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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 %
FWA
876
FSC Wealth Advisors
New York
$202K 3,680 +1,370 +59%
CPA
877
Clear Point Advisors
New York
$200K 3,640 +3,640 New
BBPWM
878
Blue Bell Private Wealth Management
Pennsylvania
$194K 3,533 -1,865 -35%
TIA
879
Tiemann Investment Advisors
California
$194K 3,525 -1,175 -25%
ACP
880
Arcus Capital Partners
Georgia
$188K 3,411 +3,411 New
AWA
881
Alaska Wealth Advisors
Alaska
$186K 3,375 -5 -0.1%
HFS
882
HBC Financial Services
Washington
$185K 3,370 +3,370 New
EBA
883
Eagle Bay Advisors
New York
$178K 3,236 +796 +33%
RG
884
Retirement Group
California
$176K 3,206 +347 +12%
SMA
885
Sage Mountain Advisors
Georgia
$176K 3,206 – –
FP
886
Financial Perspectives
Minnesota
$174K 3,172 +64 +2%
ACA
887
Atlas Capital Advisors
Wyoming
$165K 2,993 -5,028 -63%
PTC
888
Private Trust Company
Ohio
$164K 2,976 – –
VF
889
VitalStone Financial
Texas
$163K 2,964 +2,954 +29,540%
BFA
890
BBJS Financial Advisors
Washington
$150K 2,727 +600 +28%
BTI
891
Blue Trust Inc
Georgia
$149K 2,784 +2,724 +4,540%
CFD
892
Creative Financial Designs
Indiana
$146K 2,662 +93 +4%
VAMG
893
Voisard Asset Management Group
Michigan
$140K 2,542 +2,542 New
Bessemer Group
894
Bessemer Group
New Jersey
$137K 2,494 +2,205 +763%
TSWM
895
Tyler-Stone Wealth Management
Ohio
$136K 2,465 +2,465 New
CJ
896
Caitlin John
Michigan
$127K 2,289 +2,289 New
AAP
897
Arax Advisory Partners
Colorado
$126K 2,298 +12 +0.5%
CWA
898
Core Wealth Advisors
Florida
$126K 2,297 -161 -7%
VAG
899
VisionPoint Advisory Group
Texas
$126K 2,292 +2,292 New
EWA
900
EP Wealth Advisors
California
$123K 2,235 +158 +8%
34 35
36
37 38