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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 %
HIP
101
HUB Investment Partners
Texas
$18.8M 342,070 +29,392 +9%
HB
102
HTLF Bank
Colorado
$18.4M 334,324 +334,324 New
GA
103
Goldstein Advisors
Wisconsin
$17.8M 323,700 +6,222 +2%
CFG
104
Cooper Financial Group
California
$17.3M 314,478 +100,750 +47%
AO
105
Advisor OS
Illinois
$17.3M 314,338 +20,319 +7%
GMFG
106
Greater Midwest Financial Group
Minnesota
$17.2M 312,330 +312,330 New
GI
107
Gradient Investments
Minnesota
$17.1M 310,741 -905,804 -74%
TFS
108
Thoroughbred Financial Services
Tennessee
$16.9M 308,206 +132,254 +75%
PWMAG
109
Pinnacle Wealth Management Advisory Group
New Jersey
$16.7M 302,910 -10,129 -3%
CCA
110
Childress Capital Advisors
Texas
$16.6M 302,413 +92,078 +44%
Mariner
111
Mariner
Kansas
$16.6M 301,429 -14,716 -5%
MA
112
MJP Associates
Connecticut
$16.3M 296,299 -24,601 -8%
SIM
113
Stratos Investment Management
Ohio
$16.1M 293,740 +21,729 +8%
BPA
114
Beacon Pointe Advisors
California
$15.8M 287,862 +47,658 +20%
SWM
115
Spire Wealth Management
Virginia
$15.7M 282,296 +38,643 +16%
Renaissance Technologies
116
Renaissance Technologies
New York
$15.6M 283,800 +283,800 New
SCA
117
St. Clair Advisors
Ohio
$15.5M 281,099 +10,384 +4%
BFA
118
Beaumont Financial Advisors
Massachusetts
$15.4M 280,693 -30,790 -10%
PCG
119
Prosperity Consulting Group
Maryland
$15.2M 275,638 +188,577 +217%
SCM
120
Steele Capital Management
Iowa
$15M 273,537 +273,537 New
BWP
121
Bernardo Wealth Planning
Pennsylvania
$14.9M 271,564 -101,022 -27%
WAP
122
Wealthcare Advisory Partners
Pennsylvania
$14.8M 269,194 +138,186 +105%
KPWS
123
Kestra Private Wealth Services
Texas
$14.7M 267,172 +126,020 +89%
MS
124
Madden Securities
Texas
$14.5M 263,037 +41,438 +19%
HWAM
125
Hennion & Walsh Asset Management
New Jersey
$14.4M 261,409 +41,025 +19%
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5
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