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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 %
ADL
726
Asset Dedication LLC
California
$11K – – –
FDCDDQ
727
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.9K -$24.6K -450 -69%
BBPWM
728
Blue Bell Private Wealth Management
Pennsylvania
$10.9K – – –
MLA
729
MB, Levis & Associates
Pennsylvania
$10.9K +$10.9K +200 New
GIA
730
Goodwin Investment Advisory
Georgia
$10.9K +$10.9K +200 New
MIM
731
Macroview Investment Management
Maryland
$10.2K +$5.07K +93 +99%
BWM
732
BerganKDV Wealth Management
Minnesota
$10.2K +$10.2K +186 New
TWA
733
TCI Wealth Advisors
Arizona
$9.8K -$13.7K -251 -58%
IWP
734
IAG Wealth Partners
Wisconsin
$9.66K +$9.66K +177 New
PFBT
735
Parkside Financial Bank & Trust
Missouri
$9.45K – – –
UB
736
UMB Bank
Missouri
$7.04K +$7.04K +129 New
HGERS
737
Householder Group Estate & Retirement Specialist
Arizona
$7K +$7K +130 New
BF
738
BOK Financial
Oklahoma
$6.55K +$6.55K +120 New
RMC
739
Resources Management Corp
Connecticut
$6K -$26.3K -285 -81%
FMP
740
Financial Management Professionals
Texas
$6K +$104 +2 +2%
EWA
741
EverSource Wealth Advisors
Alabama
$5.61K +$5.61K +103 New
PFG
742
Piershale Financial Group
Illinois
$4.28K +$110 +2 +3%
CFD
743
Creative Financial Designs
Indiana
$4.2K +$2.02K +37 +93%
APC
744
Aspire Private Capital
North Carolina
$4.2K +$4.2K +77 New
OSAM
745
O'Shaughnessy Asset Management
Connecticut
$2.73K +$2.73K +50 New
NRC
746
New Republic Capital
North Carolina
$1.64K +$1.64K +30 New
TC
747
Truvestments Capital
Florida
$985 – – –
HNB
748
Huntington National Bank
Ohio
$874 – – –
AFS
749
Annapolis Financial Services
Maryland
$710 +$710 +13 New
HS
750
Horan Securities
United States
$706 +$217 +4 +44%
28 29
30
31 32