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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 %
WLPWM
626
Walled Lake Planning & Wealth Management
Illinois
$451K +$5.48K +99 +1%
EWM
627
Endowment Wealth Management
Wisconsin
$448K +$15.5K +281 +4%
LIG
628
Lokken Investment Group
Delaware
$443K +$58K +1,049 +15%
GIA
629
Gladstone Institutional Advisory
Florida
$442K – – –
LFA
630
LGT Financial Advisors
Texas
$439K +$111K +2,014 +34%
WA
631
WESPAC Advisors
California
$439K -$9.52K -172 -2%
CAM
632
Cozad Asset Management
Illinois
$439K +$150K +2,706 +52%
IAP
633
Indie Asset Partners
Indiana
$438K +$51.2K +925 +13%
ICM
634
IMS Capital Management
Oregon
$432K +$432K +7,810 New
CBFP
635
Cedar Brook Financial Partners
Ohio
$428K +$26.2K +474 +7%
BFEC
636
Benjamin F. Edwards & Company
Missouri
$427K -$69.2K -1,252 -14%
GRP
637
Global Retirement Partners
California
$426K +$353K +6,383 +488%
KFI
638
Key Financial Inc
Pennsylvania
$420K +$2.32K +42 +0.6%
DA
639
Dover Advisors
Virginia
$415K +$79.6K +1,439 +24%
CC
640
Cannell & Co
New York
$415K +$415K +7,500 New
BBP
641
Banco BTG Pactual
Brazil
$413K +$413K +7,461 New
SWM
642
Stockman Wealth Management
Montana
$409K +$50.9K +920 +14%
SAF
643
Smith Anglin Financial
Texas
$409K +$409K +7,393 New
NWA
644
Navis Wealth Advisors
New York
$405K – – –
AA
645
AlphaMark Advisors
Kentucky
$401K +$207K +3,753 +107%
FFA
646
Farther Finance Advisors
California
$396K -$32.3K -584 -8%
LWM
647
Laidlaw Wealth Management
New York
$394K -$180K -3,247 -31%
TWM
648
Tanglewood Wealth Management
Texas
$390K – – –
BCG
649
Breakwater Capital Group
New Jersey
$389K +$389K +7,038 New
TPWA
650
TRUE Private Wealth Advisors
Oregon
$388K -$12K -216 -3%
24 25
26
27 28