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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 %
HCM
651
Highlander Capital Management
New Jersey
$711K +$84.1K +1,530 +13%
IA
652
IAM Advisory
Pennsylvania
$704K -$132K -2,409 -16%
US Bancorp
653
US Bancorp
Minnesota
$696K +$325K +5,918 +88%
TC
654
Trust Company
Kansas
$694K +$12.5K +227 +2%
AWAP
655
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$689K -$83.5K -1,519 -11%
CFB
656
Cullen/Frost Bankers
Texas
$684K – – –
AMM
657
American Money Management
California
$682K -$73.1K -1,329 -10%
Fifth Third Bancorp
658
Fifth Third Bancorp
Ohio
$681K +$258K +4,701 +61%
FPAS
659
Focus Partners Advisor Solutions
Missouri
$680K -$5.28K -96 -0.8%
WSCM
660
Wellington Shields Capital Management
New York
$679K +$165K +3,002 +32%
AWE
661
Avidian Wealth Enterprises
Texas
$677K -$444K -8,069 -40%
LTI
662
Laffer Tengler Investments
Tennessee
$662K -$150K -2,728 -18%
CAM
663
CPA Asset Management
Florida
$659K +$101K +1,843 +18%
SPIS
664
Steward Partners Investment Solutions
Oregon
$659K +$659K +11,980 New
FCA
665
FinTrust Capital Advisors
South Carolina
$658K -$96.7K -1,759 -13%
PWPS
666
Pinnacle Wealth Planning Services
Ohio
$654K +$275 +5 +0%
CP
667
Coho Partners
Pennsylvania
$652K +$215K +3,902 +49%
BWM
668
Baystate Wealth Management
Massachusetts
$651K -$2.53K -46 -0.4%
IBOK
669
Independence Bank of Kentucky
Kentucky
$639K – – –
CAM
670
Cozad Asset Management
Illinois
$636K – – –
MA
671
MONECO Advisors
Connecticut
$636K +$422K +7,674 +197%
MIM
672
Moseley Investment Management
Florida
$634K +$212K +3,857 +50%
CWM
673
CIBC World Markets
New York
$632K +$130K +2,361 +26%
LI
674
LVZ Inc
Michigan
$632K -$255K -4,640 -29%
FVWA
675
Foster Victor Wealth Advisors
South Carolina
$623K +$225K +4,076 +56%
25 26
27
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