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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

752 hedge funds and large institutions have $10.7B invested in JPMorgan Equity Premium Income ETF in 2023 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 457 increasing their positions, 103 reducing their positions, and 37 closing their positions.

Holders
752
Holders Change
+108
Holders Change %
+16.77%
% of All Funds
12.04%
Holding in Top 10
119
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.21%
% of All Funds
1.9%
New
163
Increased
457
Reduced
103
Closed
37
Calls
$28.9M
Puts
$18.9M
Net Calls
+$9.98M
Net Calls Change
-$25.4M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.45B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.38B
3
Bank of America
3
Bank of America
North Carolina
$1.26B
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$181M
5
Wells Fargo
5
Wells Fargo
California
$570M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.04M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$23M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$15.8M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$2.1M
5
BPWM
5
Badgley Phelps Wealth Managers
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$20.1M 368,863 +116,361 +46%
JBA
77
Johnson Bixby & Associates
Washington
$19.9M 364,587 -55,882 -13%
TWM
78
Tradition Wealth Management
Minnesota
$19.6M 358,766 +86,203 +32%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$19.5M 356,441 +29,499 +9%
FFA
80
Fragasso Financial Advisors
Pennsylvania
$19.1M 349,459 +36,790 +12%
OPAM
81
Ocean Park Asset Management
California
$18.8M 345,100 +108,100 +46%
SF
82
Synovus Financial
Georgia
$18.7M 342,798 +36,233 +12%
NWM
83
NEIRG Wealth Management
Massachusetts
$18.6M 341,191 +12,417 +4%
BWP
84
Bernardo Wealth Planning
Pennsylvania
$18.4M 337,507 +28,102 +9%
SW
85
SlateStone Wealth
Florida
$18.3M 334,637 +168,632 +102%
CSPIA
86
Cary Street Partners Investment Advisory
Virginia
$18.2M 333,368 +10,649 +3%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$18.2M 332,876 +178,017 +115%
AWA
88
Arete Wealth Advisors
Illinois
$18.1M 331,620 +167,890 +103%
FANJ
89
Financial Architects (New Jersey)
New Jersey
$18.1M 331,564 +8,375 +3%
CWS
90
Confluence Wealth Services
Pennsylvania
$18.1M 330,718 +37,479 +13%
WWM
91
Wagner Wealth Management
South Carolina
$17.9M 328,543 +161,979 +97%
SHFP
92
Second Half Financial Partners
Florida
$17.7M 324,774 -4,022 -1%
PP
93
Patten & Patten
Tennessee
$17.7M 324,676 +82,948 +34%
DOA
94
D'Orazio & Associates
Virginia
$17.6M 322,193 +2,106 +0.7%
MA
95
Mutual Advisors
Nebraska
$17.4M 318,711 -39,946 -11%
CAWM
96
Capital Advisors Wealth Management
Washington
$16.8M 308,199 -135,319 -31%
EPA
97
Element Pointe Advisors
Florida
$16.5M 302,990 +302,990 New
LFG
98
Leverty Financial Group
Wisconsin
$16.4M 299,756 +18,279 +6%
GA
99
Goldstein Advisors
Wisconsin
$16.2M 296,121 +296,121 New
PCIA
100
Prime Capital Investment Advisors
Kansas
$15.8M 288,960 -407,771 -59%
2 3
4
5 6