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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 %
IBOK
676
Independence Bank of Kentucky
Kentucky
$109K – – –
AIP
677
Ahrens Investment Partners
Louisiana
$108K +$108K +1,980 New
BFA
678
BBJS Financial Advisors
Washington
$99.8K +$23.3K +427 +31%
KTC
679
Kistler-Tiffany Companies
Pennsylvania
$99.3K -$5.02K -92 -5%
LFG
680
Larson Financial Group
Missouri
$96.6K +$20.7K +380 +27%
IHWM
681
Iron Horse Wealth Management
Iowa
$96K +$15.8K +290 +20%
FMII
682
Farmers & Merchants Investments Inc
Nebraska
$92.8K – – –
HCP
683
Hexagon Capital Partners
Arkansas
$90.5K +$87.4K +1,600 +2,759%
SVCP
684
Silicon Valley Capital Partners
California
$87.4K +$87.4K +1,600 New
RG
685
Retirement Group
California
$87K +$43.2K +790 +99%
CWC
686
Carolinas Wealth Consulting
North Carolina
$75.9K +$65K +1,190 +595%
GRP
687
Global Retirement Partners
California
$71.2K +$12K +220 +20%
FCAG
688
First Capital Advisors Group
New Jersey
$69.9K +$11K +201 +19%
AWM
689
Atticus Wealth Management
Florida
$62.1K +$62.1K +1,136 New
VFM
690
Valley Financial Management
New York
$62K +$62K +1,135 New
IFAM
691
Institutional & Family Asset Management
Colorado
$58.1K +$58.1K +1,064 New
SSC
692
Syverson Strege & Co
Iowa
$57.7K +$57.7K +1,057 New
First Manhattan
693
First Manhattan
New York
$57.3K – – –
BAM
694
Bellevue Asset Management
Washington
$54.6K – – –
BWA
695
BDO Wealth Advisors
Florida
$54.6K +$54.6K +1,000 New
OLVIG
696
Oliver Lagore Vanvalin Investment Group
Michigan
$54.6K +$54.6K +1,000 New
SCA
697
Stonebridge Capital Advisors
Minnesota
$49.1K +$32.8K +600 +200%
EWP
698
Elevation Wealth Partners
California
$47.2K +$47.2K +865 New
CA
699
Centerpoint Advisors
Massachusetts
$46K +$44.6K +825 +3,300%
RCM
700
Raleigh Capital Management
North Carolina
$45.6K +$45.6K +836 New
26 27
28
29 30