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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 %
SWIM
776
Smallwood Wealth Investment Management
New Jersey
$340K 6,186 +519 +9%
SAM
777
Seelaus Asset Management
New Jersey
$338K 6,150 -2,500 -29%
PJSIMP
778
P.J. Schmidt Investment Management (PJS)
Wisconsin
$336K 6,011 +572 +11%
CAM
779
Columbia Asset Management
Michigan
$330K 6,000 +1,000 +20%
UCFA
780
United Capital Financial Advisors
Texas
$328K 5,968 +5,968 New
DIA
781
Dana Investment Advisors
Wisconsin
$327K 5,940 -1,590 -21%
DF
782
Dunhill Financial
United Kingdom
$326K 5,922 -44,376 -88%
TC
783
TAGStone Capital
North Carolina
$325K 5,860 +120 +2%
HSWM
784
Hubbell Strickland Wealth Management
Louisiana
$325K 5,909 +109 +2%
OBWG
785
Onyx Bridge Wealth Group
New York
$322K 5,864 +5,864 New
SFA
786
Sequoia Financial Advisors
Ohio
$315K 5,725 +5,725 New
OWA
787
Outlook Wealth Advisors
Texas
$314K 5,709 -13,176 -70%
PSIWM
788
Paradigm Strategies in Wealth Management
Minnesota
$312K 5,677 – –
DC
789
Defender Capital
North Carolina
$309K 5,625 – –
RAG
790
RIA Advisory Group
Iowa
$307K 1,806 +1,806 New
LAM
791
LifePro Asset Management
California
$306K 5,566 -2,454 -31%
KeyBank National Association
792
KeyBank National Association
Ohio
$305K 5,550 -753 -12%
LWL
793
Leo Wealth LLC
Texas
$303K 5,314 +5,314 New
REMPR
794
Roof Eidam Maycock Peralta (REMP)
California
$302K 5,500 – –
CCT
795
Capital City Trust
Florida
$300K 5,454 – –
FPWM
796
FSB Premier Wealth Management
Iowa
$299K 5,436 +1,541 +40%
QWP
797
Quotient Wealth Partners
Texas
$295K 5,373 +5,373 New
EAM
798
Empirical Asset Management
Massachusetts
$295K 5,363 +5,363 New
AFG
799
Alterity Financial Group
Maine
$291K 5,297 -104 -2%
SFC
800
SYM Financial Corp
Indiana
$290K 5,279 -1,251 -19%
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