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JPMorgan Equity Premium Income ETF
JEPI

998 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 177 funds opening new positions, 470 increasing their positions, 285 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 58

65% more repeat investments, than reductions

Existing positions increased: 470 | Existing positions reduced: 285

19% more capital invested

Capital invested by funds: $12.9B → $15.4B (+$2.47B)

12% more funds holding

Funds holding: 892 → 998 (+106)

6.11% more ownership

Funds ownership: 44.35% → 50.47% (+6.1%)

1% more funds holding in top 10

Funds holding in top 10: 137 → 138 (+1)

48% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $36.6M

Holders
998
Holders Change
+106
Holders Change %
+11.88%
% of All Funds
14.55%
Holding in Top 10
138
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.73%
% of All Funds
2.01%
New
177
Increased
470
Reduced
285
Closed
58
Calls
$18.9M
Puts
$36.6M
Net Calls
-$17.6M
Net Calls Change
-$41.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.88B
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$45.2M
3
CWS
Confluence Wealth Services
Pennsylvania
+$30.1M
4
HighTower Advisors
HighTower Advisors
Illinois
+$29.7M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$28.1M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$64.3M
2
CA
Clearstead Advisors
Ohio
-$57.6M
3
GI
Gradient Investments
Minnesota
-$48.8M
4
Bank of America
Bank of America
North Carolina
-$46.2M
5
LJCM
Lee Johnson Capital Management
Texas
-$37.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
376
Northeast Financial Group
Pennsylvania
$2.94M +$2.89M +53,562 New
MCWA
377
Meadow Creek Wealth Advisors
Georgia
$2.93M +$2.88M +53,374 New
BBL
378
Beck Bode LLC
Massachusetts
$2.91M -$156K -2,891 -5%
ACM
379
Allred Capital Management
Texas
$2.9M +$2.37M +43,902 +492%
OHWP
380
Oak Harbor Wealth Partners
North Carolina
$2.9M +$2.7K +50 +0.1%
OPOWM
381
One Plus One Wealth Management
Florida
$2.89M +$2.83M +52,520 New
RJT
382
Raymond James Trust
Florida
$2.89M +$592K +10,976 +26%
MAS
383
Meeder Advisory Services
Ohio
$2.87M +$118K +2,191 +4%
Mercer Global Advisors
384
Mercer Global Advisors
Colorado
$2.86M -$815K -15,121 -23%
RRA
385
Round Rock Advisors
Connecticut
$2.86M -$105K -1,948 -4%
Bank of Montreal
386
Bank of Montreal
Ontario, Canada
$2.83M +$2.07M +38,387 +292%
SKK
387
Shepherd Kaplan Krochuk
Massachusetts
$2.82M -$203K -3,766 -7%
Balyasny Asset Management
388
Balyasny Asset Management
Illinois
$2.82M +$2.77M +51,338 New
VCP
389
Verus Capital Partners
Arizona
$2.82M +$16.4K +305 +0.6%
HWM
390
HB Wealth Management
Georgia
$2.81M -$638K -11,824 -19%
CA
391
Continuum Advisory
Idaho
$2.8M +$150K +2,775 +6%
AC
392
AlphaCore Capital
California
$2.8M -$1.23M -22,733 -31%
PCS
393
Private Client Services
Kentucky
$2.79M +$2.73M +50,708 New
RFWA
394
RPg Family Wealth Advisory
Massachusetts
$2.75M -$133K -2,462 -5%
EFG
395
Ehrlich Financial Group
California
$2.74M +$2.68M +49,764 New
SCA
396
Snowden Capital Advisors
New York
$2.73M -$284K -5,265 -10%
HIA
397
Harbor Investment Advisory
Maryland
$2.73M +$702K +13,022 +36%
CIAS
398
Capital Investment Advisory Services
North Carolina
$2.71M +$273K +5,069 +11%
CWA
399
Clarity Wealth Advisors
California
$2.71M +$348K +6,457 +15%
WA
400
Waverly Advisors
Alabama
$2.7M -$6.2M -114,996 -70%
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