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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 %
AFP
426
Alpha Financial Partners
Kentucky
$2.41M -$854K -15,539 -26%
E
427
ETFidea
New York
$2.4M +$4.95K +90 +0.2%
LFAS
428
Level Four Advisory Services
Texas
$2.4M +$282K +5,128 +13%
GVAG
429
Great Valley Advisor Group
Delaware
$2.39M +$581K +10,567 +32%
GWM
430
Greenwich Wealth Management
Connecticut
$2.39M +$2.09M +38,046 +700%
RC
431
Rovin Capital
Arizona
$2.37M -$1.1K -20 -0%
NLP
432
Next Level Private
New York
$2.33M +$531K +9,655 +29%
BSSFA
433
Baron Silver Stevens Financial Advisors
Florida
$2.33M -$654K -11,901 -22%
RFA
434
Register Financial Advisors
Georgia
$2.33M -$33.3K -605 -1%
BAG
435
Bridgewealth Advisory Group
California
$2.32M +$981K +17,849 +73%
HC
436
Hourglass Capital
Texas
$2.32M +$165K +3,000 +8%
SIAP
437
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.32M +$447K +8,134 +24%
SFA
438
Source Financial Advisors
New York
$2.31M -$35.6K -648 -2%
RAM
439
Redmond Asset Management
Virginia
$2.29M +$236K +4,293 +11%
WM
440
Whitford Management
New York
$2.29M +$2.29M +41,624 New
TCM
441
Triumph Capital Management
Colorado
$2.28M -$930K -16,781 -29%
FWM
442
FMA Wealth Management
Massachusetts
$2.27M +$2.27M +41,276 New
GCP
443
Gill Capital Partners
Colorado
$2.24M +$305K +5,541 +16%
GSEP
444
Golden State Equity Partners
California
$2.24M +$904K +16,439 +68%
Brown Advisory
445
Brown Advisory
Maryland
$2.23M -$2.19M -39,916 -50%
PIA
446
Panoramic Investment Advisors
Colorado
$2.23M +$333K +6,061 +18%
H
447
HoyleCohen
California
$2.22M +$492K +8,957 +29%
PFA
448
Plotkin Financial Advisors
Maryland
$2.21M -$126K -2,299 -5%
NW
449
NewEdge Wealth
Pennsylvania
$2.16M +$504K +9,170 +30%
LCWP
450
Legacy Capital Wealth Partners
Arkansas
$2.13M -$207K -3,774 -9%
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