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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

887 hedge funds and large institutions have $12.9B invested in JPMorgan Equity Premium Income ETF in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 526 increasing their positions, 189 reducing their positions, and 63 closing their positions.

Holders
887
Holders Change
+34
Holders Change %
+3.99%
% of All Funds
14.14%
Holding in Top 10
136
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.16%
% of All Funds
2.17%
New
107
Increased
526
Reduced
189
Closed
63
Calls
$43.6M
Puts
$19.4M
Net Calls
+$24.2M
Net Calls Change
+$23.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.75B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$296M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$411M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$82.3M
5
CA
5
Clearstead Advisors
Ohio
$119M

Top Sellers

1
PG
1
Prostatis Group
Maryland
$2.14M
2
MW
2
Marks Wealth
Maryland
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.15B
4
CIA
4
Compass Ion Advisors
Pennsylvania
$1.53M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SF
101
Synovus Financial
Georgia
$18.4M 344,262 -57,438 -14%
JWCA
102
J.W. Cole Advisors
Florida
$18.3M 341,558 +59,997 +21%
SSB
103
Sandy Spring Bank
Maryland
$17.3M 322,662 +36,728 +13%
MA
104
MJP Associates
Connecticut
$17.2M 320,900 +14,516 +5%
GA
105
Goldstein Advisors
Wisconsin
$17M 317,478 +18,625 +6%
Mariner
106
Mariner
Kansas
$16.9M 316,145 +81,596 +35%
PWMAG
107
Pinnacle Wealth Management Advisory Group
New Jersey
$16.8M 313,039 +15,405 +5%
HIP
108
HUB Investment Partners
Texas
$16.7M 312,678 +50,367 +19%
BFA
109
Beaumont Financial Advisors
Massachusetts
$16.7M 311,483 +1,222 +0.4%
Toronto Dominion Bank
110
Toronto Dominion Bank
Ontario, Canada
$16.1M 300,000 -75,000 -20%
DAM
111
Derbend Asset Management
Georgia
$15.9M 297,198 -28,067 -9%
AO
112
Advisor OS
Illinois
$15.7M 294,019 +47,394 +19%
DBT
113
Dubuque Bank & Trust
Iowa
$15.4M 287,299 +8,085 +3%
SIM
114
Stratos Investment Management
Ohio
$14.6M 272,011 +20,810 +8%
SCA
115
St. Clair Advisors
Ohio
$14.5M 270,715 +60,621 +29%
CW
116
Connectus Wealth
Ohio
$14.2M 264,309 +264,309 New
CFG
117
Carr Financial Group
Massachusetts
$13.4M 250,452 +38,058 +18%
USCWA
118
U.S. Capital Wealth Advisors
Texas
$13.3M 248,225 +43,283 +21%
FCI
119
Financial Counselors Inc
Kansas
$13.2M 246,297 +246,297 New
SWM
120
Spire Wealth Management
Virginia
$13.1M 243,653 +24,920 +11%
TFA
121
Teamwork Financial Advisors
Texas
$13M 243,310 +24,889 +11%
BPA
122
Beacon Pointe Advisors
California
$12.9M 240,204 +159,223 +197%
SPC
123
Sigma Planning Corp
Michigan
$12.8M 238,836 +8,712 +4%
CAM
124
Cresset Asset Management
Illinois
$12.7M 237,551 -36,890 -13%
APP
125
Avantax Planning Partners
Iowa
$12.5M 232,651 +232,651 New
3 4
5
6 7