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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.24B
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
3
AWE
Avidian Wealth Enterprises
Texas
$2.28M
4
SPC
Sigma Planning Corp
Michigan
$12.7M
5
AWA
Arete Wealth Advisors
Illinois
$9.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
751
Wealth Alliance
New York
$206K +$206K +3,716 New
AFC
752
AFT Forsyth & Company
Florida
$206K +$206K +3,715 New
MSFS
753
Main Street Financial Solutions
Pennsylvania
$205K +$387 +7 +0.2%
JWA
754
JFS Wealth Advisors
Pennsylvania
$204K +$4.32K +78 +2%
SEP
755
Southland Equity Partners
Missouri
$204K +$204K +3,683 New
CAAM
756
Cornerstone Advisors Asset Management
Pennsylvania
$202K +$202K +3,654 New
SWA
757
Stratos Wealth Advisors
Ohio
$201K +$201K +3,635 New
WCA
758
Westover Capital Advisors
Delaware
$201K -$12.4K -225 -6%
MA
759
MONECO Advisors
Connecticut
$201K +$201K +3,626 New
CIA
760
Choate Investment Advisors
Massachusetts
$198K +$198K +3,575 New
AWA
761
Alaska Wealth Advisors
Alaska
$187K -$3.98K -72 -2%
EBA
762
Eagle Bay Advisors
New York
$178K – – –
Citadel Advisors
763
Citadel Advisors
Florida
$172K -$357K -6,456 -67%
PTC
764
Private Trust Company
Ohio
$165K – – –
CWA
765
Core Wealth Advisors
Florida
$160K -$315K -5,701 -66%
VWM
766
Venturi Wealth Management
Texas
$158K -$194K -3,500 -55%
AIC
767
Archer Investment Corporation
Indiana
$146K +$55 +1 +0%
HT
768
Headlands Technologies
Illinois
$136K +$117K +2,108 +609%
ACM
769
Antonetti Capital Management
Florida
$133K -$99.6K -1,800 -43%
AAP
770
Arax Advisory Partners
Colorado
$126K – – –
CFD
771
Creative Financial Designs
Indiana
$125K +$121K +2,186 +2,839%
RG
772
Retirement Group
California
$124K +$35.7K +646 +41%
PCA
773
Providence Capital Advisors
North Carolina
$124K +$124K +2,236 New
FA
774
Fiduciary Alliance
South Carolina
$121K +$121K +2,183 New
FWA
775
FSC Wealth Advisors
New York
$119K -$19.4K -350 -14%
29 30
31
32 33