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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 %
1WM
751
1900 Wealth Management
Texas
$395K 7,191 -3,997 -36%
BFG
752
Berger Financial Group
Minnesota
$393K 7,156 +2,768 +63%
AA
753
AlphaMark Advisors
Kentucky
$388K 7,054 -3,543 -33%
TWM
754
Tanglewood Wealth Management
Texas
$387K 7,040 +7,040 New
SWM
755
Stockman Wealth Management
Montana
$386K 7,028 -923 -12%
FW
756
FirstPurpose Wealth
Utah
$383K 6,957 +1,567 +29%
PEA
757
Park Edge Advisors
Ohio
$379K 6,892 +6,892 New
IAP
758
Indie Asset Partners
Indiana
$377K 6,860 -949 -12%
TPWA
759
TRUE Private Wealth Advisors
Oregon
$373K 6,791 -265 -4%
EWM
760
Endowment Wealth Management
Wisconsin
$373K 6,784 -705 -9%
LFA
761
LGT Financial Advisors
Texas
$372K 6,767 +896 +15%
SI
762
SimpliFi Inc
California
$369K 6,890 – –
SMF
763
Sterling Manor Financial
New York
$367K 6,667 +6,667 New
AA
764
Argent Advisors
Louisiana
$366K 6,666 – –
CBFP
765
Cedar Brook Financial Partners
Ohio
$364K 6,608 -97 -1%
CT
766
Colonial Trust
South Carolina
$363K 6,603 – –
JWBC
767
John W. Brooker & Co
California
$362K 6,585 +116 +2%
APW
768
Atlantic Private Wealth
North Carolina
$360K 6,543 – –
EL
769
EMFO LLC
Florida
$357K 6,500 -7,000 -52%
3IP
770
3Chopt Investment Partners
Virginia
$351K 6,340 +6,340 New
TWP
771
Tyche Wealth Partners
Texas
$351K 6,383 +6,383 New
Northern Trust
772
Northern Trust
Illinois
$350K 6,368 +856 +16%
MSFS
773
Main Street Financial Solutions
Pennsylvania
$344K 6,252 +328 +6%
D.E. Shaw & Co
774
D.E. Shaw & Co
New York
$342K 6,223 +6,223 New
EW
775
Element Wealth
Mississippi
$340K 6,189 +929 +18%
29 30
31
32 33