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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 %
M1FG
1001
Mach-1 Financial Group
Arkansas
– – -45,370 Closed
MCA
1002
MSH Capital Advisors
Arizona
– – -32,216 Closed
CA
1003
Calton & Associates
Florida
– – -30,990 Closed
CWM
1004
C2C Wealth Management
Arizona
– – -24,445 Closed
Citadel Advisors
1005
Citadel Advisors
Florida
– – -20,103 Closed
ACM
1006
Absolute Capital Management
Pennsylvania
– – -17,644 Closed
SFC
1007
Strategic Financial Concepts
Texas
– – -14,326 Closed
OA
1008
Oxbow Advisors
Texas
– – -13,000 Closed
KAM
1009
Kraft Asset Management
Tennessee
– – -12,346 Closed
WP
1010
WealthSource Partners
California
– – -12,258 Closed
BAM
1011
BTS Asset Management
Massachusetts
– – -12,096 Closed
HW
1012
Hamilton Wealth
California
– – -10,189 Closed
ARC
1013
Advisor Resource Council
Texas
– – -9,860 Closed
TI
1014
Trexquant Investment
Connecticut
– – -9,832 Closed
OFG
1015
OmniStar Financial Group
North Carolina
– – -9,687 Closed
GS
1016
GTS Securities
New York
– – -9,342 Closed
FCA
1017
Fortis Capital Advisors
Kansas
– – -8,507 Closed
WPC
1018
Wedmont Private Capital
Pennsylvania
– – -8,200 Closed
FFW
1019
Fusion Family Wealth
New York
– – -6,848 Closed
BBI
1020
Baxter Bros Inc
Connecticut
– – -6,484 Closed
CPRC
1021
Consolidated Portfolio Review Corp
New York
– – -6,441 Closed
SF
1022
Slagle Financial
Illinois
– – -6,192 Closed
Simplex Trading
1023
Simplex Trading
Illinois
– – -5,726 Closed
Legacy Financial Group (Iowa)
1024
Legacy Financial Group (Iowa)
Iowa
– – -5,487 Closed
AFA
1025
Alpha Financial Advisors
North Carolina
– – -5,341 Closed
39 40
41
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