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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 %
HS
851
Horan Securities
United States
$716 – – –
AFG
852
Albion Financial Group
Utah
$443 +$443 +8 New
IRC
853
Investors Research Corp
Georgia
$221 – – –
FGAM
854
Financial Gravity Asset Management
Texas
$28 +$28 +500 New
JPMPWA
855
J.P. Morgan Private Wealth Advisors
California
– -$181M -3,321,921 Closed
VAS
856
Valicenti Advisory Services
New York
– -$4.5M -82,431 Closed
CAM
857
Concorde Asset Management
Michigan
– -$3.04M -55,614 Closed
LCWP
858
Legacy Capital Wealth Partners
Arkansas
– -$2.26M -41,420 Closed
Simplex Trading
859
Simplex Trading
Illinois
– -$1.66M -30,406 Closed
Marshall Wace
860
Marshall Wace
United Kingdom
– -$1.56M -28,537 Closed
MHS
861
M Holdings Securities
Oregon
– -$1.46M -26,688 Closed
UCFA
862
United Capital Financial Advisors
Texas
– -$1.16M -21,180 Closed
KCPG
863
Kavar Capital Partners Group
Kansas
– -$666K -12,200 Closed
BCM
864
Basso Capital Management
Connecticut
– -$598K -10,950 Closed
IWM
865
Iams Wealth Management
Nebraska
– -$473K -8,710 Closed
Wealth Enhancement Advisory Services
866
Wealth Enhancement Advisory Services
Minnesota
– -$430K -7,875 Closed
WMR
867
Wealth Management Resources
Rhode Island
– -$412K -7,542 Closed
EFG
868
Everhart Financial Group
Ohio
– -$385K -7,045 Closed
LSA
869
Lion Street Advisors
Texas
– -$355K -6,500 Closed
PBO
870
Peoples Bank (Ohio)
Ohio
– -$321K -5,882 Closed
WAG
871
Windsor Advisory Group
Ohio
– -$314K -5,752 Closed
AG
872
Ascent Group
Virginia
– -$294K -5,388 Closed
LC
873
Lavaca Capital
Texas
– -$291K -5,332 Closed
WF
874
Wayfinding Financial
Washington
– -$248K -4,553 Closed
AWS
875
Aspen Wealth Strategies
Colorado
– -$242K -4,432 Closed
32 33 34
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