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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.

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
1
Morgan Stanley
New York
$3.71B
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$78.2M
3
CWS
3
Confluence Wealth Services
Pennsylvania
$52.7M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$116M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$98.9M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$357M
2
CA
2
Clearstead Advisors
Ohio
$63.2M
3
GI
3
Gradient Investments
Minnesota
$17.1M
4
Bank of America
4
Bank of America
North Carolina
$1.42B
5
LSIA
5
LaSalle St. Investment Advisors
Illinois
$4.25M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$78.2M 1,421,526 +838,342 +144%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$77.3M 1,406,757 -129,614 -8%
FWP
28
FAS Wealth Partners
Kansas
$66.5M 1,210,402 +20,075 +2%
LPL Financial
29
LPL Financial
California
$65.7M 1,194,889 +223,982 +23%
CA
30
Clearstead Advisors
Ohio
$63.2M 1,149,642 -1,068,964 -48%
AWM
31
AE Wealth Management
Kansas
$61M 1,090,282 +88,656 +9%
RA
32
Rational Advisors
New York
$53.9M 980,560 -59,710 -6%
Truist Financial
33
Truist Financial
North Carolina
$53.4M 972,009 -67,925 -7%
CWS
34
Confluence Wealth Services
Pennsylvania
$52.7M 958,800 +558,295 +139%
MAWA
35
Moss Adams Wealth Advisors
Washington
$52.5M 950,282 +14,505 +2%
CA
36
Cetera Advisors
Colorado
$50.6M 920,046 -2,444 -0.3%
LGA
37
Lebenthal Global Advisors
New York
$50.4M 916,395 +27,665 +3%
AF
38
Allworth Financial
California
$49.5M 900,559 +171,542 +24%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$44.9M 817,009 +191,660 +31%
CT
40
Cambridge Trust
Massachusetts
$43.8M 797,301 +12,660 +2%
NYLIM
41
New York Life Investment Management
New York
$43.3M 787,214 +6,672 +0.9%
AP
42
Americana Partners
Texas
$42.7M 741,063 -21,394 -3%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$41.6M 756,007 +60,886 +9%
CIA
44
Capital Investment Advisors
Georgia
$40.9M 743,052 +94,446 +15%
AUB
45
Atlantic Union Bankshares
Virginia
$40.1M 730,077 +13,255 +2%
NA
46
Nottingham Advisors
New York
$40M 817,807 +31,825 +4%
CAI
47
Capital Advisors Inc
Oklahoma
$39.6M 720,255 +2,109 +0.3%
AWS
48
Atria Wealth Solutions
New York
$38.4M 696,430 +21,947 +3%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$38.3M 696,887 +48,006 +7%
BCM
50
Brookstone Capital Management
Illinois
$38.2M 694,471 +3,948 +0.6%
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