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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 %
EFA
851
Evernest Financial Advisors
Indiana
$224K 4,080 +4,080 New
FAG
852
Fortitude Advisory Group
Washington
$224K 4,072 -185 -4%
KWS
853
Keystone Wealth Services
California
$222K 4,035 +282 +8%
NL
854
Navalign LLC
California
$221K 4,021 -2,929 -42%
SYBT
855
Stock Yards Bank & Trust
Kentucky
$221K 4,015 +4,015 New
S
856
Sachetta
Massachusetts
$221K 4,012 +4,012 New
AT
857
Arden Trust
Delaware
$220K 3,994 +3,994 New
WCA
858
Westover Capital Advisors
Delaware
$217K 3,952 +3,952 New
CPIG
859
Chicago Partners Investment Group
Illinois
$215K 3,870 +3,870 New
EWA
860
Exencial Wealth Advisors
Oklahoma
$215K 3,907 +3,907 New
SAI
861
Savvy Advisors Inc
New York
$215K 3,906 +3,906 New
SCG
862
Sonata Capital Group
Washington
$214K 3,888 +3,888 New
CWM
863
Congress Wealth Management
Massachusetts
$214K 3,888 -31,419 -89%
BB
864
Bell Bank
North Dakota
$213K 3,878 -539 -12%
NGA
865
Naples Global Advisors
Florida
$213K 3,836 +46 +1%
Wolverine Trading
866
Wolverine Trading
Illinois
$211K 3,837 -4,500 -54%
JWA
867
JFS Wealth Advisors
Pennsylvania
$210K 3,825 +75 +2%
FTUS
868
Flow Traders U.S.
New York
$209K 3,803 – –
SEEDPG
869
S.E.E.D. Planning Group
New York
$209K 3,800 – –
BRG
870
Bay Rivers Group
Virginia
$208K 3,790 +3,790 New
FSI
871
Flow State Investments
Illinois
$208K 3,786 +3,786 New
MIM
872
Macroview Investment Management
Maryland
$208K 3,780 +3,563 +1,642%
WFG
873
Wills Financial Group
Virginia
$207K 3,757 +3,757 New
SW
874
Solidarity Wealth
Utah
$204K 3,682 -107 -3%
QCIG
875
Quad-Cities Investment Group
Iowa
$202K 3,673 -217 -6%
33 34
35
36 37