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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.

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
1
Morgan Stanley
New York
$1.61B
2
Bank of America
2
Bank of America
North Carolina
$1.44B
3
MW
3
Marks Wealth
Maryland
$86.4M
4
RIG
4
RiverFront Investment Group
Virginia
$123M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$340M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.24B
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$0
3
AWE
3
Avidian Wealth Enterprises
Texas
$2.28M
4
SPC
4
Sigma Planning Corp
Michigan
$12.7M
5
AWA
5
Arete Wealth Advisors
Illinois
$9.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
51
Ergawealth Advisors
Illinois
$34M +$6.85M +123,751 +25%
PCFFS
52
Pacific Center for Financial Services
California
$34M +$753K +13,605 +2%
CAI
53
Capital Advisors Inc
Oklahoma
$33.8M +$10.9M +197,371 +48%
CIA
54
Capital Investment Advisors
Georgia
$33M +$5.43M +98,098 +20%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$32.7M +$8.3M +149,954 +34%
SAS
56
Sage Advisory Services
Texas
$32.5M -$226K -4,083 -0.7%
PA
57
Pinnacle Associates
New York
$31.8M +$2.5M +45,199 +9%
MFG
58
Magnus Financial Group
New York
$31.7M -$202K -3,647 -0.6%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$30.6M -$1.26M -22,743 -4%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$29.8M +$10.1M +183,032 +51%
IWC
61
Integrated Wealth Concepts
Massachusetts
$29.5M +$15.7M +284,039 +114%
RPSA
62
Richard P. Slaughter Associates
Texas
$29.3M +$246K +4,438 +0.8%
EFH
63
Eaton Financial Holdings
Florida
$29.2M +$1.52M +27,385 +5%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$28.8M +$10.4M +188,709 +57%
FPGK
65
Financial Partners Group (Kansas)
Kansas
$28.6M +$1.78M +32,346 +7%
CBA
66
Coastal Bridge Advisors
Connecticut
$28.4M +$3.28M +59,280 +13%
CTC
67
Central Trust Company
Missouri
$27.6M +$1.48M +26,746 +6%
CG
68
CFO4Life Group
Texas
$27.5M +$1.34M +24,217 +5%
KCM
69
Kathmere Capital Management
Pennsylvania
$27.3M +$27.3M +492,938 New
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$26.9M +$20.4M +369,200 +316%
BRWA
71
B. Riley Wealth Advisors
Florida
$26.2M +$1.52M +27,401 +6%
KAS
72
Kestra Advisory Services
Texas
$25.7M -$7.19M -129,983 -22%
GL
73
Graypoint LLC
New York
$25M +$2.61M +47,257 +12%
HAS
74
HBW Advisory Services
California
$25M +$1.07M +19,253 +4%
BFG
75
Bouchey Financial Group
New York
$25M +$176K +3,179 +0.7%
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