JEPI icon

JPMorgan Equity Premium Income ETF

887 hedge funds and large institutions have $12.9B invested in JPMorgan Equity Premium Income ETF in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 526 increasing their positions, 189 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
887
Holders Change
+34
Holders Change %
+3.99%
% of All Funds
14.14%
Holding in Top 10
136
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.16%
% of All Funds
2.17%
New
107
Increased
526
Reduced
189
Closed
63
Calls
$43.6M
Puts
$19.4M
Net Calls
+$24.2M
Net Calls Change
+$23.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BAAM
626
Baker Avenue Asset Management
California
$529K +$6.8K +127 +1%
CC
627
Courier Capital
New York
$529K +$70.5K +1,316 +15%
ARC
628
Advisor Resource Council
Texas
$528K +$3.96K +74 +0.8%
TI
629
Trexquant Investment
Connecticut
$527K +$527K +9,832 New
OFG
630
OmniStar Financial Group
North Carolina
$519K +$519K +9,687 New
WMP
631
Wealth Management Partners
Arizona
$516K +$63.6K +1,187 +14%
LSA
632
L & S Advisors
California
$511K +$44.6K +833 +10%
AAG
633
Armstrong Advisory Group
Massachusetts
$509K +$421K +7,855 +476%
LSA
634
Lion Street Advisors
Texas
$504K +$504K +9,415 New
TDC
635
Thompson Davis & Co
Virginia
$503K +$13.4K +250 +3%
CG
636
Colony Group
Massachusetts
$502K -$45.1K -843 -8%
BC
637
Belmont Capital
California
$501K +$7.12K +133 +1%
MPWT
638
MassMutual Private Wealth & Trust
Connecticut
$501K -$494K -9,226 -50%
WSCM
639
Wellington Shields Capital Management
New York
$501K +$53.7K +1,002 +12%
CWM
640
Curi Wealth Management
North Carolina
$501K +$259K +4,837 +107%
WP
641
WealthSpring Partners
California
$500K
GS
642
GTS Securities
New York
$500K +$500K +9,342 New
EWM
643
Evercore Wealth Management
New York
$500K -$53.6K -1,000 -10%
BRA
644
Biechele Royce Advisors
Indiana
$499K
CFA
645
Capstone Financial Advisors
Illinois
$499K -$50.8K -948 -9%
BJL
646
Brighton Jones LLC
Washington
$496K -$25.2K -471 -5%
CWM
647
CIBC World Markets
New York
$489K +$489K +9,130 New
Luther King Capital Management (LKCM)
648
Luther King Capital Management (LKCM)
Texas
$485K
AGWCA
649
Annis Gardner Whiting Capital Advisors
Florida
$479K +$479K +8,947 New
ACM
650
Allred Capital Management
Texas
$478K +$222K +4,137 +86%