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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 %
FHC
451
First Heartland Consultants
Missouri
$2.12M -$3.31M -44,559 -61%
OPWM
452
Oxinas Partners Wealth Management
Indiana
$2.12M +$60.4K +1,099 +3%
WE
453
Wealth Effects
Massachusetts
$2.11M +$114K +2,078 +6%
RFN
454
RDA Financial Network
Iowa
$2.09M +$1.75M +31,761 +503%
NC
455
Napatree Capital
Rhode Island
$2.09M +$2.09M +38,030 New
GAM
456
Gotham Asset Management
New York
$2.09M – – –
BA
457
Bridge Advisory
California
$2.04M -$81.2K -1,477 -4%
TWC
458
TD Waterhouse Canada
Ontario, Canada
$2.01M +$914K +15,850 +83%
IWM
459
IHT Wealth Management
Illinois
$2.01M +$458K +8,333 +30%
OMC
460
Old Mission Capital
Illinois
$2M +$2M +36,427 New
NA
461
Nordwand Advisors
Pennsylvania
$1.99M +$1.99M +36,270 New
FIA
462
Foundations Investment Advisors
Arizona
$1.99M +$287K +5,111 +17%
SNB
463
Security National Bank
Nebraska
$1.99M +$309K +5,616 +18%
FW
464
Fairway Wealth
Ohio
$1.97M +$1.97M +35,766 New
AF
465
Advisornet Financial
Minnesota
$1.96M +$45.6K +830 +2%
SWP
466
Stratos Wealth Partners
Ohio
$1.95M +$828K +15,068 +74%
WKWM
467
Walter & Keenan Wealth Management
Indiana
$1.93M +$101K +1,842 +6%
LFGH
468
Lee Financial Group Hawaii
Hawaii
$1.91M +$146K +2,655 +8%
AA
469
Ancora Advisors
Ohio
$1.89M +$672K +12,226 +55%
KIA
470
Kraematon Investment Advisors
Massachusetts
$1.88M -$102K -1,847 -5%
CIG
471
Cascade Investment Group
Colorado
$1.84M +$5.22K +95 +0.3%
GCM
472
Gables Capital Management
Florida
$1.84M +$23.9K +435 +1%
RFC
473
Regions Financial Corp
Alabama
$1.83M +$156K +2,841 +9%
RWPA
474
Richard W. Paul & Associates
Michigan
$1.83M +$40.7K +740 +2%
NCM
475
Nelson Capital Management
California
$1.82M -$84.5K -1,537 -4%
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