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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 %
WFA
576
Websterrogers Financial Advisors
South Carolina
$1.07M +$747K +13,591 +233%
BA
577
Bellwether Advisors
Nebraska
$1.07M – – –
P
578
&Partners
Tennessee
$1.06M +$770K +14,004 +262%
MWM
579
Meridian Wealth Management
Kentucky
$1.06M +$63.7K +1,159 +6%
AI
580
Auour Investments
Massachusetts
$1.06M -$81K -1,450 -7%
GCM
581
Gallacher Capital Management
Colorado
$1.05M – – –
EFL
582
ERn Financial LLC
Wisconsin
$1.05M +$1.05M +19,046 New
BA
583
Brightwater Advisory
Florida
$1.04M +$1.04M +22,797 New
PCM
584
Pointe Capital Management
Michigan
$1.03M +$172K +3,125 +20%
RWA
585
Rainsberger Wealth Advisors
Colorado
$1.03M -$32.9K -598 -3%
CA
586
Crewe Advisors
Utah
$1.03M -$498K -9,055 -33%
VWM
587
Venturi Wealth Management
Texas
$1.02M +$30.2K +550 +3%
IAA
588
Independent Advisor Alliance
North Carolina
$1.02M -$362K -6,579 -26%
SC
589
Sepio Capital
Utah
$1.01M +$280K +5,100 +38%
DI
590
DFPG Investments
Utah
$1.01M +$260K +4,752 +35%
KF
591
KKM Financial
Illinois
$1M +$1M +18,259 New
VHAM
592
Van Hulzen Asset Management
California
$1M +$55.4K +1,007 +6%
SFG
593
Sovereign Financial Group
Connecticut
$996K +$97.6K +1,775 +11%
OP
594
ORG Partners
Indiana
$993K +$391K +7,116 +65%
Goldman Sachs
595
Goldman Sachs
New York
$993K +$993K +18,063 New
MFA
596
Mayflower Financial Advisors
Massachusetts
$988K +$204K +3,719 +26%
STAS
597
Strong Tower Advisory Services
Minnesota
$981K +$3.74K +68 +0.4%
WSTAM
598
Wilbanks Smith & Thomas Asset Management
Virginia
$979K – – –
NCM
599
Novare Capital Management
North Carolina
$974K -$83.6K -1,520 -8%
OCG
600
Opus Capital Group
Ohio
$973K +$29.5K +536 +3%
22 23
24
25 26