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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 %
PFP
576
Paragon Financial Partners
California
$637K +$1.55K +28 +0.2%
SFA
577
Souders Financial Advisors
Ohio
$637K +$637K +11,507 New
CMS
578
Capital Market Strategies
Florida
$635K -$8.91K -161 -1%
TC
579
Trust Company
Kansas
$630K +$38.1K +688 +6%
GFA
580
Gallagher Fiduciary Advisors
Illinois
$630K +$208K +3,754 +49%
PFGIA
581
Patriot Financial Group Insurance Agency
Massachusetts
$628K +$29.6K +701 +5%
WP
582
Wealthspan Partners
Iowa
$623K +$102K +1,846 +20%
APA
583
Astoria Portfolio Advisors
New York
$620K -$22.3K -404 -3%
RPGK
584
Retirement Planning Group (Kansas)
Kansas
$609K +$157K +2,833 +35%
KWA
585
KCS Wealth Advisory
California
$594K +$594K +10,732 New
LWM
586
LJI Wealth Management
Indiana
$593K +$9.9K +179 +2%
CAP
587
Columbia Advisory Partners
Washington
$572K +$48.4K +874 +9%
EWM
588
Evercore Wealth Management
New York
$572K – – –
ACA
589
Atlas Capital Advisors
Wyoming
$571K -$639K -11,556 -53%
CFA
590
Capstone Financial Advisors
Illinois
$568K +$67.3K +1,216 +13%
WI
591
Wintrust Investments
Illinois
$567K +$567K +10,242 New
CG
592
Colony Group
Massachusetts
$565K +$31.6K +571 +6%
HW
593
Hamilton Wealth
California
$563K +$563K +10,179 New
Vontobel Holding
594
Vontobel Holding
Switzerland
$561K +$561K +10,142 New
State Farm Mutual Automobile Insurance
595
State Farm Mutual Automobile Insurance
Illinois
$553K – – –
SNB
596
Security National Bank
Nebraska
$551K +$551K +9,954 New
ARC
597
Advisor Resource Council
Texas
$541K -$166K -2,995 -23%
MFA
598
Mayflower Financial Advisors
Massachusetts
$541K +$541K +9,773 New
BAAM
599
Baker Avenue Asset Management
California
$539K +$70.2K +1,269 +15%
ECA
600
Elevated Capital Advisors
Utah
$538K -$246K -4,454 -31%
22 23
24
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