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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.

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

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$357M
2
CA
Clearstead Advisors
Ohio
$63.2M
3
GI
Gradient Investments
Minnesota
$17.1M
4
Bank of America
Bank of America
North Carolina
$1.42B
5
LSIA
LaSalle St. Investment Advisors
Illinois
$4.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBL
376
Beck Bode LLC
Massachusetts
$2.91M -$159K -2,891 -5%
ACM
377
Allred Capital Management
Texas
$2.9M +$2.41M +43,902 +492%
OHWP
378
Oak Harbor Wealth Partners
North Carolina
$2.9M +$2.75K +50 +0.1%
OPOWM
379
One Plus One Wealth Management
Florida
$2.89M +$2.89M +52,520 New
RJT
380
Raymond James Trust
Florida
$2.89M +$603K +10,976 +26%
MAS
381
Meeder Advisory Services
Ohio
$2.87M +$120K +2,191 +4%
Mercer Global Advisors
382
Mercer Global Advisors
Colorado
$2.86M -$831K -15,121 -23%
RRA
383
Round Rock Advisors
Connecticut
$2.86M -$107K -1,948 -4%
Bank of Montreal
384
Bank of Montreal
Ontario, Canada
$2.83M +$2.11M +38,387 +292%
SKK
385
Shepherd Kaplan Krochuk
Massachusetts
$2.82M -$207K -3,766 -7%
Balyasny Asset Management
386
Balyasny Asset Management
Illinois
$2.82M +$2.82M +51,338 New
VCP
387
Verus Capital Partners
Arizona
$2.82M +$16.8K +305 +0.6%
HWM
388
HB Wealth Management
Georgia
$2.81M -$650K -11,824 -19%
CA
389
Continuum Advisory
Idaho
$2.8M +$153K +2,775 +6%
AC
390
AlphaCore Capital
California
$2.8M -$1.26M -22,733 -31%
PCS
391
Private Client Services
Kentucky
$2.79M +$2.79M +50,708 New
RFWA
392
RPg Family Wealth Advisory
Massachusetts
$2.75M -$136K -2,462 -5%
EFG
393
Ehrlich Financial Group
California
$2.74M +$2.74M +49,764 New
SCA
394
Snowden Capital Advisors
New York
$2.73M -$289K -5,265 -10%
HIA
395
Harbor Investment Advisory
Maryland
$2.73M +$716K +13,022 +36%
CIAS
396
Capital Investment Advisory Services
North Carolina
$2.71M +$279K +5,069 +11%
CWA
397
Clarity Wealth Advisors
California
$2.71M +$355K +6,457 +15%
WA
398
Waverly Advisors
Alabama
$2.7M -$6.32M -114,996 -70%
CA
399
Claro Advisors
Massachusetts
$2.67M +$105K +1,911 +4%
GFG
400
Goldstone Financial Group
Illinois
$2.67M -$229K -4,159 -8%
14 15
16
17 18