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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 %
PWM
176
Prentice Wealth Management
New York
$6.55M +$35.9K +658 +0.6%
ZIMP
177
Zimmermann Investment Management & Planning
Pennsylvania
$6.55M -$494K -9,049 -7%
IA
178
IFP Advisors
Florida
$6.51M -$998K -19,995 -13%
FA
179
FDx Advisors
Illinois
$6.49M – – –
RWM
180
Rezny Wealth Management
Florida
$6.48M +$6.48M +118,689 New
Susquehanna International Group
181
Susquehanna International Group
Pennsylvania
$6.39M +$6.39M +117,000 New
BWG
182
Beta Wealth Group
California
$6.21M -$900K -16,478 -13%
WW
183
Westshore Wealth
California
$6.2M +$526K +9,626 +9%
WS
184
Wedbush Securities
California
$6.2M +$1.8M +32,993 +41%
BAM
185
Belpointe Asset Management
Nevada
$6.13M +$1.8M +33,043 +42%
FA
186
Fagan Associates
New York
$6.05M +$219K +4,003 +4%
AAS
187
Ameritas Advisory Services
Nebraska
$6.01M +$340K +6,189 +6%
CW
188
CreativeOne Wealth
Kansas
$5.95M +$1.96M +35,805 +49%
PCS
189
Personal CFO Solutions
New Jersey
$5.93M +$360K +6,600 +6%
EWM
190
Evermay Wealth Management
Virginia
$5.92M +$393K +7,191 +7%
DIM
191
Delta Investment Management
California
$5.85M -$425K -7,780 -7%
EBWM
192
Eagle Bluffs Wealth Management
Missouri
$5.83M +$729K +13,348 +14%
GWA
193
GGM Wealth Advisors
Maryland
$5.79M +$64.3K +1,178 +1%
SWMP
194
Signature Wealth Management Partners
New Jersey
$5.75M +$2.53M +46,417 +79%
MOS
195
MGO One Seven
Ohio
$5.65M +$1.45M +26,585 +35%
EIP
196
Ellis Investment Partners
Pennsylvania
$5.59M +$399K +7,312 +8%
AWM
197
Apollon Wealth Management
South Carolina
$5.58M +$928K +16,995 +20%
NCM
198
NCM Capital Management
New Jersey
$5.54M +$517K +9,476 +10%
WMA
199
West Michigan Advisors
Michigan
$5.52M +$270K +4,945 +5%
WAP
200
Wealthcare Advisory Partners
Pennsylvania
$5.4M +$3.49M +63,853 +182%
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