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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.

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 %
WCP
101
Wick Capital Partners
Pennsylvania
$12.6M +$2.12M +38,846 +20%
SSB
102
Sandy Spring Bank
Maryland
$12.2M +$5.04M +92,491 +70%
SA
103
Stewardship Advisors
Pennsylvania
$12.2M +$12.2M +223,478 New
IWC
104
Integrated Wealth Concepts
Massachusetts
$12.1M +$2.74M +50,232 +29%
AWM
105
AE Wealth Management
Kansas
$11.5M +$7M +128,479 +154%
ASN
106
Advisory Services Network
Georgia
$11.3M +$2.09M +38,285 +23%
FF
107
Financial Futures
New Jersey
$11M -$477K -8,750 -4%
Brown Advisory
108
Brown Advisory
Maryland
$10.8M +$4.24M +77,822 +64%
Koshinski Asset Management
109
Koshinski Asset Management
Illinois
$10.7M +$4.43M +81,253 +71%
HCM
110
Hudson Capital Management
New Jersey
$10.6M +$586K +10,748 +6%
BIP
111
Bouvel Investment Partners
Pennsylvania
$10.4M -$1.09K -20 -0%
DAS
112
Dynamic Advisor Solutions
Arizona
$10.3M +$997K +18,297 +11%
JIP
113
Jaffetilchin Investment Partners
Florida
$10.1M -$9.81M -179,997 -49%
ARG
114
Advisory Resource Group
Oklahoma
$9.75M +$54.2K +995 +0.6%
CB
115
Community Bank
New York
$9.73M +$4.21M +77,205 +76%
RCA
116
Reitz Capital Advisors
Michigan
$9.46M +$1.75M +32,177 +23%
HIP
117
HUB Investment Partners
Texas
$9.29M +$1.58M +29,015 +21%
MS
118
Madden Securities
Texas
$9.26M +$7.15M +131,149 +337%
CCB
119
Country Club Bank
Missouri
$9.19M +$1.99M +36,553 +28%
WWM
120
Wagner Wealth Management
South Carolina
$9.08M +$3.51M +64,475 +63%
SW
121
SlateStone Wealth
Florida
$9.05M +$4.98M +91,478 +123%
LSPW
122
Lake Street Private Wealth
Illinois
$8.88M +$761K +13,925 +9%
CFG
123
Cooper Financial Group
California
$8.75M +$3.07M +56,327 +54%
SI
124
Stephens Inc
Arkansas
$8.71M +$2.1M +38,562 +32%
AGA
125
Accuvest Global Advisors
Utah
$8.69M +$4.27M +78,395 +97%
3 4
5
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