JEPI icon

JPMorgan Equity Premium Income ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
MA
726
Montag & Associates
Georgia
$472K 8,513 +2,420 +40%
DPI
727
Diversified Portfolios Inc
Michigan
$470K 8,551 +335 +4%
BJL
728
Brighton Jones LLC
Washington
$465K 8,466 -786 -8%
Luther King Capital Management (LKCM)
729
Luther King Capital Management (LKCM)
Texas
EWA
730
Etesian Wealth Advisors
Oregon
$458K 8,331 +2,881 +53%
PD
731
Planning Directions
Pennsylvania
$454K 8,254 +8,254 New
FFS
732
Founders Financial Securities
Maryland
$449K 8,175 +3,124 +62%
PFP
733
Paragon Financial Partners
California
$445K 8,100 -3,890 -32%
CHJWM
734
Carlton Hofferkamp & Jenks Wealth Management
Texas
$444K 7,979 -100 -1%
WLPWM
735
Walled Lake Planning & Wealth Management
Illinois
$442K 8,044 -84 -1%
TWP
736
Tempus Wealth Planning
California
$438K 7,971 +7,971 New
KFI
737
Key Financial Inc
Pennsylvania
$438K 7,970 +385 +5%
SIC
738
Samalin Investment Counsel
New York
$438K 7,964 -863 -10%
WA
739
WESPAC Advisors
California
$436K 7,933
FWCM
740
Ferguson Wellman Capital Management
Oregon
$429K 7,811 +7,811 New
TMWM
741
Taylor & Morgan Wealth Management
Michigan
$423K 7,695 +7,695 New
FIC
742
Family Investment Center
Missouri
$422K 7,677 -5,252 -41%
PFA
743
Pinnacle Family Advisors
Missouri
$420K 7,631 +516 +7%
WCM
744
Wealthcare Capital Management
Virginia
$418K 7,595 +7,595 New
JSL
745
JT Stratford LLC
Georgia
$414K 7,524 +1,867 +33%
CC
746
Cannell & Co
New York
$412K 7,500
CCB
747
Cutter & Co Brokerage
Missouri
$407K 7,399 +109 +1%
IIA
748
IPG Investment Advisors
California
$403K 7,275 +560 +8%
NWA
749
Navis Wealth Advisors
New York
$403K 7,325
AAS
750
Asset Allocation Strategies
Michigan
$398K 7,245 +253 +4%