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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.

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
1
Arete Wealth Advisors
Illinois
$8.92B
2
Bank of America
2
Bank of America
North Carolina
$1.04B
3
Morgan Stanley
3
Morgan Stanley
New York
$1.15B
4
Wells Fargo
4
Wells Fargo
California
$479M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$226M

Top Sellers

1
CIA
1
Compass Ion Advisors
Pennsylvania
$46M
2
JIP
2
Jaffetilchin Investment Partners
Florida
$10.1M
3
RCM
3
Requisite Capital Management
Texas
$103M
4
PWM
4
Prentice Wealth Management
New York
$6.5M
5
ACG
5
Allen Capital Group
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$8.92B 163,730 +15,295 +10%
Morgan Stanley
2
Morgan Stanley
New York
$1.15B 21,184,968 +4,567,129 +27%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.06B 19,430,185 +161,233 +0.8%
Bank of America
4
Bank of America
North Carolina
$1.04B 19,174,676 +4,884,910 +34%
Wells Fargo
5
Wells Fargo
California
$479M 8,792,780 +1,570,651 +22%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$231M 4,235,180 +1,139,975 +37%
Osaic Holdings
7
Osaic Holdings
Arizona
$226M 4,144,690 +1,438,196 +53%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$152M 2,784,787 +833,389 +43%
UBS Group
9
UBS Group
Switzerland
$133M 2,446,861 +1,365,359 +126%
RCM
10
Requisite Capital Management
Texas
$103M 1,848,356 -169,302 -8%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$92.4M 1,695,405 +107,059 +7%
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
$89.3M 1,677,584 +617,129 +58%
Franklin Resources
13
Franklin Resources
California
$83.7M 1,536,111 +2,036 +0.1%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$80M 1,467,973 -52,538 -3%
CA
15
Cornerstone Advisory
Maryland
$72.9M 1,337,375 +125,929 +10%
MML Investors Services
16
MML Investors Services
Massachusetts
$69.5M 1,275,164 +289,278 +29%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$67.3M 1,234,833 +338,746 +38%
PI
18
PFS Investments
Georgia
$66.6M 1,222,764 +331,421 +37%
CAN
19
Cetera Advisor Networks
California
$51.6M 947,295 +500,390 +112%
RA
20
Rational Advisors
New York
$51.5M 944,649 +142,999 +18%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$49.7M 912,798 +492,625 +117%
HighTower Advisors
22
HighTower Advisors
Illinois
$47.2M 866,649 +436,390 +101%
CIA
23
Compass Ion Advisors
Pennsylvania
$46M 844,754 -200,174 -19%
Corient Private Wealth
24
Corient Private Wealth
Florida
$45.3M 831,151 +831,151 New
Truist Financial
25
Truist Financial
North Carolina
$44.7M 820,422 +44,074 +6%
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