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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 %
MW
201
MBL Wealth
North Carolina
$7.32M +$514K +9,286 +8%
WCP
202
Wick Capital Partners
Pennsylvania
$7.19M +$543K +9,822 +8%
AWM
203
Apollon Wealth Management
South Carolina
$7.07M +$1.41M +25,403 +25%
WW
204
Westshore Wealth
California
$7.05M +$762K +13,771 +12%
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$6.97M +$3.37M +60,963 +94%
SWMP
206
Signature Wealth Management Partners
New Jersey
$6.83M +$999K +18,057 +17%
RWM
207
Rezny Wealth Management
Florida
$6.8M +$236K +4,267 +4%
ZIMP
208
Zimmermann Investment Management & Planning
Pennsylvania
$6.72M +$90.9K +1,642 +1%
BWG
209
Beta Wealth Group
California
$6.69M +$393K +7,094 +6%
IWA
210
IVC Wealth Advisors
Pennsylvania
$6.67M +$2.03M +36,631 +44%
WAP
211
Wealthcare Advisory Partners
Pennsylvania
$6.6M +$1.13M +20,428 +21%
PWM
212
Prentice Wealth Management
New York
$6.41M -$227K -4,101 -3%
AI
213
Atria Investments
North Carolina
$6.4M +$2.55M +46,006 +66%
LNC
214
Lincoln National Corp
Pennsylvania
$6.31M +$1.2M +21,636 +23%
VAS
215
Vestmark Advisory Solutions
Massachusetts
$6.25M +$1.91M +34,582 +44%
NA
216
NewEdge Advisors
Louisiana
$6.24M +$2.09M +37,746 +50%
PCS
217
Personal CFO Solutions
New Jersey
$6.17M +$167K +3,011 +3%
WCFA
218
Walkner Condon Financial Advisors
Wisconsin
$6.14M +$1.27M +22,889 +26%
NCM
219
NCM Capital Management
New Jersey
$6.14M +$530K +9,585 +9%
EIP
220
Ellis Investment Partners
Pennsylvania
$6.1M +$443K +8,003 +8%
IF
221
Intrua Financial
Texas
$6.1M +$6.1M +110,293 New
Brown Advisory
222
Brown Advisory
Maryland
$6.1M -$4.52M -81,630 -43%
EBWM
223
Eagle Bluffs Wealth Management
Missouri
$6.1M +$185K +3,345 +3%
FF
224
Financial Futures
New Jersey
$6.09M -$4.45M -80,404 -42%
EWM
225
Evermay Wealth Management
Virginia
$6.09M +$84.1K +1,520 +1%
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