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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 %
BFA
151
Beacon Financial Advisory
Ohio
$11.7M 212,973 +31,707 +17%
ICG
152
InterOcean Capital Group
Tennessee
$11.7M 212,732 +208,960 +5,540%
BCI
153
Brinker Capital Investments
Pennsylvania
$11.7M 212,121 -8,759 -4%
OPS
154
Orion Portfolio Solutions
Nebraska
$11.7M 212,121 -8,759 -4%
NA
155
NewEdge Advisors
Louisiana
$11.7M 209,412 +29,635 +16%
DAM
156
Derbend Asset Management
Georgia
$11.6M 210,511 -86,687 -29%
Corient Private Wealth
157
Corient Private Wealth
Florida
$11.6M 210,359 -192,016 -48%
Koshinski Asset Management
158
Koshinski Asset Management
Illinois
$11.5M 209,669 +37,504 +22%
AWM
159
Axxcess Wealth Management
California
$11.4M 206,971 +35,690 +21%
CFP
160
Curran Financial Partners
South Carolina
$11.3M 203,014 +11,262 +6%
APP
161
Avantax Planning Partners
Iowa
$11.2M 204,372 -28,279 -12%
GWMIA
162
Global Wealth Management Investment Advisory
Florida
$11.2M 204,279 +7,138 +4%
BCA
163
Bay Colony Advisors
Massachusetts
$11.2M 203,961 +12,456 +7%
APS
164
American Planning Services
Florida
$11.2M 203,193 -233,396 -53%
JBA
165
Johnson Bixby & Associates
Washington
$11.1M 201,885 -22,872 -10%
AC
166
AIFG Consultants
New York
$11.1M 201,460 +10,467 +5%
UW
167
Unique Wealth
Florida
$11.1M 201,313 +21,304 +12%
CCP
168
Cassia Capital Partners
North Carolina
$11M 199,412 +7,709 +4%
SWA
169
SFMG Wealth Advisors
Texas
$10.6M 193,061 +6,036 +3%
FGG
170
Financial Guidance Group
Florida
$10.5M 191,547 -3,347 -2%
VAM
171
Verity Asset Management
North Carolina
$10.3M 187,197 +10,922 +6%
CWM
172
Centurion Wealth Management
Virginia
$10.2M 186,137 +35,403 +23%
V
173
VeraBank
Texas
$10.2M 185,939 +13,840 +8%
SFS
174
Sowell Financial Services
Arkansas
$10.2M 184,580 +14,607 +9%
TLP
175
Trinity Legacy Partners
Texas
$10.2M 185,110 +24,576 +15%
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