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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 %
HWAM
151
Hennion & Walsh Asset Management
New Jersey
$8.16M +$8.16M +149,434 New
CFO
152
CVA Family Office
Colorado
$8.05M -$9.28K -170 -0.1%
BCI
153
Brinker Capital Investments
Pennsylvania
$8.05M +$3.38M +61,919 +72%
OPS
154
Orion Portfolio Solutions
Nebraska
$8.05M +$6.85M +125,511 +572%
SCA
155
St. Clair Advisors
Ohio
$8.03M +$8.03M +147,086 New
AAS
156
Avantax Advisory Services
Texas
$8M +$1.61M +29,469 +25%
SFP
157
Sandbox Financial Partners
Maryland
$7.84M +$835K +15,291 +12%
TLP
158
Trinity Legacy Partners
Texas
$7.8M +$503K +9,206 +7%
ATC
159
Argent Trust Co
Tennessee
$7.75M +$5.76M +105,480 +289%
CAG
160
Curtis Advisory Group
California
$7.72M +$1.18M +21,561 +18%
FH
161
FWG Holdings
Florida
$7.64M +$1.03M +18,877 +16%
SC
162
Scotia Capital
Ontario, Canada
$7.61M +$293K +5,364 +4%
CWA
163
Consilium Wealth Advisory
Texas
$7.35M +$1.81M +33,138 +33%
SW
164
StrongBox Wealth
Missouri
$7.34M +$657K +12,033 +10%
RIL
165
Rothschild Investment LLC
Illinois
$7.33M +$820K +15,022 +13%
AC
166
Avestar Capital
New York
$7.01M +$1.17M +21,416 +20%
VWA
167
Visionary Wealth Advisors
Illinois
$6.93M +$1.13M +20,664 +19%
CWM
168
Centurion Wealth Management
Virginia
$6.86M +$1.37M +25,130 +25%
KWM
169
Kingsview Wealth Management
Oregon
$6.83M +$699K +12,795 +11%
CF
170
Copperwynd Financial
Arizona
$6.8M +$6.58M +120,429 +2,964%
BFA
171
Beacon Financial Advisory
Ohio
$6.77M +$1.69M +30,954 +33%
CF
172
Centaurus Financial
California
$6.76M +$3.51M +64,337 +108%
MW
173
MBL Wealth
North Carolina
$6.72M +$428K +7,831 +7%
HW
174
Hedeker Wealth
Illinois
$6.62M +$6.62M +121,222 New
WCP
175
Wick Capital Partners
Pennsylvania
$6.56M -$6.03M -110,526 -48%
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