JEPI icon

JPMorgan Equity Premium Income ETF

525 hedge funds and large institutions have $5.99B invested in JPMorgan Equity Premium Income ETF in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 312 increasing their positions, 79 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+66
Holders Change %
+14.38%
% of All Funds
9.08%
Holding in Top 10
66
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+60.98%
% of All Funds
1.14%
New
102
Increased
312
Reduced
79
Closed
34
Calls
$13M
Puts
$8.49M
Net Calls
+$4.53M
Net Calls Change
+$2.34M
Name Holding Trade Value Shares
Change
Shares
Change %
CWS
151
Confluence Wealth Services
Pennsylvania
$4.03M +$3.81M +74,304 +1,688%
UCFA
152
United Capital Financial Advisors
Texas
$4.03M +$847K +16,537 +27%
FH
153
FWG Holdings
Florida
$3.95M +$3.95M +77,056 New
CF
154
Centaurus Financial
California
$3.94M +$299K +5,836 +8%
CA
155
Cambridge Advisors
Nebraska
$3.88M +$1.64M +32,020 +73%
AAS
156
Avantax Advisory Services
Texas
$3.88M +$1.64M +32,060 +73%
EP
157
Eudaimonia Partners
Tennessee
$3.87M +$12.2K +239 +0.3%
SW
158
SlateStone Wealth
Florida
$3.82M +$404K +7,887 +12%
IAIM
159
International Assets Investment Management
Florida
$3.79M +$3.79M +74,721 New
DWP
160
Destiny Wealth Partners
Florida
$3.79M -$70.7K -1,381 -2%
KPW
161
Kore Private Wealth
New York
$3.75M -$77.6K -1,514 -2%
PCM
162
Pennsylvania Capital Management
Pennsylvania
$3.66M +$840K +16,393 +30%
MA
163
MJP Associates
Connecticut
$3.61M +$87.5K +1,707 +2%
BA
164
Bristlecone Advisors
Washington
$3.6M +$1.08M +21,062 +43%
AFM
165
Andesa Financial Management
Pennsylvania
$3.59M +$2.4M +46,779 +201%
MA
166
MBA Advisors
Pennsylvania
$3.53M +$678K +13,243 +24%
BBL
167
Beck Bode LLC
Massachusetts
$3.49M -$61.2K -1,194 -2%
DE
168
Day & Ennis
Georgia
$3.48M +$273K +5,333 +9%
SWP
169
Summit Wealth Partners
Florida
$3.47M +$575K +11,226 +20%
AI
170
Atria Investments
North Carolina
$3.42M +$198K +3,874 +6%
Qube Research & Technologies (QRT)
171
Qube Research & Technologies (QRT)
United Kingdom
$3.41M +$1.96M +38,269 +135%
MIC
172
Means Investment Company
Maine
$3.35M -$61K -1,191 -2%
MC
173
Moors & Cabot
Massachusetts
$3.27M +$991K +19,338 +43%
ACA
174
Aptus Capital Advisors
Alabama
$3.27M +$2.09M +40,764 +177%
KPWS
175
Kestra Private Wealth Services
Texas
$3.26M +$1.43M +27,965 +78%