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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 %
FFA
101
First Foundation Advisors
California
$15.7M 288,369 +129,378 +81%
IAN
102
Integrated Advisors Network
Texas
$15.4M 282,256 +114 +0%
MA
103
MJP Associates
Connecticut
$15.4M 282,128 +208,791 +285%
DBT
104
Dubuque Bank & Trust
Iowa
$14.8M 270,247 -20,209 -7%
PWMAG
105
Pinnacle Wealth Management Advisory Group
New Jersey
$14.5M 265,053 -46,989 -15%
CCA
106
Childress Capital Advisors
Texas
$14.3M 262,481 +12,458 +5%
DAM
107
Derbend Asset Management
Georgia
$14.3M 261,079 +15,059 +6%
TFA
108
Teamwork Financial Advisors
Texas
$14M 255,638 +238,889 +1,426%
SSB
109
Sandy Spring Bank
Maryland
$13.8M 251,869 +27,533 +12%
IWC
110
Integrated Wealth Concepts
Massachusetts
$13.6M 249,602 +27,547 +12%
Mariner
111
Mariner
Kansas
$12.8M 233,651 +109,847 +89%
TW
112
Transform Wealth
Colorado
$12.7M 232,957 +226,526 +3,522%
HIP
113
HUB Investment Partners
Texas
$12.3M 225,168 +54,697 +32%
Koshinski Asset Management
114
Koshinski Asset Management
Illinois
$11.6M 212,114 +15,837 +8%
CB
115
Community Bank
New York
$11.4M 209,481 +30,931 +17%
MS
116
Madden Securities
Texas
$11.3M 207,714 +37,690 +22%
SI
117
Stephens Inc
Arkansas
$11.2M 205,047 +45,172 +28%
CFG
118
Carr Financial Group
Massachusetts
$11.2M 204,429 +50,256 +33%
DAS
119
Dynamic Advisor Solutions
Arizona
$11.2M 204,253 +14,625 +8%
CCB
120
Country Club Bank
Missouri
$11.1M 204,139 +35,417 +21%
HCM
121
Hudson Capital Management
New Jersey
$11M 202,014 +7,987 +4%
ACG
122
Allen Capital Group
Nebraska
$10.9M 200,297 +200,297 New
AP
123
Americana Partners
Texas
$10.9M 199,738 +199,738 New
JIP
124
Jaffetilchin Investment Partners
Florida
$10.5M 192,905 +7,168 +4%
Brown Advisory
125
Brown Advisory
Maryland
$10.5M 191,850 -6,772 -3%
3 4
5
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