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 %
LAM
601
Lewis Asset Management
California
$958K +$958K +17,419 New
MA
602
Modus Advisors
Minnesota
$957K -$131K -2,381 -12%
TP
603
Tranquility Partners
Tennessee
$954K -$45.9K -834 -5%
IFPG
604
Intrepid Financial Planning Group
Indiana
$951K +$13.5K +246 +1%
RA
605
Rockingstone Advisors
Massachusetts
$949K -$79.2K -1,440 -8%
LS
606
Leelyn Smith
Illinois
$922K +$270K +4,916 +41%
TAM
607
Tucker Asset Management
Colorado
$922K +$29.9K +544 +3%
SP
608
Stablepoint Partners
Massachusetts
$920K +$920K +16,733 New
Ameriprise
609
Ameriprise
Minnesota
$913K +$690K +12,551 +309%
SAG
610
SageView Advisory Group
California
$908K -$664K -12,391 Closed
WA
611
Wealth Alliance
New York
$907K +$691K +12,562 +320%
LIG
612
Lokken Investment Group
Delaware
$903K +$286K +5,206 +46%
AWM
613
Accel Wealth Management
Iowa
$902K -$35K -637 -4%
VVP
614
Venture Visionary Partners
Ohio
$902K +$902K +16,404 New
FFP
615
FourThought Financial Partners
Florida
$902K -$31.5K -573 -3%
JF
616
JSF Financial
California
$897K -$39K -710 -4%
CPA
617
Cardiff Park Advisors
California
$892K +$8.91K +162 +1%
HTC
618
Haverford Trust Company
Pennsylvania
$891K -$65.9K -1,199 -7%
SWM
619
Sugarloaf Wealth Management
Georgia
$882K +$564K +10,250 +177%
AWM
620
AllSquare Wealth Management
New York
$870K – – –
WI
621
Wintrust Investments
Illinois
$859K +$159K +2,899 +23%
Jane Street
622
Jane Street
New York
$856K +$856K +15,569 New
CCIA
623
Cherry Creek Investment Advisors
Colorado
$853K -$33.7K -613 -4%
BCP
624
Blue Chip Partners
Michigan
$852K +$287K +5,214 +51%
ACP
625
Aviance Capital Partners
Florida
$840K +$840K +15,274 New
23 24
25
26 27