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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.

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

Top Sellers

1
Jane Street
Jane Street
New York
$4.04M
2
Corient Private Wealth
Corient Private Wealth
Florida
$23M
3
PCIA
Prime Capital Investment Advisors
Kansas
$15.8M
4
BFA
Beaumont Financial Advisors
Massachusetts
$2.1M
5
BPWM
Badgley Phelps Wealth Managers
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FGG
126
Financial Guidance Group
Florida
$10.5M +$1.85M +33,890 +22%
FF
127
Financial Futures
New Jersey
$10.4M -$612K -11,207 -6%
BIP
128
Bouvel Investment Partners
Pennsylvania
$10.4M +$7.04K +129 +0.1%
CSPAM
129
Cary Street Partners Asset Management
Virginia
$10.3M -$2.54M -46,547 -20%
SWM
130
Spire Wealth Management
Virginia
$10.3M +$5.73M +104,978 +126%
AC
131
AIFG Consultants
New York
$10.1M +$1.74M +31,904 +21%
IAS
132
Investment Advisory Services
Texas
$10M +$1.74M +31,820 +21%
ARG
133
Advisory Resource Group
Oklahoma
$9.95M +$177K +3,246 +2%
RCA
134
Reitz Capital Advisors
Michigan
$9.87M +$397K +7,262 +4%
LSPW
135
Lake Street Private Wealth
Illinois
$9.79M +$920K +16,856 +10%
JWCA
136
J.W. Cole Advisors
Florida
$9.52M +$3.9M +71,469 +69%
PA
137
PFG Advisors
Arizona
$9.44M +$1.24M +22,720 +15%
CFP
138
Curran Financial Partners
South Carolina
$9.4M +$1.58M +28,935 +20%
CFG
139
Cooper Financial Group
California
$9.36M +$592K +10,844 +7%
OIA
140
OneDigital Investment Advisors
Kansas
$9.15M +$5.4M +98,860 +144%
USCWA
141
U.S. Capital Wealth Advisors
Texas
$9.1M +$3.66M +67,093 +67%
CAL
142
Capital Analysts LLC
Pennsylvania
$8.95M +$523K +9,571 +6%
SWA
143
SFMG Wealth Advisors
Texas
$8.84M +$3.42M +62,546 +63%
ASN
144
Advisory Services Network
Georgia
$8.84M -$2.5M -45,701 -22%
MBTD
145
Mechanics Bank - Trust Department
California
$8.81M +$1.41M +25,769 +19%
IAIM
146
International Assets Investment Management
Florida
$8.66M +$8.66M +162,342 New
BCA
147
Bay Colony Advisors
Massachusetts
$8.54M +$891K +16,433 +12%
OMC
148
Old Mission Capital
Illinois
$8.54M +$8.54M +156,378 New
UW
149
Unique Wealth
Florida
$8.46M +$1.11M +20,317 +15%
ACM
150
Avalon Capital Management
California
$8.41M -$52.1K -955 -0.6%
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