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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 %
CLOS
701
Compagnie Lombard Odier SCmA
Switzerland
$44.2K – – –
BWL
702
Bogart Wealth LLC
Virginia
$43.7K +$43.7K +800 New
TPCW
703
TD Private Client Wealth
New York
$39.2K -$1.2K -22 -3%
KFS
704
Kelly Financial Services
Massachusetts
$38.3K +$38.3K +702 New
POIA
705
Pin Oak Investment Advisors
Texas
$38K +$5.55K +101 +17%
VNA
706
Valley National Advisers
Pennsylvania
$37K +$37K +666 New
SC
707
Stephens Consulting
Michigan
$34K +$34K +622 New
WIM
708
Westside Investment Management
California
$32.8K – – –
WCAMG
709
Woodard & Company Asset Management Group
North Carolina
$31.1K +$31.1K +570 New
National Bank of Canada
710
National Bank of Canada
Quebec, Canada
$30K +$6.28K +115 +26%
FFA
711
Founders Financial Alliance
North Carolina
$29.9K +$989 +18 +3%
WP
712
WealthShield Partners
North Carolina
$28.8K +$28.8K +528 New
SIC
713
Salem Investment Counselors
North Carolina
$26.6K +$109 +2 +0.4%
FM
714
Family Management
New York
$24.8K +$24.8K +455 New
HT
715
Headlands Technologies
Illinois
$18.9K +$18.9K +346 New
OIA
716
Optimum Investment Advisors
Illinois
$16.4K -$32.8K -600 -67%
FRA
717
Front Row Advisors
California
$16K +$16K +285 New
MSFP
718
Mark Sheptoff Financial Planning
Connecticut
$15.3K – – –
CWA
719
Clearview Wealth Advisors
Oregon
$13.7K – – –
BFPW
720
BOK Financial Private Wealth
Colorado
$13.7K +$13.7K +250 New
DI
721
Disciplined Investments
Oklahoma
$13.1K +$13.1K +240 New
Fidelity Investments
722
Fidelity Investments
Massachusetts
$12.8K +$6.55K +120 +105%
Citigroup
723
Citigroup
New York
$11.9K +$11.9K +218 New
GTAM
724
Global Trust Asset Management
Florida
$11.6K – – –
AAG
725
Armstrong Advisory Group
Massachusetts
$11.4K +$11.4K +208 New
27 28
29
30 31