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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 Market Value Shares Shares
Change 		Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$37.5M 682,364 +119,300 +21%
KAS
52
Kestra Advisory Services
Texas
$36.9M 671,802 +170,951 +34%
FFA
53
First Foundation Advisors
California
$34.5M 627,027 +10,230 +2%
OC
54
Oakworth Capital
Alabama
$34.4M 625,019 +19,752 +3%
PCFFS
55
Pacific Center for Financial Services
California
$34.2M 622,149 -1,857 -0.3%
PA
56
Pinnacle Associates
New York
$32.3M 586,946 -14,011 -2%
MFG
57
Magnus Financial Group
New York
$32M 581,645 +10,133 +2%
EFH
58
Eaton Financial Holdings
Florida
$31.3M 568,730 +68,972 +14%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$31.2M 566,863 +410,768 +263%
FPGK
60
Financial Partners Group (Kansas)
Kansas
$30.1M 546,723 +6,455 +1%
SPIA
61
Steward Partners Investment Advisory
New York
$29.4M 534,084 +65,706 +14%
CG
62
CFO4Life Group
Texas
$29.3M 532,834 +9,859 +2%
Comerica Bank
63
Comerica Bank
Texas
$29.2M 531,748 -60,958 -10%
KCM
64
Kathmere Capital Management
Pennsylvania
$28.7M 521,858 +3,787 +0.7%
LFG
65
Leverty Financial Group
Wisconsin
$28.1M 511,063 +21,782 +4%
MW
66
Melia Wealth
Oklahoma
$27.7M 503,983 +503,983 New
PCIA
67
Prime Capital Investment Advisors
Kansas
$27.1M 493,225 -99,417 -17%
EA
68
Ergawealth Advisors
Illinois
$27M 491,771 -109,640 -18%
CSPIA
69
Cary Street Partners Investment Advisory
Virginia
$26.8M 487,805 +37,308 +8%
4WM
70
49 Wealth Management
Texas
$26.1M 474,733 +474,733 New
CBA
71
Coastal Bridge Advisors
Connecticut
$26M 473,773 +39,825 +9%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$25.3M 459,262 -10,839 -2%
IWC
73
Integrated Wealth Concepts
Massachusetts
$24.3M 442,648 -8,594 -2%
CF
74
Corrigan Financial
Rhode Island
$24.2M 439,918 +2,404 +0.5%
GL
75
Graypoint LLC
New York
$24.1M 437,959 -82,714 -16%
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