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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 %
Morgan Stanley
1
Morgan Stanley
New York
$3.71B 67,528,184 +34,832,236 +107%
Bank of America
2
Bank of America
North Carolina
$1.42B 25,832,025 -856,171 -3%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.17B 21,217,022 -304,712 -1%
Wells Fargo
4
Wells Fargo
California
$614M 11,165,804 -46,382 -0.4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$377M 6,860,310 -77,273 -1%
Osaic Holdings
6
Osaic Holdings
Arizona
$357M 6,484,195 -1,193,183 -16%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$321M 5,836,775 +315,588 +6%
UBS Group
8
UBS Group
Switzerland
$316M 5,743,227 -52,330 -0.9%
CIBC Private Wealth Group
9
CIBC Private Wealth Group
Georgia
$174M 3,172,309 +187,656 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$158M 2,868,563 +62,259 +2%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$133M 2,423,568 +22 +0%
RIG
12
RiverFront Investment Group
Virginia
$125M 2,265,881 +1,524 +0.1%
MML Investors Services
13
MML Investors Services
Massachusetts
$122M 2,219,551 -7,788 -0.3%
HighTower Advisors
14
HighTower Advisors
Illinois
$116M 2,109,629 +550,536 +35%
CAN
15
Cetera Advisor Networks
California
$114M 2,069,940 +96,447 +5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$109M 1,982,021 +32,965 +2%
RCM
17
Requisite Capital Management
Texas
$107M 1,927,679 -208,955 -10%
RJA
18
Raymond James & Associates
Florida
$106M 1,933,259 +109,012 +6%
Stifel Financial
19
Stifel Financial
Missouri
$104M 1,885,626 +24,938 +1%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$98.9M 1,799,605 +521,369 +41%
EG
21
Enstar Group
Bermuda
$95.9M 1,743,376 – –
CA
22
Cornerstone Advisory
Maryland
$88.9M 1,616,557 +27,726 +2%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$88M 1,599,941 -332,817 -17%
Franklin Resources
24
Franklin Resources
California
$86.6M 1,575,934 +20,076 +1%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$83.2M 1,514,059 +248,155 +20%
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