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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 %
PCA
1026
Prosperity Capital Advisors
Ohio
– – -5,193 Closed
EF
1027
Empirical Finance
Pennsylvania
– – -4,805 Closed
SEI Investments
1028
SEI Investments
Pennsylvania
– – -4,756 Closed
GC
1029
Garde Capital
Washington
– – -4,500 Closed
WANY
1030
Wealthspire Advisors (New York)
New York
– – -4,344 Closed
SIM
1031
Seaview Investment Managers
Florida
– – -4,342 Closed
NL
1032
NWAM LLC
Washington
– – -4,273 Closed
AWM
1033
Accurate Wealth Management
Florida
– – -4,257 Closed
CT
1034
Coastline Trust
Rhode Island
– – -3,938 Closed
MWM
1035
Modera Wealth Management
New Jersey
– – -3,867 Closed
CIA
1036
Choate Investment Advisors
Massachusetts
– – -3,575 Closed
BCM
1037
BluePath Capital Management
Georgia
– – -3,487 Closed
WWP
1038
WR Wealth Planners
Missouri
– – -1,426 Closed
SCA
1039
Stonebridge Capital Advisors
Minnesota
– – -1,300 Closed
BBHC
1040
Brown Brothers Harriman & Co
New York
– – -1,213 Closed
MPCG
1041
Matrix Private Capital Group
New York
– – -1,094 Closed
CCP
1042
Carmel Capital Partners
California
– – -1,000 Closed
NSIM
1043
North Star Investment Management
Illinois
– – -1,000 Closed
WT
1044
Whittier Trust
California
– – -912 Closed
AFG
1045
Albion Financial Group
Utah
– – -678 Closed
HT
1046
Headlands Technologies
Illinois
– – -567 Closed
LAS
1047
LWM Advisory Services
Florida
– – -324 Closed
SC
1048
SouthState Corp
Florida
– – -290 Closed
LC
1049
Lindbrook Capital
California
– – -275 Closed
CPG
1050
Cornerstone Planning Group
New Jersey
– – -206 Closed
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