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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 %
IAS
126
Investment Advisory Services
Texas
$12.4M 232,041 -5,473 -2%
MBTD
127
Mechanics Bank - Trust Department
California
$12.4M 230,892 +39,460 +21%
ASN
128
Advisory Services Network
Georgia
$12.1M 225,767 +28,566 +14%
JBA
129
Johnson Bixby & Associates
Washington
$12M 224,757 -150,168 -40%
CSPAM
130
Cary Street Partners Asset Management
Virginia
$12M 223,561 +19,741 +10%
MS
131
Madden Securities
Texas
$11.9M 221,599 +13,001 +6%
BCI
132
Brinker Capital Investments
Pennsylvania
$11.8M 220,880 -15,608 -7%
OPS
133
Orion Portfolio Solutions
Nebraska
$11.8M 220,880 -15,608 -7%
HWAM
134
Hennion & Walsh Asset Management
New Jersey
$11.8M 220,384 +13,116 +6%
MFP
135
Meridian Financial Partners
Virginia
$11.7M 220,879 +9,521 +5%
IHWM
136
Iron Horse Wealth Management
Iowa
$11.6M 216,219 +4,869 +2%
HCM
137
Hudson Capital Management
New Jersey
$11.5M 214,258 +6,067 +3%
CFG
138
Cooper Financial Group
California
$11.4M 213,728 +25,634 +14%
RCA
139
Reitz Capital Advisors
Michigan
$11.4M 212,815 +13,189 +7%
DOA
140
D'Orazio & Associates
Virginia
$11.3M 210,769 -72,236 -26%
CCA
141
Childress Capital Advisors
Texas
$11.3M 210,335 -53,403 -20%
CB
142
Community Bank
New York
$11.2M 209,731 +145 +0.1%
DAS
143
Dynamic Advisor Solutions
Arizona
$11M 206,075 -9,148 -4%
JIP
144
Jaffetilchin Investment Partners
Florida
$10.8M 201,251 +4,621 +2%
PA
145
PFG Advisors
Arizona
$10.8M 201,100 +8,428 +4%
ATC
146
Argent Trust Co
Tennessee
$10.7M 199,960 +33,195 +20%
CIA
147
Caerus Investment Advisors
Texas
$10.6M 197,367 +162,036 +459%
GWMIA
148
Global Wealth Management Investment Advisory
Florida
$10.6M 197,141 +59,262 +43%
PIWA
149
Prevail Innovative Wealth Advisors
Kansas
$10.5M 195,509 +10,333 +6%
FGG
150
Financial Guidance Group
Florida
$10.4M 194,894 +5,099 +3%
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