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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 %
TFA
126
Teamwork Financial Advisors
Texas
$13.9M 252,719 +9,409 +4%
RPSA
127
Richard P. Slaughter Associates
Texas
$13.8M 251,277 -120,075 -32%
USCWA
128
U.S. Capital Wealth Advisors
Texas
$13.7M 249,445 +1,220 +0.5%
CW
129
Connectus Wealth
Ohio
$13.5M 244,081 -20,228 -8%
MOS
130
MGO One Seven
Ohio
$13.3M 241,892 +84,394 +54%
MBTD
131
Mechanics Bank - Trust Department
California
$13.1M 237,584 +6,692 +3%
RWM
132
Rezny Wealth Management
Florida
$13M 236,932 +113,545 +92%
PPW
133
Parcion Private Wealth
Washington
$13M 235,612 +235,612 New
CAM
134
Cresset Asset Management
Illinois
$12.7M 229,695 -7,856 -3%
CSPAM
135
Cary Street Partners Asset Management
Virginia
$12.7M 230,591 +7,030 +3%
IAS
136
Investment Advisory Services
Texas
$12.6M 228,739 -3,302 -1%
JIP
137
Jaffetilchin Investment Partners
Florida
$12.5M 227,831 +26,580 +13%
CFG
138
Carr Financial Group
Massachusetts
$12.5M 227,745 -22,707 -9%
IHWM
139
Iron Horse Wealth Management
Iowa
$12.5M 227,487 +11,268 +5%
FCI
140
Financial Counselors Inc
Kansas
$12.5M 226,560 -19,737 -8%
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
$12.4M 225,141 +80,784 +56%
ASN
142
Advisory Services Network
Georgia
$12.4M 224,793 -974 -0.4%
WAM
143
WNY Asset Management
New York
$12.3M 224,379 +59,752 +36%
CB
144
Community Bank
New York
$12.3M 223,415 +13,684 +7%
DAS
145
Dynamic Advisor Solutions
Arizona
$11.8M 215,771 +9,696 +5%
IAIM
146
International Assets Investment Management
Florida
$11.8M 214,352 +214,352 New
HCM
147
Hudson Capital Management
New Jersey
$11.8M 214,012 -246 -0.1%
AP
148
Appleton Partners
Massachusetts
$11.8M 213,852 +19,622 +10%
PA
149
PFG Advisors
Arizona
$11.7M 213,291 +12,191 +6%
ATC
150
Argent Trust Co
Tennessee
$11.7M 213,116 +13,156 +7%
4 5
6
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