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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

644 hedge funds and large institutions have $17.4B invested in JPMorgan Equity Premium Income ETF in 2022 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 358 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+119
Holders Change %
+22.67%
% of All Funds
10.39%
Holding in Top 10
107
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+62.12%
% of All Funds
1.73%
New
154
Increased
358
Reduced
100
Closed
26
Calls
$52.5M
Puts
$17.1M
Net Calls
+$35.4M
Net Calls Change
+$30.9M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$833M
2
Bank of America
Bank of America
North Carolina
+$266M
3
Morgan Stanley
Morgan Stanley
New York
+$249M
4
Wells Fargo
Wells Fargo
California
+$85.6M
5
Osaic Holdings
Osaic Holdings
Arizona
+$78.4M

Top Sellers

1
CIA
Compass Ion Advisors
Pennsylvania
-$10.9M
2
JIP
Jaffetilchin Investment Partners
Florida
-$9.81M
3
RCM
Requisite Capital Management
Texas
-$9.42M
4
PWM
Prentice Wealth Management
New York
-$9.14M
5
ACG
Allen Capital Group
Nebraska
-$7.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
176
U.S. Capital Wealth Advisors
Texas
$5.43M +$1.05M +19,220 +24%
SWA
177
SFMG Wealth Advisors
Texas
$5.41M -$329K -6,031 -6%
HJMC
178
Hellman Jordan Management Company
Massachusetts
$5.39M +$5.39M +98,945 New
WMA
179
West Michigan Advisors
Michigan
$5.24M +$4.89M +89,741 +1,399%
MFG
180
Magnus Financial Group
New York
$5.22M +$459K +8,431 +10%
EIP
181
Ellis Investment Partners
Pennsylvania
$5.18M +$685K +12,562 +15%
FA
182
Financial Alternatives
California
$5.11M +$5.11M +93,792 New
EBWM
183
Eagle Bluffs Wealth Management
Missouri
$5.09M +$319K +5,848 +7%
BFA
184
Beacon Financial Advisory
Ohio
$5.07M +$1.63M +29,958 +47%
NCM
185
NCM Capital Management
New Jersey
$5.01M +$557K +10,217 +13%
MTWM
186
Masso Torrence Wealth Management
New Jersey
$4.98M +$288K +5,287 +6%
KPWS
187
Kestra Private Wealth Services
Texas
$4.85M +$1.38M +25,284 +40%
HNWAG
188
High Net Worth Advisory Group
Florida
$4.79M +$2.11M +38,667 +79%
BCI
189
Brinker Capital Investments
Pennsylvania
$4.66M -$70.4K -1,292 -1%
AWM
190
Apollon Wealth Management
South Carolina
$4.65M +$4.65M +85,294 New
Creative Planning
191
Creative Planning
Kansas
$4.56M +$2.92M +53,597 +178%
SWM
192
Spire Wealth Management
Virginia
$4.55M +$1.41M +25,914 +45%
MA
193
MBA Advisors
Pennsylvania
$4.42M +$665K +12,210 +18%
WS
194
Wedbush Securities
California
$4.39M +$1.32M +24,262 +43%
EP
195
Eudaimonia Partners
Tennessee
$4.39M +$276K +5,074 +7%
BAM
196
Belpointe Asset Management
Nevada
$4.32M +$3.16M +57,939 +272%
BA
197
Bristlecone Advisors
Washington
$4.26M +$433K +7,951 +11%
SWP
198
Summit Wealth Partners
Florida
$4.24M +$546K +10,022 +15%
CA
199
Cambridge Advisors
Nebraska
$4.23M +$99.4K +1,825 +2%
RGF
200
Retirement Guys Formula
Ohio
$4.21M +$1.1M +20,156 +35%
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