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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 %
VAM
201
Vienna Asset Management
California
$8.27M 150,101 +150,101 New
IAS
202
Insigneo Advisory Services
Florida
$8.17M 147,393 +139,568 +1,784%
OIA
203
OneDigital Investment Advisors
Kansas
$8.15M 148,312 -11,513 -7%
CAL
204
Capital Analysts LLC
Pennsylvania
$8.15M 148,195 -19,461 -12%
IWA
205
IVC Wealth Advisors
Pennsylvania
$8.11M 147,470 +3,107 +2%
PAG
206
Private Advisor Group
New Jersey
$8.06M 146,588 +22,607 +18%
PA
207
Procyon Advisors
Connecticut
$8.06M 146,576 +18,285 +14%
SW
208
StrongBox Wealth
Missouri
$8.05M 146,371 +2,505 +2%
SWM
209
Selective Wealth Management
Virginia
$7.97M 145,487 -15,500 -10%
SWMP
210
Signature Wealth Management Partners
New Jersey
$7.9M 143,706 +12,093 +9%
WCP
211
Wick Capital Partners
Pennsylvania
$7.9M 143,680 +17,703 +14%
Envestnet Portfolio Solutions
212
Envestnet Portfolio Solutions
Illinois
$7.9M 143,599 +21,883 +18%
Wealthfront Advisers
213
Wealthfront Advisers
California
$7.85M 142,831 -27,817 -16%
NEPWA
214
New England Private Wealth Advisors
Massachusetts
$7.72M 140,434 +11,458 +9%
MAG
215
Members Advisory Group
New York
$7.56M 137,560 +35,468 +35%
EIP
216
Ellis Investment Partners
Pennsylvania
$7.51M 136,597 +11,383 +9%
EBWM
217
Eagle Bluffs Wealth Management
Missouri
$7.51M 135,529 -10,343 -7%
CAWM
218
Capital Advisors Wealth Management
Washington
$7.42M 134,972 -16,139 -11%
NW
219
Naviter Wealth
Arkansas
$7.24M 130,685 +6,421 +5%
WCFA
220
Walkner Condon Financial Advisors
Wisconsin
$7.19M 130,823 +16,517 +14%
BAAM
221
Baker Avenue Asset Management
California
$7.15M 130,121 +120,246 +1,218%
CW
222
CreativeOne Wealth
Kansas
$7.14M 129,780 +59,756 +85%
RDFA
223
Ritter Daniher Financial Advisory
Ohio
$7.12M 129,457 +24,413 +23%
SWA
224
Stratos Wealth Advisors
Ohio
$7.11M 129,316 +113,200 +702%
FA
225
FDx Advisors
Illinois
$7.08M 128,751 -21,990 -15%
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