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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.

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
1.91%
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
1
JPMorgan Chase & Co
New York
$1.45B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.38B
3
Bank of America
3
Bank of America
North Carolina
$1.26B
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$181M
5
Wells Fargo
5
Wells Fargo
California
$570M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.04M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$23M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$15.8M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$2.1M
5
BPWM
5
Badgley Phelps Wealth Managers
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.45B 26,574,339 +7,144,154 +37%
Morgan Stanley
2
Morgan Stanley
New York
$1.38B 25,199,452 +4,014,484 +19%
Bank of America
3
Bank of America
North Carolina
$1.26B 23,010,530 +3,835,854 +20%
Wells Fargo
4
Wells Fargo
California
$570M 10,434,193 +1,641,413 +19%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$300M 5,488,888 +1,253,708 +30%
Osaic Holdings
6
Osaic Holdings
Arizona
$275M 5,032,495 +887,805 +21%
UBS Group
7
UBS Group
Switzerland
$200M 3,668,952 +1,222,091 +50%
JPMPWA
8
J.P. Morgan Private Wealth Advisors
California
$181M 3,321,921 +3,321,921 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$159M 2,921,119 +136,332 +5%
CIBC Private Wealth Group
10
CIBC Private Wealth Group
Georgia
$141M 2,364,169 +686,585 +41%
RCM
11
Requisite Capital Management
Texas
$113M 2,063,842 +215,486 +12%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$110M 2,015,729 +547,756 +37%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$105M 1,921,017 +225,612 +13%
Franklin Resources
14
Franklin Resources
California
$83.7M 1,532,093 -4,018 -0.3%
CA
15
Cornerstone Advisory
Maryland
$81.8M 1,499,012 +161,637 +12%
CAN
16
Cetera Advisor Networks
California
$80.7M 1,477,794 +530,499 +56%
PI
17
PFS Investments
Georgia
$77.9M 1,432,958 +210,194 +17%
MML Investors Services
18
MML Investors Services
Massachusetts
$77M 1,409,744 +134,580 +11%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$74.2M 1,358,485 +445,687 +49%
FWP
20
FAS Wealth Partners
Kansas
$58.7M 1,074,195 +443,451 +70%
RA
21
Rational Advisors
New York
$56.4M 1,032,214 +87,565 +9%
Truist Financial
22
Truist Financial
North Carolina
$53.5M 980,415 +159,993 +20%
HighTower Advisors
23
HighTower Advisors
Illinois
$52.5M 961,273 +94,624 +11%
RJA
24
Raymond James & Associates
Florida
$50.5M 924,096 +240,427 +35%
CIA
25
Compass Ion Advisors
Pennsylvania
$50M 914,850 +70,096 +8%
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