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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 %
EWM
551
EPG Wealth Management
Georgia
$1.31M +$72.7K +1,301 +6%
ST
552
Somerset Trust
Pennsylvania
$1.3M +$145K +2,630 +13%
MLRA
553
Main Line Retirement Advisors
Montana
$1.29M +$1.29M +23,487 New
PCA
554
Pallas Capital Advisors
Massachusetts
$1.29M -$554K -10,082 -30%
MCIA
555
Mountain Capital Investment Advisors
Colorado
$1.29M +$98.2K +1,782 +8%
FAM
556
Family Asset Management
South Carolina
$1.28M -$3.68K -67 -0.3%
HBW
557
Hazlett, Burt & Watson
West Virginia
$1.27M +$17.1K +311 +1%
ACM
558
Alpha Capital Management
Texas
$1.25M -$34.2M -622,286 -96%
NWM
559
Napa Wealth Management
California
$1.25M +$1.25M +22,814 New
BWM
560
BlackDiamond Wealth Management
New York
$1.24M +$30.6K +548 +3%
CRWM
561
Castle Rock Wealth Management
California
$1.24M -$464K -8,483 -27%
WC
562
Waterloo Capital
Texas
$1.23M +$199K +3,623 +19%
SIG
563
Spinnaker Investment Group
California
$1.22M +$972K +17,681 +396%
CIA
564
Compass Ion Advisors
Pennsylvania
$1.2M -$369K -6,714 -23%
PCM
565
Parsons Capital Management
Rhode Island
$1.2M +$69.7K +1,268 +6%
HFS
566
Howard Financial Services
Texas
$1.2M +$20.9K +381 +2%
S
567
Sunpointe
Missouri
$1.2M +$1.2M +21,571 New
CPC
568
Consolidated Planning Corp
Georgia
$1.16M +$1.16M +21,114 New
PI
569
PFG Investments
New York
$1.16M -$47.6K -866 -4%
AAG
570
Armstrong Advisory Group
Massachusetts
$1.13M +$611K +11,119 +117%
O3W
571
Omni 360 Wealth
New Jersey
$1.13M +$1.13M +20,480 New
AGP
572
Autumn Glory Partners
Texas
$1.12M +$1.93K +35 +0.2%
WAM
573
Worth Asset Management
Texas
$1.11M +$55K +1,000 +5%
MPPLM
574
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.1M +$1.1M +19,997 New
HCP
575
Hexagon Capital Partners
Arkansas
$1.09M +$281K +5,103 +35%
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