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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 %
EFS
276
Essex Financial Services
Connecticut
$5.02M 91,263 +3,482 +4%
EWA
277
EverSource Wealth Advisors
Alabama
$4.96M 90,197 -6,827 -7%
BCM
278
Beck Capital Management
Texas
$4.95M 89,955 -7,146 -7%
FFG
279
Foundry Financial Group
New Hampshire
$4.77M 86,681 +86,681 New
ASFA
280
All Season Financial Advisors
Colorado
$4.76M 86,599 +86,599 New
LWA
281
Lowe Wealth Advisors
Maryland
$4.74M 86,213 +4,112 +5%
WWM
282
Western Wealth Management
Colorado
$4.69M 85,369 +15,233 +22%
SMC
283
Smith, Moore & Co
Missouri
$4.69M 85,262 +16,164 +23%
MCM
284
MAI Capital Management
Ohio
$4.66M 84,831 +30,177 +55%
PS
285
Principal Securities
Iowa
$4.65M 84,565 +84,565 New
KWA
286
Kingswood Wealth Advisors
California
$4.54M 82,644 +26,048 +46%
VWA
287
Visionary Wealth Advisors
Illinois
$4.5M 81,790 -21,606 -21%
SAW
288
Signal Advisors Wealth
Michigan
$4.49M 81,115 +81,115 New
SS
289
Simplicity Solutions
Minnesota
$4.47M 81,334 +6,304 +8%
PWM
290
Power Wealth Management
Georgia
$4.47M 81,248 +81,248 New
PF
291
Penney Financial
Texas
$4.45M 80,940 +80,940 New
GSIAS
292
Garden State Investment Advisory Services
New Jersey
$4.45M 80,811 -1,146 -1%
MFS
293
Madrona Financial Services
Washington
$4.43M 80,632 +17,218 +27%
HAIM
294
Hunter Associates Investment Management
Pennsylvania
$4.43M 80,603 +9,109 +13%
AI
295
Atria Investments
North Carolina
$4.41M 80,124 -44,042 -35%
TNB
296
Thomasville National Bank
Georgia
$4.4M 80,025 +945 +1%
SB
297
Strategic Blueprint
Georgia
$4.38M 79,734 +1,557 +2%
EWMCB
298
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$4.36M 79,233 -93,711 -54%
IF
299
Intrua Financial
Texas
$4.33M 78,701 -62,934 -44%
KFS
300
Kelly Financial Services
Massachusetts
$4.32M 78,550 +33,864 +76%
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