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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 Holding Trade Value Shares
Change 		Shares
Change %
SAS
351
Stelac Advisory Services
New York
$3.48M +$365K +6,601 +12%
FFWA
352
FRG Family Wealth Advisors
Washington
$3.48M +$177K +3,220 +5%
SWP
353
Semus Wealth Partners
Florida
$3.45M +$80.1K +1,456 +2%
SFG
354
SevenBridge Financial Group
Pennsylvania
$3.42M +$160K +2,904 +5%
EIA
355
Edgemoor Investment Advisors
Maryland
$3.38M +$222K +4,044 +7%
HI
356
Harbour Investments
Wisconsin
$3.37M +$109K +1,990 +3%
BA
357
Bristlecone Advisors
Washington
$3.36M -$619K -11,258 -16%
IGWM
358
ICA Group Wealth Management
Colorado
$3.35M +$609K +11,082 +22%
WIA
359
World Investment Advisors
California
$3.32M +$3.32M +59,955 New
ACM
360
AlphaStar Capital Management
North Carolina
$3.29M -$4.01M -36,264 -55%
WAM
361
Weinberger Asset Management
California
$3.23M -$43.2K -786 -1%
VWM
362
Vivid Wealth Management
Iowa
$3.21M +$3.21M +58,413 New
CIBC World Market
363
CIBC World Market
Ontario, Canada
$3.19M -$4.41M -80,249 -58%
HH
364
Hilltop Holdings
Texas
$3.19M +$83K +1,510 +3%
KF
365
Krilogy Financial
Missouri
$3.18M -$552K -10,035 -15%
JFG
366
Jefferies Financial Group
New York
$3.17M -$374K -6,803 -11%
SWM
367
Silverlake Wealth Management
Vermont
$3.13M -$359K -6,535 -10%
LTL
368
Lowery Thomas LLC
California
$3.08M +$283K +5,147 +10%
CAG
369
Csenge Advisory Group
Florida
$3.07M +$859K +15,627 +39%
ICP
370
Interchange Capital Partners
Pennsylvania
$3.05M +$748K +13,481 +32%
ORC
371
O'Rourke & Company
Massachusetts
$3.03M +$66.8K +1,215 +2%
IFAM
372
Institutional & Family Asset Management
Colorado
$3.02M +$3.02M +54,933 New
APW
373
Aurora Private Wealth
New Jersey
$3M +$76.5K +1,392 +3%
NFG
374
Northeast Financial Group
Pennsylvania
$2.94M +$2.94M +53,562 New
MCWA
375
Meadow Creek Wealth Advisors
Georgia
$2.93M +$2.93M +53,374 New
13 14
15
16 17