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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 %
CCT
726
Capital City Trust
Florida
$247K +$247K +4,472 New
CA
727
Carson Advisory
Georgia
$246K +$4.1K +74 +2%
SG
728
StoneX Group
New York
$246K -$2.6K -47 -1%
EIP
729
Easterly Investment Partners
Massachusetts
$246K +$246K +4,441 New
SEI Investments
730
SEI Investments
Pennsylvania
$245K +$245K +4,425 New
CP
731
Coho Partners
Pennsylvania
$243K +$243K +4,388 New
PJSIMP
732
P.J. Schmidt Investment Management (PJS)
Wisconsin
$241K +$241K +4,323 New
CCM
733
Coldstream Capital Management
Washington
$239K +$239K +4,318 New
FF
734
Fluent Financial
Texas
$238K +$238K +4,306 New
DPI
735
Diversified Portfolios Inc
Michigan
$236K +$236K +4,261 New
FAG
736
Fortitude Advisory Group
Washington
$236K +$236K +4,257 New
FFM
737
Forum Financial Management
Illinois
$232K -$52.6K -951 -19%
FFG
738
Fortem Financial Group
California
$226K -$19.1K -346 -8%
SFS
739
Security Financial Services
Indiana
$224K +$5.42K +98 +2%
CT
740
Colonial Trust
South Carolina
$223K +$98.9K +1,800 +80%
EWM
741
Empirical Wealth Management
Washington
$221K +$221K +3,991 New
LNWTC
742
Laird Norton Wetherby Trust Company
Washington
$221K -$9.52K -172 -4%
EWA
743
Etesian Wealth Advisors
Oregon
$219K +$219K +3,964 New
CFS
744
CRA Financial Services
New Jersey
$218K +$218K +3,944 New
FPWM
745
FSB Premier Wealth Management
Iowa
$211K +$211K +3,805 New
QCIG
746
Quad-Cities Investment Group
Iowa
$210K +$3.43K +62 +2%
SEEDPG
747
S.E.E.D. Planning Group
New York
$210K – – –
IA
748
IAM Advisory
Pennsylvania
$210K -$393K -7,105 -65%
MAM
749
Marotta Asset Management
Virginia
$209K +$209K +3,773 New
FVWA
750
Foster Victor Wealth Advisors
South Carolina
$209K +$209K +3,797 New
28 29
30
31 32