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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 %
BJL
601
Brighton Jones LLC
Washington
$538K +$233K +4,205 +76%
WP
602
WealthSource Partners
California
$532K +$532K +9,614 New
1WM
603
1900 Wealth Management
Texas
$529K +$529K +9,564 New
AWM
604
Avior Wealth Management
Nebraska
$526K -$37.6K -680 -7%
WP
605
WealthSpring Partners
California
$517K +$40.2K +726 +8%
BRA
606
Biechele Royce Advisors
Indiana
$516K +$19.4K +350 +4%
MAM
607
Meeder Asset Management
Ohio
$515K +$1.38K +25 +0.3%
BC
608
Belmont Capital
California
$511K +$511K +9,229 New
JIC
609
Joel Isaacson & Co
New York
$508K -$93K -1,680 -15%
TDC
610
Thompson Davis & Co
Virginia
$506K +$55.3K +1,000 +12%
SIC
611
Samalin Investment Counsel
New York
$499K +$229K +4,138 +85%
SC
612
Sepio Capital
Utah
$491K – – –
LSA
613
L & S Advisors
California
$481K +$481K +8,700 New
SAM
614
Seelaus Asset Management
New Jersey
$479K – – –
FIC
615
Family Investment Center
Missouri
$478K +$478K +8,631 New
CC
616
Courier Capital
New York
$473K +$29.9K +541 +7%
FAM
617
Frontier Asset Management
Wyoming
$470K -$31.5K -570 -6%
DI
618
DFPG Investments
Utah
$470K +$470K +8,470 New
WMP
619
Wealth Management Partners
Arizona
$467K -$1.77K -32 -0.4%
PPWM
620
Paragon Private Wealth Management
Kentucky
$467K -$111 -2 -0%
MGIA
621
Moneta Group Investment Advisors
Missouri
$462K – – –
WSCM
622
Wellington Shields Capital Management
New York
$462K +$111 +2 +0%
HF
623
HRT Financial
New York
$461K +$461K +8,334 New
LAM
624
LifePro Asset Management
California
$461K -$210K -3,800 -31%
MWM
625
Marion Wealth Management
Pennsylvania
$459K +$459K +8,291 New
23 24
25
26 27