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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 %
TC
826
TownSquare Capital
Utah
$258K 4,695 -4,214 -47%
SIMC
827
Squire Investment Management Company
Utah
$255K 4,635 +4,635 New
SW
828
SMART Wealth
Nebraska
$255K 4,630 +4,630 New
CWA
829
Clarus Wealth Advisors
Arizona
$252K 4,569 +4,569 New
CA
830
Carson Advisory
Georgia
$252K 4,578 +70 +2%
LPAM
831
Lodestar Private Asset Management
California
$249K 4,532 +4,532 New
ACM
832
Avalon Capital Management
California
$249K 4,525 -140,063 -97%
RWM
833
RBA Wealth Management
California
$249K 4,524 -469 -9%
ML
834
McAdam LLC
Pennsylvania
$248K 4,505 +4,505 New
Betterment LLC
835
Betterment LLC
New York
$246K 4,480 -2,921 -39%
S4W
836
Solutions 4 Wealth
Texas
$245K 4,450 +4,450 New
ACM
837
Academy Capital Management
Texas
$243K 4,411 +458 +12%
CFS
838
CRA Financial Services
New Jersey
$240K 4,372 -300 -6%
MFG
839
Merit Financial Group
Georgia
$240K 4,362 +88 +2%
BL
840
BFSG LLC
California
$240K 4,357 -815 -16%
AB
841
Atlas Brown
Kentucky
$239K 4,354 -1,706 -28%
AA
842
Advisory Alpha
Michigan
$239K 4,346 -4,089 -48%
MAM
843
Milestone Asset Management
Pennsylvania
$238K 4,325 +510 +13%
EC
844
Elequin Capital
New York
$237K 4,309 +4,309 New
TNBTD
845
Trustmark National Bank Trust Department
Mississippi
$236K 4,287 +4,287 New
FF
846
Fluent Financial
Texas
$236K 4,286 -20 -0.5%
VC
847
Veracity Capital
Georgia
$227K 4,123 -2,558 -38%
SPA
848
Sentinel Pension Advisors
Massachusetts
$226K 4,107 +4,107 New
Qube Research & Technologies (QRT)
849
Qube Research & Technologies (QRT)
United Kingdom
$225K 4,097 -3,716 -48%
FFG
850
Fortem Financial Group
California
$224K 4,082 – –
32 33
34
35 36