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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 %
MLA
976
MB, Levis & Associates
Pennsylvania
$5.5K 100 – –
MTIC
977
Missouri Trust & Investment Company
Missouri
$4.73K 86 +86 New
HGA
978
Hobbs Group Advisors
South Carolina
$4.4K 80 +80 New
APC
979
Aspire Private Capital
North Carolina
$4.23K 77 – –
GWS
980
Glassman Wealth Services
Virginia
$3.11K 57 +2 +4%
PIS
981
POM Investment Strategies
North Carolina
$3.08K 56 +56 New
AWM
982
Abound Wealth Management
Tennessee
$3.02K 55 +55 New
GJIA
983
Glass Jacobson Investment Advisors
Maryland
$2.75K 50 – –
ANBT
984
American National Bank & Trust
Texas
$2.75K 50 – –
TIM
985
Tortoise Investment Management
New York
$2.75K 50 – –
OSAM
986
O'Shaughnessy Asset Management
Connecticut
$2.75K 50 – –
KA
987
Kozak & Associates
Colorado
$2.32K 42 +42 New
PO
988
Private Ocean
California
$2.06K 37 – –
HCA
989
Heck Capital Advisors
Wisconsin
$1.27K 23 +23 New
AP
990
Aspect Partners
Virginia
$1.1K 20 +20 New
FBC
991
Fairfield, Bush & Co
Connecticut
$1.1K 20 +20 New
RAM
992
Riggs Asset Management
Pennsylvania
$660 12 – –
SIC
993
SJS Investment Consulting
Ohio
$495 9 +9 New
AWM
994
Able Wealth Management
New Jersey
$415 8 +8 New
MWA
995
Miller Wealth Advisors
Colorado
$165 3 +3 New
IPW
996
Impact Partnership Wealth
Georgia
$52 1 -2,487 -100%
LJCM
997
Lee Johnson Capital Management
Texas
– – -700,333 Closed
AGA
998
Accuvest Global Advisors
Utah
– – -71,337 Closed
TH
999
Team Hewins
California
– – -52,400 Closed
OWM
1000
OneAscent Wealth Management
Alabama
– – -47,395 Closed
38 39
40
41 42