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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 %
LA
626
Lifeworks Advisors
Michigan
$837K -$19K -345 -2%
MWM
627
Marion Wealth Management
Pennsylvania
$829K +$395K +7,178 +91%
SFG
628
SNS Financial Group
Minnesota
$828K +$155K +2,792 +23%
BW
629
Bison Wealth
Georgia
$811K +$811K +14,750 New
III
630
Independent Investors Inc
New York
$801K – – –
CWP
631
Cyndeo Wealth Partners
Florida
$796K – – –
BFEC
632
Benjamin F. Edwards & Company
Missouri
$795K +$318K +5,793 +67%
NL
633
NVWM LLC
Pennsylvania
$792K – – –
CMS
634
Capital Market Strategies
Florida
$789K +$8.85K +161 +1%
SWM
635
Scissortail Wealth Management
Oklahoma
$784K +$784K +13,968 New
AGWCA
636
Annis Gardner Whiting Capital Advisors
Florida
$779K +$283K +5,107 +57%
SRA
637
Secured Retirement Advisors
Minnesota
$773K +$773K +14,056 New
MWA
638
MN Wealth Advisors
Kansas
$770K +$770K +14,010 New
MSAM
639
Moloney Securities Asset Management
Missouri
$759K +$63.2K +1,150 +9%
FWM
640
Fortress Wealth Management
California
$755K -$1.89M -34,317 -71%
SAF
641
Smith Anglin Financial
Texas
$754K +$272K +4,942 +56%
MAC
642
Mason & Associates (California)
California
$752K +$97.4K +1,771 +15%
AAS
643
Annex Advisory Services
Wisconsin
$752K +$515K +9,368 +218%
LFGO
644
Legacy Financial Group (Oklahoma)
Oklahoma
$746K -$74.2K -1,350 -9%
PSCM
645
Per Stirling Capital Management
Texas
$743K +$194K +3,532 +35%
Prudential Financial
646
Prudential Financial
New Jersey
$724K +$329K +5,981 +83%
SFA
647
Souders Financial Advisors
Ohio
$720K -$23.7K -431 -3%
NFSG
648
Newbridge Financial Services Group
Florida
$718K +$263K +4,781 +58%
WP
649
Wealthspan Partners
Iowa
$715K +$49.4K +899 +7%
LWA
650
Lineweaver Wealth Advisors
Ohio
$712K +$23.5K +427 +3%
24 25
26
27 28