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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

644 hedge funds and large institutions have $17.4B invested in JPMorgan Equity Premium Income ETF in 2022 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 358 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+119
Holders Change %
+22.67%
% of All Funds
10.39%
Holding in Top 10
107
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+62.12%
% of All Funds
1.73%
New
154
Increased
358
Reduced
100
Closed
26
Calls
$52.5M
Puts
$17.1M
Net Calls
+$35.4M
Net Calls Change
+$30.9M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$8.92B
2
Bank of America
2
Bank of America
North Carolina
$1.04B
3
Morgan Stanley
3
Morgan Stanley
New York
$1.15B
4
Wells Fargo
4
Wells Fargo
California
$479M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$226M

Top Sellers

1
CIA
1
Compass Ion Advisors
Pennsylvania
$46M
2
JIP
2
Jaffetilchin Investment Partners
Florida
$10.1M
3
RCM
3
Requisite Capital Management
Texas
$103M
4
PWM
4
Prentice Wealth Management
New York
$6.5M
5
ACG
5
Allen Capital Group
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
76
Prospera Financial Services
Texas
$17.8M +$10.7M +195,497 +150%
FANJ
77
Financial Architects (New Jersey)
New Jersey
$17.6M +$2.67M +49,021 +18%
CSPIA
78
Cary Street Partners Investment Advisory
Virginia
$17.6M +$553K +10,145 +3%
DOA
79
D'Orazio & Associates
Virginia
$17.5M -$5.37M -98,581 -24%
BPWM
80
Badgley Phelps Wealth Managers
Washington
$17M -$2.77M -50,916 -14%
FFA
81
Fragasso Financial Advisors
Pennsylvania
$17M +$14.8M +271,919 +667%
PWMAG
82
Pinnacle Wealth Management Advisory Group
New Jersey
$17M +$3.7M +67,964 +28%
BWP
83
Bernardo Wealth Planning
Pennsylvania
$16.9M +$16.5M +302,180 +4,182%
SF
84
Synovus Financial
Georgia
$16.7M +$2.68M +49,143 +19%
CWS
85
Confluence Wealth Services
Pennsylvania
$16M +$11.7M +214,534 +273%
CAI
86
Capital Advisors Inc
Oklahoma
$15.8M +$15.8M +290,756 New
DBT
87
Dubuque Bank & Trust
Iowa
$15.8M +$2.07M +37,981 +15%
GL
88
Graypoint LLC
New York
$15.7M +$8.52M +156,376 +119%
LJCM
89
Lee Johnson Capital Management
Texas
$15.4M +$15.4M +283,485 New
IAN
90
Integrated Advisors Network
Texas
$15.4M +$4.23M +77,605 +38%
LFG
91
Leverty Financial Group
Wisconsin
$15.3M +$15.3M +281,477 New
SFBLI
92
Southern Farm Bureau Life Insurance
Mississippi
$14.9M – – –
TWM
93
Tradition Wealth Management
Minnesota
$14.9M +$3.37M +61,825 +29%
LWAC
94
Laurel Wealth Advisors (California)
California
$14.3M +$1.02M +18,637 +8%
SPIA
95
Steward Partners Investment Advisory
New York
$13.8M +$1.92M +35,185 +16%
CCA
96
Childress Capital Advisors
Texas
$13.6M +$3.77M +69,177 +38%
DAM
97
Derbend Asset Management
Georgia
$13.4M +$1.17M +21,466 +10%
PP
98
Patten & Patten
Tennessee
$13.2M +$1.61M +29,545 +14%
OPAM
99
Ocean Park Asset Management
California
$12.9M +$12.9M +237,000 New
CSPAM
100
Cary Street Partners Asset Management
Virginia
$12.9M +$1.8M +32,985 +16%
2 3
4
5 6