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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 %
FHA
901
First Horizon Advisors
Tennessee
$119K 2,168 +360 +20%
RCM
902
Richardson Capital Management
Wisconsin
$110K 2,000 +2,000 New
FMII
903
Farmers & Merchants Investments Inc
Nebraska
$93.5K 1,700 – –
JWM
904
Janiczek Wealth Management
Colorado
$85.8K 1,561 +993 +175%
QCG
905
Quadrant Capital Group
Ohio
$82.5K 1,500 +1,500 New
HFS
906
Hantz Financial Services
Michigan
$76K 1,378 -229 -14%
LIWM
907
Long Island Wealth Management
New York
$72K 1,308 +1,308 New
WAS
908
Winch Advisory Services
Wisconsin
$67.4K 1,226 +1,226 New
AWM
909
Atticus Wealth Management
Florida
$66.4K 1,208 +25 +2%
FFO
910
Fortitude Family Office
Arizona
$65.6K 1,193 +1,193 New
TCM
911
TD Capital Management
Tennessee
$63.5K 1,155 +1,155 New
SIC
912
Salem Investment Counselors
North Carolina
$63.3K 1,142 +287 +34%
CAM
913
Close Asset Management
United Kingdom
$63K 1,145 +1,145 New
RCM
914
Raleigh Capital Management
North Carolina
$61.9K 1,126 +200 +22%
TRCT
915
Tower Research Capital (TRC)
New York
$60.9K 1,108 +1,108 New
HWP
916
Highline Wealth Partners
California
$60.5K 1,100 +1,100 New
UB
917
UMB Bank
Missouri
$60.3K 1,096 -356 -25%
First Manhattan
918
First Manhattan
New York
$57.7K 1,050 – –
FFA
919
Frazier Financial Advisors
Ohio
$56.5K 1,027 +1,027 New
NP
920
NorthRock Partners
Minnesota
$55.5K 1,004 +1,004 New
AEPWM
921
Atlantic Edge Private Wealth Management
Florida
$55K 1,000 +1,000 New
WSC
922
Wellington Shields & Co
New York
$55K 1,000 +1,000 New
BWL
923
Bogart Wealth LLC
Virginia
$53.9K 980 – –
HF
924
Halpern Financial
Virginia
$52.5K 957 +957 New
AWM
925
Activest Wealth Management
Florida
$51.7K 941 +19 +2%
35 36
37
38 39