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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
+$1.92B
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$46.1M
3
CWS
Confluence Wealth Services
Pennsylvania
+$30.7M
4
HighTower Advisors
HighTower Advisors
Illinois
+$30.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$28.7M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$65.6M
2
CA
Clearstead Advisors
Ohio
-$58.8M
3
GI
Gradient Investments
Minnesota
-$49.8M
4
Bank of America
Bank of America
North Carolina
-$47.1M
5
LSIA
LaSalle St. Investment Advisors
Illinois
-$39.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMF
526
Red Mountain Financial
Colorado
$1.45M +$1.45M +26,325 New
SS
527
Sunbelt Securities
Texas
$1.45M +$59.3K +1,078 +4%
CG
528
Caprock Group
Idaho
$1.44M -$921K -16,619 -39%
SEIA
529
Signature Estate & Investment Advisors
California
$1.42M +$205K +3,735 +17%
CWM
530
Chronos Wealth Management
Florida
$1.42M +$33.2K +603 +2%
S
531
SignatureFD
Georgia
$1.41M +$87.1K +1,584 +7%
VA
532
Valmark Advisers
Ohio
$1.4M +$1.12M +20,296 +389%
CGA
533
Crescent Grove Advisors
Illinois
$1.4M +$2.72K +49 +0.2%
AFP
534
Ausdal Financial Partners
Iowa
$1.4M -$120K -2,189 -8%
SIS
535
Sound Income Strategies
Florida
$1.4M +$48.2K +877 +4%
RWS
536
Resolute Wealth Strategies
Mississippi
$1.4M +$12.8K +233 +0.9%
SFB
537
STAR Financial Bank
Indiana
$1.39M +$70.6K +1,285 +5%
CWP
538
Concord Wealth Partners
Virginia
$1.38M -$155K -2,813 -10%
FMN
539
Financial Management Network
California
$1.37M +$179K +3,269 +15%
WAAG
540
Wealth Alliance Advisory Group
Kansas
$1.37M +$25.4K +462 +2%
ZF
541
Zega Financial
Florida
$1.36M +$1.36M +24,747 New
BWM
542
BCGM Wealth Management
Indiana
$1.36M -$2.01M -36,472 -60%
WDG
543
Wealth Dimensions Group
Ohio
$1.35M -$3.24K -59 -0.2%
RA
544
RFG Advisory
Alabama
$1.35M -$436K -7,924 -24%
FAM
545
Frontier Asset Management
Wyoming
$1.34M +$302K +5,496 +29%
CBT
546
CoreFirst Bank & Trust
Kansas
$1.33M +$125K +2,280 +10%
FH
547
FWG Holdings
Florida
$1.32M -$6.31M -114,550 -83%
GRP
548
Global Retirement Partners
California
$1.32M -$1.15M -20,770 -47%
CFO
549
Collective Family Office
Pennsylvania
$1.32M +$945K +17,197 +255%
LA
550
Latitude Advisors
Florida
$1.31M -$1.55M -28,255 -54%
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