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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 %
HNB
926
Huntington National Bank
Ohio
– – – –
EWP
927
Elevation Wealth Partners
California
$48.3K 901 – –
DPW
928
DiNuzzo Private Wealth
Pennsylvania
$47.3K 861 +861 New
CSC
929
Caldwell Sutter Capital
California
$47.1K 857 +5 +0.6%
CA
930
Centerpoint Advisors
Massachusetts
$47K 850 – –
National Bank of Canada
931
National Bank of Canada
Quebec, Canada
$45.2K 820 +135 +20%
GI
932
GAMMA Investing
California
$44.3K 792 +792 New
RBC
933
Roble Belko & Company
Pennsylvania
$42K 763 +763 New
BFPW
934
BOK Financial Private Wealth
Colorado
$41.6K 750 +600 +400%
PCM
935
Perritt Capital Management
Illinois
$41.5K 755 +105 +16%
VNA
936
Valley National Advisers
Pennsylvania
$40K 738 – –
POIA
937
Pin Oak Investment Advisors
Texas
$39K 697 +2 +0.3%
NB
938
NBT Bank
New York
$38K 692 +692 New
GEA
939
Glen Eagle Advisors
New Jersey
$37.7K 686 +326 +91%
CAL
940
Capital Advisors Ltd
Ohio
$36K 658 +291 +79%
GTAM
941
Global Trust Asset Management
Florida
$33.7K 613 -1,225 -67%
FFA
942
Founders Financial Alliance
North Carolina
$33.3K 606 +12 +2%
WIM
943
Westside Investment Management
California
$33K 600 – –
PCMC
944
Private Capital Management (Colorado)
Colorado
$30.8K 560 – –
CAS
945
Coppell Advisory Solutions
Texas
$29.8K 542 +542 New
WP
946
WealthShield Partners
North Carolina
$29.3K 528 – –
BLC
947
Brown, Lisle/Cummings
Rhode Island
$29.2K 531 +531 New
OLVIG
948
Oliver Lagore Vanvalin Investment Group
Michigan
$29.1K 530 -1,197 -69%
ODG
949
O'Dell Group
Ohio
$27.1K 492 +492 New
TPCW
950
TD Private Client Wealth
New York
$22.3K 405 -268 -40%
36 37
38
39 40