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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 %
SEP
701
Southland Equity Partners
Missouri
$530K +$207K +3,760 +64%
AWM
702
Avior Wealth Management
Nebraska
$529K -$311K -5,658 -37%
BC
703
Belmont Capital
California
$523K +$8.69K +158 +2%
CFA
704
Capstone Financial Advisors
Illinois
$523K +$10.7K +195 +2%
TDC
705
Thompson Davis & Co
Virginia
$522K +$5.5K +100 +1%
ACM
706
Advance Capital Management
Michigan
$521K -$178K -3,237 -25%
ICM
707
IMS Capital Management
Oregon
$520K +$76.4K +1,390 +17%
CCM
708
Coldstream Capital Management
Washington
$517K +$222K +4,046 +75%
PAS
709
Park Avenue Securities
New York
$516K +$516K +9,382 New
EWM
710
Evercore Wealth Management
New York
$513K – – –
CWM
711
Curi Wealth Management
North Carolina
$500K -$14.3K -260 -3%
HWM
712
Howard Wealth Management
Connecticut
$497K +$497K +9,044 New
CT
713
Clearstead Trust
Maine
$497K +$36.4K +662 +8%
TW
714
TritonPoint Wealth
Maryland
$497K +$497K +8,962 New
MPWT
715
MassMutual Private Wealth & Trust
Connecticut
$496K -$18.1K -329 -4%
KWM
716
Koa Wealth Management
California
$492K +$492K +8,943 New
Focus Partners Wealth
717
Focus Partners Wealth
Massachusetts
$491K +$491K +8,925 New
FA
718
Fountainhead AM
New Jersey
$491K +$156K +2,831 +46%
DA
719
Dover Advisors
Virginia
$490K -$87.5K -1,579 -15%
JIC
720
Joel Isaacson & Co
New York
$485K +$40.8K +742 +9%
Vontobel Holding
721
Vontobel Holding
Switzerland
$481K -$76.1K -1,385 -14%
DWG
722
Darden Wealth Group
Michigan
$477K +$477K +8,600 New
EFG
723
Embree Financial Group
Illinois
$476K +$476K +8,659 New
SG
724
StoneX Group
New York
$476K +$32.5K +587 +7%
PPWM
725
Paragon Private Wealth Management
Kentucky
$474K +$10.8K +196 +2%
27 28
29
30 31