JEPI icon

JPMorgan Equity Premium Income ETF

887 hedge funds and large institutions have $12.9B invested in JPMorgan Equity Premium Income ETF in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 526 increasing their positions, 189 reducing their positions, and 63 closing their positions.

Holders
887
Holders Change
+34
Holders Change %
+3.99%
% of All Funds
14.14%
Holding in Top 10
136
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.16%
% of All Funds
2.17%
New
107
Increased
526
Reduced
189
Closed
63
Calls
$43.6M
Puts
$19.4M
Net Calls
+$24.2M
Net Calls Change
+$23.1M
Name Market Value Shares Shares
Change
Shares
Change %
ACA
51
Aptus Capital Advisors
Alabama
$34.3M 640,159 -37,539 -6%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$33.5M 625,349 +71,558 +13%
PCFFS
53
Pacific Center for Financial Services
California
$33.4M 624,006 +10,126 +2%
FFA
54
First Foundation Advisors
California
$33M 616,797 +276,953 +81%
SAS
55
Sage Advisory Services
Texas
$32.6M 608,755 +21,545 +4%
OC
56
Oakworth Capital
Alabama
$32.4M 605,267 -31,701 -5%
EA
57
Ergawealth Advisors
Illinois
$32.2M 601,411 -12,862 -2%
PA
58
Pinnacle Associates
New York
$32.2M 600,957 +26,930 +5%
Comerica Bank
59
Comerica Bank
Texas
$31.7M 592,706 +592,706 New
PCIA
60
Prime Capital Investment Advisors
Kansas
$31.7M 592,642 -123,270 -17%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$31.2M 583,184 +583,184 New
MFG
62
Magnus Financial Group
New York
$30.6M 571,512 -887 -0.2%
AAS
63
Avantax Advisory Services
Texas
$30.2M 563,064 +393,245 +232%
FPGK
64
Financial Partners Group (Kansas)
Kansas
$28.8M 540,268 +20,979 +4%
CTC
65
Central Trust Company
Missouri
$28.5M 531,654 +32,441 +6%
CG
66
CFO4Life Group
Texas
$28M 522,975 +25,820 +5%
GL
67
Graypoint LLC
New York
$27.9M 520,673 +68,258 +15%
KCM
68
Kathmere Capital Management
Pennsylvania
$27.7M 518,071 +25,133 +5%
KAS
69
Kestra Advisory Services
Texas
$26.8M 500,851 +35,524 +8%
EFH
70
Eaton Financial Holdings
Florida
$26.8M 499,758 -27,587 -5%
LFG
71
Leverty Financial Group
Wisconsin
$26.2M 489,281 +175,340 +56%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$25.2M 470,101 -51,484 -10%
SPIA
73
Steward Partners Investment Advisory
New York
$25.1M 468,378 +48,190 +11%
PFS
74
Prospera Financial Services
Texas
$24.6M 459,378 +51,833 +13%
BFG
75
Bouchey Financial Group
New York
$24.5M 456,968 +6,037 +1%