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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 %
AFG
701
Alterity Financial Group
Maine
$279K -$22.7K -410 -8%
ACM
702
Advance Capital Management
Michigan
$278K +$278K +5,032 New
CAM
703
Columbia Asset Management
Michigan
$277K +$277K +5,000 New
FMTCOCP
704
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$277K +$277K +5,000 New
BAM
705
BOS Asset Management
Illinois
$277K +$7.58K +137 +3%
GC
706
Gratus Capital
Georgia
$277K +$277K +5,000 New
WFA
707
Websterrogers Financial Advisors
South Carolina
$276K +$276K +4,981 New
CCC
708
Chelsea Counsel Company
California
$276K – – –
AA
709
Argent Advisors
Louisiana
$269K -$98.2K -1,300 -27%
NL
710
NWAM LLC
Washington
$269K +$48.9K +883 +22%
Fisher Asset Management
711
Fisher Asset Management
Washington
$268K +$25.7K +465 +11%
MIM
712
Moseley Investment Management
Florida
$267K +$267K +4,830 New
SWM
713
Sugarloaf Wealth Management
Georgia
$266K +$12.7K +230 +5%
ACM
714
Allred Capital Management
Texas
$265K +$265K +4,795 New
VA
715
Valmark Advisers
Ohio
$265K +$265K +4,792 New
BL
716
BFSG LLC
California
$264K +$264K +4,772 New
SXL
717
Summit X LLC
Missouri
$264K -$5.64K -102 -2%
PSIWM
718
Paradigm Strategies in Wealth Management
Minnesota
$262K – – –
AssetMark Inc
719
AssetMark Inc
California
$261K +$41K +741 +19%
TIA
720
Tiemann Investment Advisors
California
$260K -$11.1K -200 -4%
CF
721
Copperwynd Financial
Arizona
$260K -$6.63M -119,793 -96%
CP
722
Capital Planning
Washington
$259K +$259K +4,680 New
CC
723
Claybrook Capital
Massachusetts
$254K +$254K +4,584 New
SIM
724
Seaview Investment Managers
Florida
$250K -$66.1K -1,194 -21%
CWM
725
Curi Wealth Management
North Carolina
$250K +$250K +4,513 New
27 28
29
30 31