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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.

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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.24B
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
3
AWE
Avidian Wealth Enterprises
Texas
$2.28M
4
SPC
Sigma Planning Corp
Michigan
$12.7M
5
AWA
Arete Wealth Advisors
Illinois
$9.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
126
Investment Advisory Services
Texas
$13.1M +$3M +54,250 +30%
BCI
127
Brinker Capital Investments
Pennsylvania
$13.1M +$4.93M +89,048 +60%
OPS
128
Orion Portfolio Solutions
Nebraska
$13.1M +$4.93M +89,048 +60%
Mariner
129
Mariner
Kansas
$13M +$49.7K +898 +0.4%
SPC
130
Sigma Planning Corp
Michigan
$12.7M -$11.7M -211,043 -48%
IAIM
131
International Assets Investment Management
Florida
$12.7M +$3.86M +70,933 +44%
CCB
132
Country Club Bank
Missouri
$12.5M +$1.27M +23,038 +11%
ACG
133
Allen Capital Group
Nebraska
$12.3M +$1.22M +22,093 +11%
SWM
134
Spire Wealth Management
Virginia
$12.1M +$1.67M +30,269 +16%
TFA
135
Teamwork Financial Advisors
Texas
$12.1M -$2.06M -37,217 -15%
DAS
136
Dynamic Advisor Solutions
Arizona
$11.9M +$607K +10,970 +5%
MFP
137
Meridian Financial Partners
Virginia
$11.8M +$9.13M +163,955 +346%
CFG
138
Carr Financial Group
Massachusetts
$11.8M +$441K +7,965 +4%
IHWM
139
Iron Horse Wealth Management
Iowa
$11.7M +$11.6M +209,592 +11,922%
SCA
140
St. Clair Advisors
Ohio
$11.6M +$3.49M +63,008 +43%
CB
141
Community Bank
New York
$11.6M +$5.81K +105 +0.1%
MS
142
Madden Securities
Texas
$11.5M +$48.9K +884 +0.4%
HCM
143
Hudson Capital Management
New Jersey
$11.5M +$342K +6,177 +3%
HWAM
144
Hennion & Walsh Asset Management
New Jersey
$11.5M +$3.2M +57,834 +39%
USCWA
145
U.S. Capital Wealth Advisors
Texas
$11.3M +$2.11M +38,200 +23%
CSPAM
146
Cary Street Partners Asset Management
Virginia
$11.3M +$795K +14,371 +8%
RCA
147
Reitz Capital Advisors
Michigan
$11M +$1.04M +18,797 +10%
ASN
148
Advisory Services Network
Georgia
$10.9M +$1.96M +35,343 +22%
JIP
149
Jaffetilchin Investment Partners
Florida
$10.9M +$206K +3,725 +2%
CCP
150
Cassia Capital Partners
North Carolina
$10.8M +$10.8M +194,771 New
4 5
6
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