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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.75B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$296M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$411M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$82.3M
5
CA
5
Clearstead Advisors
Ohio
$119M

Top Sellers

1
PG
1
Prostatis Group
Maryland
$2.14M
2
MW
2
Marks Wealth
Maryland
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.15B
4
CIA
4
Compass Ion Advisors
Pennsylvania
$1.53M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
776
Annex Advisory Services
Wisconsin
$230K +$230K +4,301 New
AWM
777
Accurate Wealth Management
Florida
$229K +$229K +4,257 New
MFG
778
Merit Financial Group
Georgia
$229K +$229K +4,274 New
NL
779
NWAM LLC
Washington
$229K -$31.1K -581 -12%
FAG
780
Fortitude Advisory Group
Washington
$228K – – –
AFA
781
American Financial Advisors
Georgia
$222K +$222K +4,148 New
FFG
782
Fortem Financial Group
California
$219K – – –
Ameriprise
783
Ameriprise
Minnesota
$217K +$217K +4,056 New
ACM
784
Academy Capital Management
Texas
$212K +$212K +3,953 New
CT
785
Coastline Trust
Rhode Island
$211K -$70K -1,307 -25%
WA
786
Wealth Alliance
New York
$211K +$11.5K +214 +6%
FPWM
787
FSB Premier Wealth Management
Iowa
$209K +$4.82K +90 +2%
QCIG
788
Quad-Cities Investment Group
Iowa
$208K +$4.77K +89 +2%
MA
789
MONECO Advisors
Connecticut
$208K +$14K +261 +7%
MWM
790
Modera Wealth Management
New Jersey
$207K +$207K +3,867 New
FTUS
791
Flow Traders U.S.
New York
$204K +$204K +3,803 New
SEEDPG
792
S.E.E.D. Planning Group
New York
$204K – – –
NGA
793
Naples Global Advisors
Florida
$203K +$203K +3,790 New
SW
794
Solidarity Wealth
Utah
$203K +$203K +3,789 New
ICG
795
InterOcean Capital Group
Tennessee
$202K -$72.9K -1,361 -27%
MAM
796
Milestone Asset Management
Pennsylvania
$202K +$202K +3,815 New
KWS
797
Keystone Wealth Services
California
$201K +$201K +3,753 New
JWA
798
JFS Wealth Advisors
Pennsylvania
$201K +$3.37K +63 +2%
CIA
799
Choate Investment Advisors
Massachusetts
$191K – – –
BCM
800
BluePath Capital Management
Georgia
$187K +$187K +3,487 New
30 31
32
33 34