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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 %
RIA
501
Realta Investment Advisors
Delaware
$1.62M -$1.93M -35,093 -54%
MWM
502
Mission Wealth Management
California
$1.62M -$432K -7,852 -21%
MWA
503
Moser Wealth Advisors
Washington
$1.6M +$33K +600 +2%
KA
504
Kovack Advisors
Florida
$1.6M -$200K -3,642 -11%
TCWM
505
Total Clarity Wealth Management
Illinois
$1.6M -$172K -3,137 -10%
EM
506
ELCO Management
New York
$1.59M – – –
SW
507
SkyOak Wealth
Michigan
$1.56M +$783K +14,244 +100%
FFN
508
Focus Financial Network
Minnesota
$1.56M +$1.2M +21,717 +335%
BMCM
509
Bryn Mawr Capital Management
Pennsylvania
$1.56M -$267K -4,850 -15%
TCA
510
Transcend Capital Advisors
New Jersey
$1.56M -$226K -4,111 -13%
LB
511
Legacy Bridge
Iowa
$1.55M -$118K -2,150 -7%
HSA
512
HBK Sorce Advisory
Pennsylvania
$1.54M -$474K -8,615 -23%
LA
513
LexAurum Advisors
Kansas
$1.53M +$18.3K +333 +1%
Lido Advisors
514
Lido Advisors
California
$1.52M +$242K +4,362 +19%
IFWM
515
Institute for Wealth Management
Colorado
$1.51M +$146K +2,653 +11%
XSC
516
X-Square Capital
Puerto Rico
$1.51M +$1.51M +27,519 New
AWA
517
Arkadios Wealth Advisors
Georgia
$1.49M +$218K +3,964 +17%
CAGAS
518
Capital Advisory Group Advisory Services
Minnesota
$1.48M +$8.25K +150 +0.6%
GGS
519
Galvin Gaustad & Stein
Arizona
$1.48M -$40.8K -742 -3%
SCM
520
Sage Capital Management
New Jersey
$1.46M +$1.46M +26,587 New
PWP
521
Private Wealth Partners
California
$1.46M -$192K -3,500 -12%
LWM
522
LJI Wealth Management
Indiana
$1.46M +$287K +5,228 +25%
AR
523
Apeiron RIA
Texas
$1.45M – – –
PWM
524
Purus Wealth Management
California
$1.45M -$112K -2,039 -7%
TWM
525
Trueblood Wealth Management
Ohio
$1.45M +$1.45M +26,364 New
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