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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 %
RPCA
826
Running Point Capital Advisors
California
$15.3K +$15.3K +276 New
CWA
827
Clearview Wealth Advisors
Oregon
$13.8K – – –
DI
828
Disciplined Investments
Oklahoma
$13.3K – – –
MIM
829
Macroview Investment Management
Maryland
$11.9K +$1.6K +29 +16%
VCM
830
Versant Capital Management
Arizona
$11.3K +$11.3K +204 New
FDCDDQ
831
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.1K – – –
GIA
832
Goodwin Investment Advisory
Georgia
$11.1K – – –
CAS
833
Coppell Advisory Solutions
Texas
$11K +$11K +200 New
PFBT
834
Parkside Financial Bank & Trust
Missouri
$9.57K – – –
FCT
835
First Community Trust
Iowa
$8.08K +$8.08K +146 New
WT
836
Washington Trust
Rhode Island
$7.97K +$7.97K +144 New
CFFP
837
Center for Financial Planning
Michigan
$7.75K +$7.75K +140 New
Fidelity Investments
838
Fidelity Investments
Massachusetts
$7.69K -$5.26K -95 -41%
BF
839
BOK Financial
Oklahoma
$6.64K – – –
GWS
840
Glassman Wealth Services
Virginia
$6.58K +$6.58K +119 New
FMP
841
Financial Management Professionals
Texas
$6K +$103 +2 +2%
MLA
842
MB, Levis & Associates
Pennsylvania
$5.53K -$5.53K -100 -50%
PFG
843
Piershale Financial Group
Illinois
$4.44K +$111 +2 +3%
APC
844
Aspire Private Capital
North Carolina
$4.26K – – –
BTI
845
Blue Trust Inc
Georgia
$3K -$108K -2,153 -97%
TC
846
Truvestments Capital
Florida
$2.91K +$1.92K +35 +194%
OSAM
847
O'Shaughnessy Asset Management
Connecticut
$2.77K – – –
GJIA
848
Glass Jacobson Investment Advisors
Maryland
$2.77K +$2.77K +50 New
PO
849
Private Ocean
California
$1.99K +$1.99K +36 New
HNB
850
Huntington National Bank
Ohio
$885 -$874 – –
32 33
34
35 36