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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 %
HT
301
Heritage Trust
Oklahoma
$4.31M 78,396 -42,524 -35%
RCA
302
Reitz Capital Advisors
Michigan
$4.3M 86,027 -126,788 -60%
RIA
303
Regal Investment Advisors
Michigan
$4.28M 77,891 +10,150 +15%
SWP
304
Summit Wealth Partners
Florida
$4.27M 77,749 -7,219 -8%
SWP
305
Strategic Wealth Partners
Ohio
$4.26M 77,394 +451 +0.6%
LSIA
306
LaSalle St. Investment Advisors
Illinois
$4.25M 7,733 -71,679 -90%
DE
307
Day & Ennis
Georgia
$4.25M 77,312 +1,359 +2%
AC
308
Avestar Capital
New York
$4.25M 76,698 -65,433 -46%
BFG
309
Bleakley Financial Group
New Jersey
$4.2M 76,334 +6,304 +9%
GFP
310
Guardian Financial Partners
California
$4.18M 75,958 +8,230 +12%
SAM
311
Smartleaf Asset Management
Massachusetts
$4.17M 75,814 +75,814 New
MFP
312
Meridian Financial Partners
Virginia
$4.14M 75,046 -145,833 -66%
DOA
313
D'Orazio & Associates
Virginia
$4.12M 74,966 -135,803 -64%
CWA
314
Consilium Wealth Advisory
Texas
$4.1M 74,585 -5,056 -6%
IPAM
315
Investment Partners Asset Management
New Jersey
$4.06M 73,872 +73,872 New
IWN
316
Independent Wealth Network
Iowa
$4.03M 73,388 +7,335 +11%
BF
317
BOK Financial
Oklahoma
$4.03M 73,307 +73,261 +159,263%
SWM
318
SeaCrest Wealth Management
New York
$3.97M 72,581 -158 -0.2%
Creative Planning
319
Creative Planning
Kansas
$3.97M 72,154 -25,590 -26%
IIA
320
Integral Investment Advisors
California
$3.94M 71,590 +4,700 +7%
LWM
321
Lionsbridge Wealth Management
Florida
$3.91M 71,193 +29,616 +71%
TW
322
Transform Wealth
Colorado
$3.91M 70,645 -2,057 -3%
AF
323
Apexium Financial
Texas
$3.91M 71,075 +39,657 +126%
IP
324
Ignite Planners
California
$3.9M 70,815 -2,853 -4%
PA
325
Parallel Advisors
California
$3.9M 70,924 -12,713 -15%
11 12
13
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