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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 %
WMA
401
West Michigan Advisors
Michigan
$2.66M -$1.5M -27,205 -36%
EE
402
EWG Elevate
California
$2.61M -$307K -5,576 -11%
CFA
403
Cahill Financial Advisors
Minnesota
$2.59M +$108K +1,956 +4%
BWA
404
Beam Wealth Advisors
Louisiana
$2.57M -$127K -2,305 -5%
SOS
405
Silver Oak Securities
Tennessee
$2.57M +$962K +17,488 +60%
PFP
406
Pinnacle Financial Partners
Tennessee
$2.56M +$954K +17,359 +60%
BAM
407
Bellevue Asset Management
Washington
$2.55M +$2.5M +45,424 +4,542%
EP
408
Eudaimonia Partners
Tennessee
$2.55M -$62.7K -1,140 -2%
HG
409
Herbst Group
Connecticut
$2.52M +$304K +5,527 +14%
PG
410
Prostatis Group
Maryland
$2.52M +$373K +6,783 +17%
FMTCOCP
411
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.51M +$1.13M +20,530 +82%
AWM
412
Avaii Wealth Management
Wisconsin
$2.5M +$22.4K +408 +0.9%
EH
413
Equitable Holdings
New York
$2.49M -$106K -1,926 -4%
BAM
414
Belpointe Asset Management
Nevada
$2.49M -$1.09M -19,833 -30%
AWA
415
Acorn Wealth Advisors
Michigan
$2.49M -$17.5K -319 -0.7%
RCM
416
Rain Capital Management
Oregon
$2.49M -$10.7K -194 -0.4%
CB
417
Cadence Bank
Mississippi
$2.49M +$1.26M +22,900 +103%
CCFM
418
Clear Creek Financial Management
Washington
$2.45M -$497K -9,031 -17%
AAS
419
Ameritas Advisory Services
Nebraska
$2.44M -$3.73M -67,429 -60%
HA
420
Herold Advisors
New York
$2.44M +$174K +3,157 +8%
CIA
421
Concurrent Investment Advisors
Florida
$2.43M +$2.43M +44,169 New
BWP
422
Balboa Wealth Partners
Arizona
$2.43M +$36.6K +666 +2%
ACM
423
Ategra Capital Management
Virginia
$2.42M +$667K +12,136 +38%
MFG
424
MidWestOne Financial Group
Iowa
$2.42M -$319K -5,797 -12%
NEWAS
425
N.E.W. Advisory Services
Wisconsin
$2.42M +$396K +7,207 +20%
15 16
17
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