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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

644 hedge funds and large institutions have $17.4B invested in JPMorgan Equity Premium Income ETF in 2022 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 358 increasing their positions, 100 reducing their positions, and 26 closing their positions.

Holders
644
Holders Change
+119
Holders Change %
+22.67%
% of All Funds
10.39%
Holding in Top 10
107
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+62.12%
% of All Funds
1.73%
New
154
Increased
358
Reduced
100
Closed
26
Calls
$52.5M
Puts
$17.1M
Net Calls
+$35.4M
Net Calls Change
+$30.9M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$8.92B
2
Bank of America
2
Bank of America
North Carolina
$1.04B
3
Morgan Stanley
3
Morgan Stanley
New York
$1.15B
4
Wells Fargo
4
Wells Fargo
California
$479M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$226M

Top Sellers

1
CIA
1
Compass Ion Advisors
Pennsylvania
$46M
2
JIP
2
Jaffetilchin Investment Partners
Florida
$10.1M
3
RCM
3
Requisite Capital Management
Texas
$103M
4
PWM
4
Prentice Wealth Management
New York
$6.5M
5
ACG
5
Allen Capital Group
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GTAM
626
Global Trust Asset Management
Florida
$11.6K -$10.9K -200 -48%
CWC
627
Carolinas Wealth Consulting
North Carolina
$11K +$11K +200 New
ADL
628
Asset Dedication LLC
California
$11K – – –
BBPWM
629
Blue Bell Private Wealth Management
Pennsylvania
$10.9K -$54 -1 -0.5%
PFBT
630
Parkside Financial Bank & Trust
Missouri
$9.43K +$9.43K +173 New
AA
631
AlphaMark Advisors
Kentucky
$9K +$9K +174 New
Fidelity Investments
632
Fidelity Investments
Massachusetts
$6.21K -$654 -12 -10%
FMP
633
Financial Management Professionals
Texas
$6K +$106 +2 +2%
ZIG
634
Zullo Investment Group
Pennsylvania
$5.45K -$13.6K -250 -71%
TFS
635
TrustCore Financial Services
Tennessee
$5.45K – – –
MIM
636
Macroview Investment Management
Maryland
$5.12K +$5.12K +94 New
PFG
637
Piershale Financial Group
Illinois
$4.16K +$4.16K +76 New
HCP
638
Hexagon Capital Partners
Arkansas
$3.16K – – –
GJIA
639
Glass Jacobson Investment Advisors
Maryland
$2.72K +$2.72K +50 New
CFD
640
Creative Financial Designs
Indiana
$2.18K +$1.09K +20 +100%
MPCL
641
My Personal CFO LLC
Washington
$1.51K +$1.51K +28 New
CA
642
Centerpoint Advisors
Massachusetts
$1K +$1K +25 New
TC
643
Truvestments Capital
Florida
$983 +$983 +18 New
HS
644
Horan Securities
United States
$473 +$210 +4 +80%
ACG
645
Allen Capital Group
Nebraska
– -$7.36M -143,724 Closed
AWM
646
Axxcess Wealth Management
California
– -$4.19M -81,710 Closed
IAIM
647
International Assets Investment Management
Florida
– -$3.79M -74,721 Closed
OFS
648
OneAscent Financial Services
Alabama
– -$2.95M -57,668 Closed
VWA
649
V Wealth Advisors
Kansas
– -$465K -9,085 Closed
OBWG
650
Onyx Bridge Wealth Group
New York
– -$455K -8,941 Closed
23 24 25
26
27