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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.

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 Market Value Shares Shares
Change 		Shares
Change %
FFM
926
Forum Financial Management
Illinois
– – -4,186 Closed
SFS
927
Security Financial Services
Indiana
– – -4,047 Closed
EWM
928
Empirical Wealth Management
Washington
– – -3,991 Closed
LNWTC
929
Laird Norton Wetherby Trust Company
Washington
– – -3,989 Closed
MAM
930
Marotta Asset Management
Virginia
– – -3,773 Closed
CAAM
931
Cornerstone Advisors Asset Management
Pennsylvania
– – -3,654 Closed
WCA
932
Westover Capital Advisors
Delaware
– – -3,631 Closed
PCA
933
Providence Capital Advisors
North Carolina
– – -2,236 Closed
FA
934
Fiduciary Alliance
South Carolina
– – -2,183 Closed
VAG
935
VisionPoint Advisory Group
Texas
– – -1,474 Closed
JFGIW
936
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– – -1,230 Closed
SF
937
Safeguard Financial
Wisconsin
– – -974 Closed
AWM
938
Abound Wealth Management
Tennessee
– – -841 Closed
CLOS
939
Compagnie Lombard Odier SCmA
Switzerland
– – -810 Closed
ADL
940
Asset Dedication LLC
California
– – -766 Closed
FGAM
941
Financial Gravity Asset Management
Texas
– – -500 Closed
MCM
942
Manchester Capital Management
Vermont
– – -495 Closed
FM
943
Family Management
New York
– – -455 Closed
CWA
944
Clearview Wealth Advisors
Oregon
– – -250 Closed
DI
945
Disciplined Investments
Oklahoma
– – -240 Closed
VCM
946
Versant Capital Management
Arizona
– – -204 Closed
CAS
947
Coppell Advisory Solutions
Texas
– – -200 Closed
WT
948
Washington Trust
Rhode Island
– – -144 Closed
CFFP
949
Center for Financial Planning
Michigan
– – -140 Closed
TC
950
Truvestments Capital
Florida
– – -53 Closed
35 36 37
38
39