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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.61B
2
Bank of America
Bank of America
North Carolina
$1.44B
3
MW
Marks Wealth
Maryland
$86.4M
4
RIG
RiverFront Investment Group
Virginia
$123M
5
Osaic Holdings
Osaic Holdings
Arizona
$340M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.24B
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
3
AWE
Avidian Wealth Enterprises
Texas
$2.28M
4
SPC
Sigma Planning Corp
Michigan
$12.7M
5
AWA
Arete Wealth Advisors
Illinois
$9.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
176
CVA Family Office
Colorado
$8.87M +$712K +12,861 +9%
OIA
177
OneDigital Investment Advisors
Kansas
$8.87M -$402K -7,273 -4%
CW
178
CreativeOne Wealth
Kansas
$8.86M +$2.83M +51,096 +47%
SFP
179
Sandbox Financial Partners
Maryland
$8.71M +$765K +13,822 +10%
SFS
180
Sowell Financial Services
Arkansas
$8.48M +$4.65M +83,983 +121%
VAM
181
Verity Asset Management
North Carolina
$8.32M +$4.69M +84,733 +129%
BFA
182
Beacon Financial Advisory
Ohio
$8.32M +$1.46M +26,438 +21%
CAG
183
Curtis Advisory Group
California
$8.32M +$502K +9,070 +6%
ACM
184
Avalon Capital Management
California
$8.27M -$254K -4,599 -3%
PWM
185
Pinnacle Wealth Management
California
$8.2M +$8.2M +148,189 New
SC
186
Scotia Capital
Ontario, Canada
$8.13M +$416K +7,521 +5%
WS
187
Wedbush Securities
California
$8.03M +$1.74M +31,528 +28%
DWP
188
Daymark Wealth Partners
Ohio
$7.91M +$4.66M +84,287 +143%
FH
189
FWG Holdings
Florida
$7.82M +$34.8K +626 +0.4%
SW
190
StrongBox Wealth
Missouri
$7.8M +$361K +6,520 +5%
CWM
191
Centurion Wealth Management
Virginia
$7.78M +$824K +14,897 +12%
HW
192
Hedeker Wealth
Illinois
$7.76M +$1.05M +18,945 +16%
KWM
193
Kingsview Wealth Management
Oregon
$7.73M +$807K +14,591 +12%
Wealthfront Advisers
194
Wealthfront Advisers
California
$7.72M +$2.59M +46,858 +51%
RIL
195
Rothschild Investment LLC
Illinois
$7.72M +$288K +5,204 +4%
MOS
196
MGO One Seven
Ohio
$7.71M +$1.99M +35,883 +35%
DC
197
Davenport & Co
Virginia
$7.64M +$2.64M +47,765 +53%
GWMIA
198
Global Wealth Management Investment Advisory
Florida
$7.63M +$3.91M +70,619 +105%
MAG
199
MRA Advisory Group
New Jersey
$7.52M +$7.3M +132,019 +3,315%
FA
200
Fagan Associates
New York
$7.4M +$1.27M +22,869 +21%
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