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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.

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
1
Morgan Stanley
New York
$3.71B
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$78.2M
3
CWS
3
Confluence Wealth Services
Pennsylvania
$52.7M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$116M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$98.9M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$357M
2
CA
2
Clearstead Advisors
Ohio
$63.2M
3
GI
3
Gradient Investments
Minnesota
$17.1M
4
Bank of America
4
Bank of America
North Carolina
$1.42B
5
LSIA
5
LaSalle St. Investment Advisors
Illinois
$4.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
676
Maia Wealth
Colorado
$617K +$617K +11,216 New
ACA
677
American Capital Advisory
Idaho
$601K +$601K +10,929 New
AIC
678
Archer Investment Corporation
Indiana
$600K +$420K +7,630 +232%
SFWA
679
Summit Financial Wealth Advisors
Louisiana
$598K – – –
CC
680
Courier Capital
New York
$589K +$46.3K +842 +9%
MWM
681
MBE Wealth Management
Wisconsin
$588K -$35.1K -638 -6%
GIA
682
Gladstone Institutional Advisory
Florida
$585K +$172K +3,120 +41%
GFA
683
Gallagher Fiduciary Advisors
Illinois
$580K -$14.6K -266 -2%
RPGK
684
Retirement Planning Group (Kansas)
Kansas
$579K -$28.5K -519 -5%
CM
685
Columbus Macro
Pennsylvania
$579K +$8.24K +149 +1%
SDWIA
686
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$578K +$130K +2,362 +29%
MWM
687
Mosley Wealth Management
California
$578K +$578K +10,504 New
LSA
688
Lion Street Advisors
Texas
$573K +$55K +1,000 +11%
BRA
689
Biechele Royce Advisors
Indiana
$567K +$55K +1,000 +11%
ECA
690
Elevated Capital Advisors
Utah
$566K +$14.2K +259 +3%
AFA
691
American Financial Advisors
Georgia
$562K +$334K +6,071 +146%
PP
692
PDS Planning
Ohio
$559K +$322K +5,852 +135%
FFA
693
Farther Finance Advisors
California
$557K -$6.27K -114 -1%
CAP
694
Columbia Advisory Partners
Washington
$552K -$66.3K -1,205 -11%
SMH
695
Sanders Morris Harris
Texas
$551K +$551K +10,015 New
MAM
696
Meeder Asset Management
Ohio
$544K -$2.53K -46 -0.5%
WMP
697
Wealth Management Partners
Arizona
$540K +$10.7K +195 +2%
VCM
698
Virtue Capital Management
Tennessee
$538K -$307K -5,616 -36%
MCM
699
Mendel Capital Management
Arkansas
$532K +$97.1K +1,766 +22%
MW
700
Marcum Wealth
Ohio
$531K -$156K -2,835 -23%
26 27
28
29 30