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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 %
VC
601
Veracity Capital
Georgia
$305K +$305K +5,588 New
SWP
602
Stratos Wealth Partners
Ohio
$305K -$35K -641 -10%
HSWM
603
Hubbell Strickland Wealth Management
Louisiana
$304K +$98.7K +1,807 +48%
AB
604
Atlas Brown
Kentucky
$302K +$302K +5,522 New
BJL
605
Brighton Jones LLC
Washington
$301K -$33K -604 -10%
TC
606
TAGStone Capital
North Carolina
$301K +$301K +5,512 New
REMPR
607
Roof Eidam Maycock Peralta (REMP)
California
$300K – – –
BDF
608
Black Diamond Financial
Maryland
$300K +$300K +5,487 New
Wolverine Trading
609
Wolverine Trading
Illinois
$298K +$298K +5,500 New
AFG
610
Alterity Financial Group
Maine
$297K +$2.46K +45 +0.8%
IIA
611
IPG Investment Advisors
California
$295K +$36K +660 +14%
AG
612
Ascent Group
Virginia
$294K -$21.2K -388 -7%
RWM
613
RBA Wealth Management
California
$292K +$164 +3 +0.1%
AFA
614
Alpha Financial Advisors
North Carolina
$292K +$292K +5,341 New
P
615
&Partners
Tennessee
$291K – – –
PWP
616
Principle Wealth Partners
Connecticut
$291K -$40.2K -736 -12%
LC
617
Lavaca Capital
Texas
$291K -$115K -2,107 -28%
CAM
618
Cozad Asset Management
Illinois
$285K -$51.5K -944 -15%
FFM
619
Forum Financial Management
Illinois
$280K +$2.29K +42 +0.8%
PCA
620
Pallas Capital Advisors
Massachusetts
$274K +$274K +4,963 New
CPA
621
Cardiff Park Advisors
California
$273K +$273K +5,000 New
CCC
622
Chelsea Counsel Company
California
$272K – – –
JWBC
623
John W. Brooker & Co
California
$270K +$270K +4,917 New
TIA
624
Tiemann Investment Advisors
California
$268K +$56K +1,025 +26%
SIC
625
Samalin Investment Counsel
New York
$266K +$266K +4,876 New
23 24
25
26 27