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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.

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 %
RPSA
51
Richard P. Slaughter Associates
Texas
$28.7M +$3.7M +67,737 +15%
EFH
52
Eaton Financial Holdings
Florida
$27.3M +$5.37M +98,432 +25%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$27.3M +$2.56M +46,877 +10%
CIA
54
Capital Investment Advisors
Georgia
$27.2M +$1.42M +25,929 +5%
EA
55
Ergawealth Advisors
Illinois
$26.8M +$5.27M +96,434 +24%
FPGK
56
Financial Partners Group (Kansas)
Kansas
$26.6M +$667K +12,212 +3%
CG
57
CFO4Life Group
Texas
$25.8M +$25.8M +472,938 New
CTC
58
Central Trust Company
Missouri
$25.8M +$1.78M +32,636 +7%
AWE
59
Avidian Wealth Enterprises
Texas
$25.5M -$314K -5,753 -1%
TCWA
60
Ten Capital Wealth Advisors
Washington
$25.3M +$1.45M +26,475 +6%
CBA
61
Coastal Bridge Advisors
Connecticut
$24.8M +$6.51M +119,146 +36%
BFG
62
Bouchey Financial Group
New York
$24.4M +$294K +5,377 +1%
BRWA
63
B. Riley Wealth Advisors
Florida
$24.3M +$5.46M +99,996 +29%
SPC
64
Sigma Planning Corp
Michigan
$24.1M +$3.24M +59,306 +16%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$24.1M +$5.41M +99,072 +29%
CF
66
Corrigan Financial
Rhode Island
$23.9M +$23.9M +437,836 New
HAS
67
HBW Advisory Services
California
$23.6M +$2.91M +53,314 +14%
Toronto Dominion Bank
68
Toronto Dominion Bank
Ontario, Canada
$23.2M +$4.09M +75,000 +21%
APS
69
American Planning Services
Florida
$23.1M +$22.5M +412,748 +3,868%
Corient Private Wealth
70
Corient Private Wealth
Florida
$23M -$22.4M -409,358 -49%
FSA
71
Financial Services Advisory
Maryland
$22.7M +$345K +6,327 +2%
CAI
72
Capital Advisors Inc
Oklahoma
$22.6M +$6.74M +123,448 +42%
GL
73
Graypoint LLC
New York
$22.1M +$6.38M +116,832 +41%
GWANC
74
Guardian Wealth Advisors (North Carolina)
North Carolina
$21.7M +$3.46M +63,441 +19%
PFS
75
Prospera Financial Services
Texas
$20.9M +$3.05M +55,826 +17%
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