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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
JPMorgan Chase & Co
New York
$1.45B
2
Morgan Stanley
Morgan Stanley
New York
$1.38B
3
Bank of America
Bank of America
North Carolina
$1.26B
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$181M
5
Wells Fargo
Wells Fargo
California
$570M

Top Sellers

1
Jane Street
Jane Street
New York
$4.04M
2
Corient Private Wealth
Corient Private Wealth
Florida
$23M
3
PCIA
Prime Capital Investment Advisors
Kansas
$15.8M
4
BFA
Beaumont Financial Advisors
Massachusetts
$2.1M
5
BPWM
Badgley Phelps Wealth Managers
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
751
Armor Investment Advisors
North Carolina
$273 +$273 +5 New
IRC
752
Investors Research Corp
Georgia
$218 +$218 +4 New
BPWM
753
Badgley Phelps Wealth Managers
Washington
– -$17M -312,808 Closed
SFBLI
754
Southern Farm Bureau Life Insurance
Mississippi
– -$14.9M -273,450 Closed
BBHC
755
Brown Brothers Harriman & Co
New York
– -$7.89M -144,825 Closed
BC
756
Bricktown Capital
Michigan
– -$4.09M -75,000 Closed
BIP
757
Blue Investment Partners
California
– -$3.82M -70,136 Closed
SIM
758
Stratos Investment Management
Ohio
– -$3.63M -66,698 Closed
NCG
759
Newport Capital Group
New Jersey
– -$1.63M -29,903 Closed
Qube Research & Technologies (QRT)
760
Qube Research & Technologies (QRT)
United Kingdom
– -$1.35M -24,787 Closed
Millennium Management
761
Millennium Management
New York
– -$1.12M -20,469 Closed
TI
762
Truepoint Inc
Ohio
– -$1.07M -19,651 Closed
SFA
763
Souders Financial Advisors
Ohio
– -$550K -10,096 Closed
AWA
764
Aletheian Wealth Advisors
Washington
– -$545K -10,000 Closed
BL
765
Balentine LLC
Georgia
– -$545K -10,000 Closed
CA
766
Calton & Associates
Florida
– -$434K -7,962 Closed
AA
767
Altman Advisors
Illinois
– -$439K -7,911 Closed
CWM
768
C2C Wealth Management
Arizona
– -$385K -7,034 Closed
VAFP
769
Vahanian & Associates Financial Planning
New York
– -$360K -6,605 Closed
BTWM
770
Baker Tilly Wealth Management
Wisconsin
– -$324K -5,950 Closed
ESB
771
Essex Savings Bank
Connecticut
– -$305K -5,595 Closed
CS
772
Credit Suisse
Switzerland
– -$301K -5,529 Closed
Ameriprise
773
Ameriprise
Minnesota
– -$295K -5,409 Closed
CFO
774
Collective Family Office
Pennsylvania
– -$278K -5,100 Closed
WI
775
Wintrust Investments
Illinois
– -$276K -5,058 Closed
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