JEPI icon

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 %
IA
176
IFP Advisors
Florida
$10.2M 185,097 -1,052 -0.6%
ARG
177
Advisory Resource Group
Oklahoma
$10.1M 183,948 -580 -0.3%
BIP
178
Bouvel Investment Partners
Pennsylvania
$10.1M 183,902 -2,405 -1%
DC
179
Davenport & Co
Virginia
$10.1M 183,450 +17,902 +11%
FA
180
Fagan Associates
New York
$9.96M 181,133 +25,950 +17%
CFO
181
CVA Family Office
Colorado
$9.86M 179,425 +3,110 +2%
CCB
182
Country Club Bank
Missouri
$9.81M 178,512 +2,442 +1%
CAG
183
Curtis Advisory Group
California
$9.71M 176,636 +8,785 +5%
LNC
184
Lincoln National Corp
Pennsylvania
$9.65M 175,443 +33,651 +24%
CIA
185
Caerus Investment Advisors
Texas
$9.54M 173,585 -23,782 -12%
WS
186
Wedbush Securities
California
$9.48M 172,375 +638 +0.4%
KWM
187
Kingsview Wealth Management
Oregon
$9.47M 172,286 +26,121 +18%
SFP
188
Sandbox Financial Partners
Maryland
$9.19M 167,096 -198 -0.1%
AIA
189
Armor Investment Advisors
North Carolina
$8.98M 163,394 +6,691 +4%
MAG
190
MRA Advisory Group
New Jersey
$8.93M 162,444 +35,325 +28%
SC
191
Scotia Capital
Ontario, Canada
$8.93M 162,360 +7,551 +5%
ACG
192
Allen Capital Group
Nebraska
$8.87M 161,412 -14,825 -8%
BWG
193
Beta Wealth Group
California
$8.77M 159,483 +23,638 +17%
DWP
194
Daymark Wealth Partners
Ohio
$8.76M 159,248 +15,550 +11%
PIWA
195
Prevail Innovative Wealth Advisors
Kansas
$8.58M 156,027 -39,482 -20%
AWM
196
Apollon Wealth Management
South Carolina
$8.51M 154,709 +4,672 +3%
RIL
197
Rothschild Investment LLC
Illinois
$8.43M 153,378 +9,526 +7%
HW
198
Hedeker Wealth
Illinois
$8.38M 152,399 +9,463 +7%
FNA
199
First National Advisers
Nebraska
$8.38M 152,329 -4,135 -3%
RWA
200
Rooted Wealth Advisors
Illinois
$8.37M 149,430 +18,629 +14%
6 7
8
9 10