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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 %
SXL
626
Summit X LLC
Missouri
$266K -$2.24K -41 -0.8%
AA
627
Argent Advisors
Louisiana
$266K +$41.8K +766 +19%
BAM
628
BOS Asset Management
Illinois
$266K +$49.7K +911 +23%
PSIWM
629
Paradigm Strategies in Wealth Management
Minnesota
$259K +$259K +4,738 New
FFN
630
Focus Financial Network
Minnesota
$253K +$253K +4,633 New
FCA
631
Fortis Capital Advisors
Kansas
$251K -$18.5K -338 -7%
SWM
632
Sugarloaf Wealth Management
Georgia
$250K +$151K +2,757 +151%
WF
633
Wayfinding Financial
Washington
$248K +$248K +4,553 New
SI
634
SimpliFi Inc
California
$246K +$246K +4,510 New
SG
635
StoneX Group
New York
$245K +$40.1K +735 +20%
Prudential Financial
636
Prudential Financial
New Jersey
$244K +$244K +4,471 New
AWS
637
Aspen Wealth Strategies
Colorado
$242K +$6.28K +115 +3%
PFA
638
Pinnacle Family Advisors
Missouri
$242K +$242K +4,431 New
FFG
639
Fortem Financial Group
California
$242K -$93.5K -1,712 -28%
KCM
640
KLK Capital Management
California
$241K – – –
CHJWM
641
Carlton Hofferkamp & Jenks Wealth Management
Texas
$239K +$239K +4,374 New
CA
642
Carson Advisory
Georgia
$239K +$12.8K +234 +6%
Fisher Asset Management
643
Fisher Asset Management
Washington
$239K +$239K +4,372 New
SW
644
SVB Wealth
Massachusetts
$232K +$232K +4,254 New
MA
645
MAS Advisors
Florida
$230K +$230K +4,221 New
ACM
646
Antonetti Capital Management
Florida
$230K +$230K +4,210 New
HBW
647
Hazlett, Burt & Watson
West Virginia
$229K +$229K +4,196 New
LNWTC
648
Laird Norton Wetherby Trust Company
Washington
$227K +$21.7K +397 +11%
NFSG
649
Newbridge Financial Services Group
Florida
$223K +$41.2K +754 +23%
BCP
650
Blue Chip Partners
Michigan
$220K +$27.1K +497 +14%
24 25
26
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