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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.

Holders
853
Holders Change
+101
Holders Change %
+13.43%
% of All Funds
13.46%
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
1
Morgan Stanley
New York
$1.61B
2
Bank of America
2
Bank of America
North Carolina
$1.44B
3
MW
3
Marks Wealth
Maryland
$86.4M
4
RIG
4
RiverFront Investment Group
Virginia
$123M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$340M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.24B
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$0
3
AWE
3
Avidian Wealth Enterprises
Texas
$2.28M
4
SPC
4
Sigma Planning Corp
Michigan
$12.7M
5
AWA
5
Arete Wealth Advisors
Illinois
$9.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.61B 29,164,386 +3,964,934 +16%
Bank of America
2
Bank of America
North Carolina
$1.44B 26,002,875 +2,992,345 +13%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.24B 22,450,304 -4,124,035 -16%
Wells Fargo
4
Wells Fargo
California
$614M 11,096,467 +662,274 +6%
Osaic Holdings
5
Osaic Holdings
Arizona
$340M 6,150,578 +1,118,083 +22%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$333M 6,015,280 +526,392 +10%
UBS Group
7
UBS Group
Switzerland
$264M 4,770,601 +1,101,649 +30%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$216M 3,902,892 +981,773 +34%
CIBC Private Wealth Group
9
CIBC Private Wealth Group
Georgia
$153M 2,769,237 +405,068 +17%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$139M 2,505,546 +465,046 +23%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$133M 2,400,518 +384,789 +19%
RIG
12
RiverFront Investment Group
Virginia
$123M 2,226,935 +1,424,332 +177%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$122M 2,209,714 +288,697 +15%
RCM
14
Requisite Capital Management
Texas
$114M 2,064,418 +576 +0%
MML Investors Services
15
MML Investors Services
Massachusetts
$99.2M 1,793,750 +384,006 +27%
CAN
16
Cetera Advisor Networks
California
$96.5M 1,744,794 +267,000 +18%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$94M 1,698,846 +340,361 +25%
MW
18
Marks Wealth
Maryland
$86.4M 1,561,090 +1,561,090 New
CA
19
Cornerstone Advisory
Maryland
$85.3M 1,542,509 +43,497 +3%
Franklin Resources
20
Franklin Resources
California
$84.4M 1,525,949 -6,144 -0.4%
PI
21
PFS Investments
Georgia
$80.4M 1,452,338 +19,380 +1%
RJA
22
Raymond James & Associates
Florida
$77.1M 1,394,033 +469,937 +51%
Stifel Financial
23
Stifel Financial
Missouri
$74.7M 1,349,482 +652,694 +94%
GI
24
Gradient Investments
Minnesota
$65M 1,175,489 +368,726 +46%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$64.4M 1,164,215 +574,499 +97%
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