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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 %
SFG
801
Seamount Financial Group
Colorado
$290K 5,274 +5,274 New
BFWA
802
Benchmark Financial Wealth Advisors
Florida
$289K 5,261 +787 +18%
SFWC
803
Strategic Family Wealth Counselors
New Jersey
$288K 5,235 +5,235 New
VT
804
Vise Technologies
New York
$287K 5,219 +5,219 New
SC
805
Sapient Capital
Indiana
$287K 5,175 +5,175 New
CD
806
Chapin Davis
Maryland
$287K 5,215 +5,215 New
TSS
807
Two Sigma Securities
New York
$287K 5,211 +5,211 New
HZ
808
Hixon Zuercher
Ohio
$278K 5,061 -125 -2%
PHWM
809
Pine Harbor Wealth Management
Maryland
$278K 5,060 +5,060 New
BAM
810
BOS Asset Management
Illinois
$277K 5,038 – –
AssetMark Inc
811
AssetMark Inc
California
$276K 5,028 +72 +1%
CCC
812
Chelsea Counsel Company
California
$276K 4,980 – –
CB
813
Commerce Bank
Missouri
$275K 5,009 +5,009 New
GC
814
Gratus Capital
Georgia
$275K 5,000 – –
APA
815
Astoria Portfolio Advisors
New York
$273K 4,865 -3,619 -43%
PM
816
Penbrook Management
New York
$272K 4,950 +4,950 New
MWM
817
MGB Wealth Management
Texas
$269K 4,885 +4,885 New
BONH
818
Bank of New Hampshire
New Hampshire
$268K 4,875 +4,875 New
FAM
819
Formidable Asset Management
Ohio
$266K 4,844 +2 +0%
AFC
820
AFT Forsyth & Company
Florida
$262K 4,757 +231 +5%
CAM
821
Creekmur Asset Management
Illinois
$260K 4,737 +4,737 New
BCG
822
Breakwater Capital Group
New Jersey
$260K 4,679 -4,234 -48%
CP
823
Capital Planning
Washington
$259K 4,680 – –
GHA
824
Granite Harbor Advisors
Texas
$259K 4,712 +4,712 New
AWS
825
Aspen Wealth Strategies
Colorado
$258K 4,698 +341 +8%
31 32
33
34 35