We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF

857 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, 513 increasing their positions, 146 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 39

251% more repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 146

17% more funds holding in top 10

Funds holding in top 10: 120140 (+20)

16% more capital invested

Capital invested by funds: $10.7B → $12.4B (+$1.73B)

13% more funds holding

Funds holding: 756857 (+101)

5% more call options, than puts

Call options by funds: $21.2M | Put options by funds: $20.2M

1.29% less ownership

Funds ownership: 46.36%45.07% (-1.3%)

Holders
857
Holders Change
+101
Holders Change %
+13.36%
% of All Funds
13.46%
Holding in Top 10
140
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+16.67%
% of All Funds
2.2%
New
144
Increased
513
Reduced
146
Closed
39
Calls
$21.2M
Puts
$20.2M
Net Calls
+$1.04M
Net Calls Change
-$8.94M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
651
Tanglewood Wealth Management
Texas
$390K
BCG
652
Breakwater Capital Group
New Jersey
$389K +$384K +7,038 New
TPWA
653
TRUE Private Wealth Advisors
Oregon
$388K -$11.8K -216 -3%
CHJWM
654
Carlton Hofferkamp & Jenks Wealth Management
Texas
$388K +$145K +2,661 +61%
Betterment LLC
655
Betterment LLC
New York
$384K +$379K +6,936 New
FFW
656
Fusion Family Wealth
New York
$379K
SAG
657
SageView Advisory Group
California
$378K +$373K +6,836 New
SI
658
SimpliFi Inc
California
$374K +$123K +2,258 +50%
PWP
659
Principle Wealth Partners
Connecticut
$374K +$77.6K +1,421 +27%
CCB
660
Cutter & Co Brokerage
Missouri
$366K +$156K +2,849 +76%
VC
661
Veracity Capital
Georgia
$366K +$55.9K +1,023 +18%
PFA
662
Pinnacle Family Advisors
Missouri
$363K +$116K +2,127 +48%
APW
663
Atlantic Private Wealth
North Carolina
$362K +$357K +6,543 New
PSCM
664
Per Stirling Capital Management
Texas
$360K -$820K -15,014 -70%
AB
665
Atlas Brown
Kentucky
$356K +$50K +915 +17%
SWIM
666
Smallwood Wealth Investment Management
New Jersey
$353K -$23.2K -425 -6%
BCP
667
Blue Chip Partners
Michigan
$353K +$128K +2,346 +58%
HZ
668
Hixon Zuercher
Ohio
$353K +$348K +6,373 New
US Bancorp
669
US Bancorp
Minnesota
$349K -$91.6K -1,678 -21%
HBW
670
Hazlett, Burt & Watson
West Virginia
$347K +$117K +2,149 +51%
JWBC
671
John W. Brooker & Co
California
$345K +$72.4K +1,326 +27%
SFG
672
SNS Financial Group
Minnesota
$344K +$15.8K +289 +5%
CAM
673
CPA Asset Management
Florida
$341K +$337K +6,166 New
IIA
674
IPG Investment Advisors
California
$341K +$41K +750 +14%
HKIMG
675
Hutchens & Kramer Investment Management Group
Indiana
$338K +$3K +55 +0.9%