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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 %
MTWM
201
Masso Torrence Wealth Management
New Jersey
$5.39M +$400K +7,329 +8%
GWM
202
Geneos Wealth Management
Colorado
$5.25M -$820K -15,019 -14%
HNWAG
203
High Net Worth Advisory Group
Florida
$5.2M +$403K +7,384 +8%
NEPWA
204
New England Private Wealth Advisors
Massachusetts
$5.14M +$1.54M +28,248 +43%
CIBC World Market
205
CIBC World Market
Ontario, Canada
$5.12M +$3.25M +59,448 +173%
AWM
206
Axxcess Wealth Management
California
$5.09M +$5.09M +93,202 New
Wealthfront Advisers
207
Wealthfront Advisers
California
$5.06M +$2.35M +42,974 +87%
LNC
208
Lincoln National Corp
Pennsylvania
$5.04M +$3.06M +56,063 +154%
KFP
209
KMG Fiduciary Partners
Ohio
$5M +$1.46M +26,758 +41%
LPT
210
Legacy Private Trust
Wisconsin
$4.94M +$741K +13,565 +18%
FA
211
Financial Alternatives
California
$4.93M -$190K -3,478 -4%
DC
212
Davenport & Co
Virginia
$4.93M +$1.64M +30,003 +50%
RHP
213
Royal Harbor Partners
Texas
$4.93M -$15.4M -282,826 -76%
EP
214
Eudaimonia Partners
Tennessee
$4.9M +$502K +9,199 +11%
PCM
215
Pennsylvania Capital Management
Pennsylvania
$4.89M +$1.5M +27,485 +44%
BCM
216
Beck Capital Management
Texas
$4.85M +$1.98M +36,177 +69%
PFA
217
Peak Financial Advisors
Colorado
$4.84M -$1.34M -24,477 -22%
WCFA
218
Walkner Condon Financial Advisors
Wisconsin
$4.81M +$620K +11,357 +15%
MA
219
MBA Advisors
Pennsylvania
$4.79M +$364K +6,665 +8%
CA
220
Cambridge Advisors
Nebraska
$4.78M +$546K +9,991 +13%
RDFA
221
Ritter Daniher Financial Advisory
Ohio
$4.73M +$950K +17,393 +25%
FWM
222
Fortress Wealth Management
California
$4.62M +$508K +9,308 +12%
FHC
223
First Heartland Consultants
Missouri
$4.61M +$688K +12,606 +18%
KF
224
Krilogy Financial
Missouri
$4.61M +$784K +14,351 +20%
MC
225
Moors & Cabot
Massachusetts
$4.6M +$527K +9,660 +13%
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