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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

887 hedge funds and large institutions have $12.9B invested in JPMorgan Equity Premium Income ETF in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 526 increasing their positions, 189 reducing their positions, and 63 closing their positions.

Holders
887
Holders Change
+34
Holders Change %
+3.99%
% of All Funds
14.15%
Holding in Top 10
136
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.16%
% of All Funds
2.17%
New
107
Increased
526
Reduced
189
Closed
63
Calls
$43.6M
Puts
$19.4M
Net Calls
+$24.2M
Net Calls Change
+$23.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.75B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$296M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$411M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$82.3M
5
CA
5
Clearstead Advisors
Ohio
$119M

Top Sellers

1
PG
1
Prostatis Group
Maryland
$2.14M
2
MW
2
Marks Wealth
Maryland
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.15B
4
CIA
4
Compass Ion Advisors
Pennsylvania
$1.53M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.75B 32,695,948 +3,531,562 +12%
Bank of America
2
Bank of America
North Carolina
$1.43B 26,688,196 +685,321 +3%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.15B 21,521,734 -928,570 -4%
Wells Fargo
4
Wells Fargo
California
$601M 11,212,186 +115,719 +1%
Osaic Holdings
5
Osaic Holdings
Arizona
$411M 7,677,378 +1,526,800 +25%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$372M 6,937,583 +922,303 +15%
UBS Group
7
UBS Group
Switzerland
$310M 5,795,557 +1,024,956 +21%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$296M 5,521,187 +1,618,295 +41%
CIBC Private Wealth Group
9
CIBC Private Wealth Group
Georgia
$160M 2,984,653 +215,416 +8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$150M 2,806,304 +300,758 +12%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$130M 2,423,546 +23,028 +1%
RIG
12
RiverFront Investment Group
Virginia
$121M 2,264,357 +37,422 +2%
MML Investors Services
13
MML Investors Services
Massachusetts
$119M 2,227,339 +433,589 +24%
CA
14
Clearstead Advisors
Ohio
$119M 2,218,606 +1,272,429 +134%
RCM
15
Requisite Capital Management
Texas
$114M 2,136,634 +72,216 +3%
CAN
16
Cetera Advisor Networks
California
$106M 1,973,493 +228,699 +13%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$104M 1,949,056 -260,658 -12%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$104M 1,932,758 +233,912 +14%
Stifel Financial
19
Stifel Financial
Missouri
$99.7M 1,860,688 +511,206 +38%
RJA
20
Raymond James & Associates
Florida
$97.7M 1,824,247 +430,214 +31%
EG
21
Enstar Group
Bermuda
$93.4M 1,743,376 +965,028 +124%
CA
22
Cornerstone Advisory
Maryland
$85.1M 1,588,831 +46,322 +3%
HighTower Advisors
23
HighTower Advisors
Illinois
$83.5M 1,559,093 +410,256 +36%
Franklin Resources
24
Franklin Resources
California
$83.3M 1,555,858 +29,909 +2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$82.3M 1,536,371 +1,435,379 +1,421%
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