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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 %
CHJWM
651
Carlton Hofferkamp & Jenks Wealth Management
Texas
$388K +$147K +2,661 +61%
Betterment LLC
652
Betterment LLC
New York
$384K +$384K +6,936 New
FFW
653
Fusion Family Wealth
New York
$379K – – –
SAG
654
SageView Advisory Group
California
$378K +$378K +6,836 New
SI
655
SimpliFi Inc
California
$374K +$125K +2,258 +50%
PWP
656
Principle Wealth Partners
Connecticut
$374K +$78.6K +1,421 +27%
CCB
657
Cutter & Co Brokerage
Missouri
$366K +$158K +2,849 +76%
VC
658
Veracity Capital
Georgia
$366K +$56.6K +1,023 +18%
PFA
659
Pinnacle Family Advisors
Missouri
$363K +$118K +2,127 +48%
APW
660
Atlantic Private Wealth
North Carolina
$362K +$362K +6,543 New
PSCM
661
Per Stirling Capital Management
Texas
$360K -$831K -15,014 -70%
AB
662
Atlas Brown
Kentucky
$356K +$50.6K +915 +17%
SWIM
663
Smallwood Wealth Investment Management
New Jersey
$353K -$23.5K -425 -6%
BCP
664
Blue Chip Partners
Michigan
$353K +$130K +2,346 +58%
HZ
665
Hixon Zuercher
Ohio
$353K +$353K +6,373 New
US Bancorp
666
US Bancorp
Minnesota
$349K -$92.8K -1,678 -21%
HBW
667
Hazlett, Burt & Watson
West Virginia
$347K +$118K +2,149 +51%
JWBC
668
John W. Brooker & Co
California
$345K +$73.4K +1,326 +27%
SFG
669
SNS Financial Group
Minnesota
$344K +$16K +289 +5%
CAM
670
CPA Asset Management
Florida
$341K +$341K +6,166 New
IIA
671
IPG Investment Advisors
California
$341K +$41.5K +750 +14%
HKIMG
672
Hutchens & Kramer Investment Management Group
Indiana
$338K +$3.04K +55 +0.9%
RWM
673
Revisor Wealth Management
Ohio
$332K +$332K +6,000 New
FFN
674
Focus Financial Network
Minnesota
$330K +$74.1K +1,339 +29%
FCAG
675
First Capital Advisors Group
New Jersey
$327K +$256K +4,634 +362%
25 26
27
28 29