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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

993 hedge funds and large institutions have $15.4B invested in JPMorgan Equity Premium Income ETF in 2023 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 467 increasing their positions, 284 reducing their positions, and 57 closing their positions.

Holders
993
Holders Change
+106
Holders Change %
+11.95%
% of All Funds
14.56%
Holding in Top 10
137
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.74%
% of All Funds
2.01%
New
176
Increased
467
Reduced
284
Closed
57
Calls
$18.9M
Puts
$36.6M
Net Calls
-$17.6M
Net Calls Change
-$41.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.71B
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$78.2M
3
CWS
3
Confluence Wealth Services
Pennsylvania
$52.7M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$116M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$98.9M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$357M
2
CA
2
Clearstead Advisors
Ohio
$63.2M
3
GI
3
Gradient Investments
Minnesota
$17.1M
4
Bank of America
4
Bank of America
North Carolina
$1.42B
5
LSIA
5
LaSalle St. Investment Advisors
Illinois
$4.25M
Name Market Value Shares Shares
Change 		Shares
Change %
MAG
226
Mayfair Advisory Group
Alabama
$7.05M 127,826 +11,578 +10%
LPT
227
Legacy Private Trust
Wisconsin
$7.01M 127,589 +30,666 +32%
HNWAG
228
High Net Worth Advisory Group
Florida
$6.97M 126,693 +3,601 +3%
PWM
229
Prentice Wealth Management
New York
$6.93M 126,028 +6,195 +5%
RFS
230
Retirement Financial Solutions
Tennessee
$6.89M 125,239 +104,012 +490%
ZIMP
231
Zimmermann Investment Management & Planning
Pennsylvania
$6.88M 125,184 +1,264 +1%
LSPW
232
Lake Street Private Wealth
Illinois
$6.87M 124,886 -36,643 -23%
RGF
233
Retirement Guys Formula
Ohio
$6.77M 123,216 +9,884 +9%
HCM
234
Howard Capital Management
Georgia
$6.47M 117,002 +10,949 +10%
NRI
235
NFP Retirement Inc
California
$6.39M 116,274 +11,345 +11%
FF
236
Financial Futures
New Jersey
$6.31M 114,747 -7,942 -6%
Citigroup
237
Citigroup
New York
$6.23M 113,395 -66,773 -37%
NCM
238
NCM Capital Management
New Jersey
$6.2M 112,777 +4,616 +4%
KFP
239
KMG Fiduciary Partners
Ohio
$6.19M 112,571 +3,514 +3%
DADC
240
D.A. Davidson & Co
Montana
$6.11M 111,196 +42,467 +62%
EWM
241
Evermay Wealth Management
Virginia
$6.07M 109,754 -2,414 -2%
PFGIA
242
Patriot Financial Group Insurance Agency
Massachusetts
$6.05M 113,553 +29,940 +36%
Cerity Partners
243
Cerity Partners
New York
$6.03M 109,615 +55,200 +101%
CA
244
Cambridge Advisors
Nebraska
$6M 109,176 +14,151 +15%
MTWM
245
Masso Torrence Wealth Management
New Jersey
$5.98M 108,829 +13,036 +14%
GWA
246
GGM Wealth Advisors
Maryland
$5.96M 106,587 +1,815 +2%
SPC
247
Sigma Planning Corp
Michigan
$5.91M 107,407 -131,429 -55%
WAOI
248
Wealth Advisors of Iowa
Iowa
$5.89M 107,206 +47,940 +81%
JWM
249
Jupiter Wealth Management
Colorado
$5.85M 106,377 +1,945 +2%
EWM
250
Evergreen Wealth Management
Michigan
$5.84M 106,142 +2,041 +2%
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