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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.

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
1
Morgan Stanley
New York
$1.61B
2
Bank of America
2
Bank of America
North Carolina
$1.44B
3
MW
3
Marks Wealth
Maryland
$86.4M
4
RIG
4
RiverFront Investment Group
Virginia
$123M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$340M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.24B
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$0
3
AWE
3
Avidian Wealth Enterprises
Texas
$2.28M
4
SPC
4
Sigma Planning Corp
Michigan
$12.7M
5
AWA
5
Arete Wealth Advisors
Illinois
$9.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWA
76
Ten Capital Wealth Advisors
Washington
$24.9M -$725K -13,104 -3%
CF
77
Corrigan Financial
Rhode Island
$24.6M +$325K +5,881 +1%
GWANC
78
Guardian Wealth Advisors (North Carolina)
North Carolina
$23.6M +$1.68M +30,358 +8%
APS
79
American Planning Services
Florida
$23.6M +$154K +2,777 +0.7%
SPIA
80
Steward Partners Investment Advisory
New York
$23.2M +$2.84M +51,325 +14%
WWM
81
Wagner Wealth Management
South Carolina
$23.2M +$5.06M +91,407 +28%
FSA
82
Financial Services Advisory
Maryland
$22.9M -$178K -3,212 -0.8%
PFS
83
Prospera Financial Services
Texas
$22.6M +$1.41M +25,537 +7%
Corient Private Wealth
84
Corient Private Wealth
Florida
$22.3M -$1.08M -19,452 -5%
SF
85
Synovus Financial
Georgia
$22.2M +$3.26M +58,902 +17%
CSPIA
86
Cary Street Partners Investment Advisory
Virginia
$21.3M +$2.82M +50,972 +15%
IAN
87
Integrated Advisors Network
Texas
$21.1M +$5.51M +99,667 +35%
TWM
88
Tradition Wealth Management
Minnesota
$20.9M +$1.05M +18,923 +5%
Jane Street
89
Jane Street
New York
$20.8M +$16.7M +301,835 +408%
JBA
90
Johnson Bixby & Associates
Washington
$20.7M +$572K +10,338 +3%
Toronto Dominion Bank
91
Toronto Dominion Bank
Ontario, Canada
$20.7M -$2.76M -50,000 -12%
HWA
92
Hilltop Wealth Advisors
North Carolina
$19.7M +$19.7M +355,588 New
BWP
93
Bernardo Wealth Planning
Pennsylvania
$19.6M +$970K +17,537 +5%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$19.6M -$8.02M -144,872 -29%
FANJ
95
Financial Architects (New Jersey)
New Jersey
$19.6M +$1.25M +22,556 +7%
FFA
96
Fragasso Financial Advisors
Pennsylvania
$19.4M +$58K +1,048 +0.3%
CWS
97
Confluence Wealth Services
Pennsylvania
$19.3M +$989K +17,883 +5%
MA
98
Mutual Advisors
Nebraska
$19.2M +$1.54M +27,887 +9%
OPAM
99
Ocean Park Asset Management
California
$19.2M +$56.3K +1,018 +0.3%
AC
100
Avestar Capital
New York
$19M +$11.9M +215,398 +168%
2 3
4
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