
CWP
579
Concord Wealth Partners
Virginia
$379K -$1.81M -33,073 -83%
FFW
580
Fusion Family Wealth
New York
$374K +$6.39K +117 +2%
SWIM
581
Smallwood Wealth Investment Management
New Jersey
$372K -$261K -4,776 -41%
SFC
582
Strategic Financial Concepts
Texas
$371K +$371K +6,790 New
MCIA
583
Mountain Capital Investment Advisors
Colorado
$357K +$123K +2,251 +53%
LSA
584
Lion Street Advisors
Texas
$355K +$355K +6,500 New
SWM
585
Stockman Wealth Management
Montana
$354K -$10.9K -200 -3%
FIA
586
Foundations Investment Advisors
Arizona
$353K +$353K +6,463 New
FMN
587
Financial Management Network
California
$349K -$39.9K -738 -10%
VWM
588
Venturi Wealth Management
Texas
$347K -$27.3K -500 -7%
NW
589
NewEdge Wealth
Pennsylvania
$342K +$342K +6,271 New
DA
590
Dover Advisors
Virginia
$331K +$77.3K +1,416 +30%
HKIMG
591
Hutchens & Kramer Investment Management Group
Indiana
$331K +$331K +6,055 New
LFA
592
LGT Financial Advisors
Texas
$324K +$324K +5,929 New
SFG
593
SNS Financial Group
Minnesota
$324K +$324K +5,925 New
PBO
594
Peoples Bank (Ohio)
Ohio
$321K +$9.56K +175 +3%
AFP
595
Ausdal Financial Partners
Iowa
$318K +$318K +5,821 New
WAG
596
Windsor Advisory Group
Ohio
$314K +$314K +5,752 New
Bank of Montreal
597
Bank of Montreal
Ontario, Canada
$313K +$112K +2,055 +56%
SIM
598
Seaview Investment Managers
Florida
$312K +$96.3K +1,764 +45%
DC
599
Defender Capital
North Carolina
$307K +$307K +5,625 New
MA
600
Montag & Associates
Georgia
$305K +$382 +7 +0.1%
22 23
24
25 26