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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 %
HAS
76
HBW Advisory Services
California
$24M 436,522 +100,211 +30%
SI
77
Stephens Inc
Arkansas
$24M 435,721 +75,521 +21%
ACA
78
Aptus Capital Advisors
Alabama
$23.6M 429,638 -210,521 -33%
SSB
79
Sandy Spring Bank
Maryland
$23.2M 422,357 +99,695 +31%
SAS
80
Sage Advisory Services
Texas
$23.1M 419,760 -188,995 -31%
TWM
81
Tradition Wealth Management
Minnesota
$23.1M 419,642 +32,956 +9%
BRWA
82
B. Riley Wealth Advisors
Florida
$22.6M 407,515 -47,114 -10%
FSA
83
Financial Services Advisory
Maryland
$22.2M 404,333 -4,470 -1%
SF
84
Synovus Financial
Georgia
$22.2M 403,209 +58,947 +17%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$21.9M 398,870 +45,998 +13%
GWANC
86
Guardian Wealth Advisors (North Carolina)
North Carolina
$21.7M 393,786 +9,480 +2%
WWM
87
Wagner Wealth Management
South Carolina
$21.6M 392,247 -34,113 -8%
CTC
88
Central Trust Company
Missouri
$21.3M 387,127 -144,527 -27%
PFS
89
Prospera Financial Services
Texas
$21M 382,033 -77,345 -17%
BFG
90
Bouchey Financial Group
New York
$20.8M 378,410 -78,558 -17%
PP
91
Patten & Patten
Tennessee
$20.6M 374,594 +12,171 +3%
HWA
92
Hilltop Wealth Advisors
North Carolina
$20.5M 372,149 +11,721 +3%
DIM
93
Delta Investment Management
California
$20.4M 371,630 +293,380 +375%
JWCA
94
J.W. Cole Advisors
Florida
$20.4M 370,740 +29,182 +9%
IAN
95
Integrated Advisors Network
Texas
$19.9M 362,331 -16,984 -4%
BC
96
Bricktown Capital
Michigan
$19.7M 358,000 – –
OPAM
97
Ocean Park Asset Management
California
$19.6M 356,519 +1,437 +0.4%
Toronto Dominion Bank
98
Toronto Dominion Bank
Ontario, Canada
$19.2M 350,000 +50,000 +17%
FFA
99
Fragasso Financial Advisors
Pennsylvania
$19.2M 349,612 -4,009 -1%
EPA
100
Element Pointe Advisors
Florida
$19.2M 349,286 -5,272 -1%
2 3
4
5 6