JEPI icon

JPMorgan Equity Premium Income ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
PA
151
PFG Advisors
Arizona
$10.7M +$1.09M +19,740 +11%
MBTD
152
Mechanics Bank - Trust Department
California
$10.6M +$1.66M +30,034 +19%
FGG
153
Financial Guidance Group
Florida
$10.5M -$93.8K -1,696 -0.9%
TFS
154
Thoroughbred Financial Services
Tennessee
$10.4M +$6.74M +121,850 +184%
CFG
155
Cooper Financial Group
California
$10.4M +$926K +16,734 +10%
BIP
156
Bouvel Investment Partners
Pennsylvania
$10.4M -$164K -2,966 -2%
AC
157
AIFG Consultants
New York
$10.3M +$40.9K +740 +0.4%
ARG
158
Advisory Resource Group
Oklahoma
$10.3M +$196K +3,551 +2%
PIWA
159
Prevail Innovative Wealth Advisors
Kansas
$10.2M +$10.2M +185,176 New
BCA
160
Bay Colony Advisors
Massachusetts
$10.2M +$1.51M +27,224 +17%
CFP
161
Curran Financial Partners
South Carolina
$10.2M +$645K +11,655 +7%
UW
162
Unique Wealth
Florida
$9.8M +$1.24M +22,325 +14%
AWM
163
Axxcess Wealth Management
California
$9.71M +$4.55M +82,227 +88%
IA
164
IFP Advisors
Florida
$9.57M +$2.35M +42,457 +33%
SWA
165
SFMG Wealth Advisors
Texas
$9.51M +$547K +9,890 +6%
LSPW
166
Lake Street Private Wealth
Illinois
$9.42M -$503K -9,098 -5%
Koshinski Asset Management
167
Koshinski Asset Management
Illinois
$9.42M -$2.32M -41,899 -20%
AAS
168
Avantax Advisory Services
Texas
$9.4M +$1.29M +23,283 +16%
AP
169
Appleton Partners
Massachusetts
$9.33M +$5.92M +106,960 +173%
ATC
170
Argent Trust Co
Tennessee
$9.23M +$1.37M +24,739 +17%
CAL
171
Capital Analysts LLC
Pennsylvania
$9.23M +$159K +2,877 +2%
V
172
VeraBank
Texas
$9.16M +$5.65M +102,166 +161%
AWA
173
Arete Wealth Advisors
Illinois
$9.1M -$9.25M -167,128 -50%
TLP
174
Trinity Legacy Partners
Texas
$9.05M +$1.15M +20,771 +15%
FA
175
FDx Advisors
Illinois
$8.88M +$2.29M +41,350 +35%