JEPI icon

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 %
DA
476
Detalus Advisors
Missouri
$1.81M -$295K -5,370 -14%
SW
477
SteelPeak Wealth
California
$1.8M +$186K +3,353 +12%
PWM
478
Prosperity Wealth Management
California
$1.79M -$395K -7,183 -18%
NS
479
NBC Securities
Alabama
$1.79M +$40.9K +744 +2%
ECM
480
Evergreen Capital Management
Washington
$1.79M +$36.7K +662 +2%
MHS
481
M Holdings Securities
Oregon
$1.79M +$57.4K +1,044 +3%
SA
482
Stewardship Advisors
Pennsylvania
$1.78M -$88.9K -1,617 -5%
AFG
483
Atomi Financial Group
New York
$1.78M +$693K +12,600 +64%
VWM
484
Vigilare Wealth Management
Arizona
$1.76M +$795K +14,460 +83%
CFG
485
Citizens Financial Group
Rhode Island
$1.75M +$78.2K +1,422 +5%
RSWM
486
Robertson Stephens Wealth Management
California
$1.75M +$407K +7,351 +30%
BWM
487
BKM Wealth Management
Wisconsin
$1.74M +$1.74M +31,677 New
CCMW
488
Cypress Capital Management (Wyoming)
Wyoming
$1.74M -$154K -2,774 -8%
CFGS
489
Concourse Financial Group Securities
Alabama
$1.73M -$60.5K -1,091 -3%
EFMC
490
Empire Financial Management Company
New York
$1.73M -$79.9K -1,454 -4%
CTWM
491
Cherry Tree Wealth Management
Minnesota
$1.72M +$159K +2,890 +10%
MP
492
McDonald Partners
Ohio
$1.7M -$55K -1,000 -3%
SEA
493
Stegent Equity Advisors
Texas
$1.7M -$365K -6,631 -18%
3AM
494
3EDGE Asset Management
Florida
$1.69M +$1.69M +30,780 New
SSWM
495
Sheets Smith Wealth Management
North Carolina
$1.69M +$6.1K +111 +0.4%
EA
496
Eudaimonia Advisors
Tennessee
$1.68M -$156K -2,832 -8%
CCP
497
Clarity Capital Partners
California
$1.66M +$1.66M +30,188 New
MWM
498
Mascoma Wealth Management
New Hampshire
$1.65M -$907K -16,489 -35%
FPB
499
First PREMIER Bank
South Dakota
$1.63M -$176K -3,200 -10%
SCA
500
Scott Capital Advisors
Oregon
$1.62M +$186K +3,374 +13%
18 19
20
21 22