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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

1,043 hedge funds and large institutions have $15.5B invested in JPMorgan Equity Premium Income ETF in 2024 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 581 increasing their positions, 267 reducing their positions, and 64 closing their positions.

Holders
1,043
Holders Change
+50
Holders Change %
+5.04%
% of All Funds
15.12%
Holding in Top 10
142
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.65%
% of All Funds
2.06%
New
128
Increased
581
Reduced
267
Closed
64
Calls
$18M
Puts
$23.5M
Net Calls
-$5.52M
Net Calls Change
+$12.1M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$239M
2
GAA
2
Global Assets Advisory
Florida
$108M
3
Wells Fargo
3
Wells Fargo
California
$709M
4
UBS Group
4
UBS Group
Switzerland
$389M
5
ETC
5
Exchange Traded Concepts
Oklahoma
$55.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.15B
2
MAWA
2
Moss Adams Wealth Advisors
Washington
$3.38M
3
AWM
3
AE Wealth Management
Kansas
$11.7M
4
SAS
4
Sage Advisory Services
Texas
$794K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$63.1M
Name Market Value Shares Shares
Change 		Shares
Change %
LSPW
226
Lake Street Private Wealth
Illinois
$7.9M 136,526 +11,640 +9%
EBWM
227
Eagle Bluffs Wealth Management
Missouri
$7.82M 135,129 -400 -0.3%
HCM
228
Howard Capital Management
Georgia
$7.66M 132,383 +15,381 +13%
ZIMP
229
Zimmermann Investment Management & Planning
Pennsylvania
$7.58M 131,015 +5,831 +5%
LPT
230
Legacy Private Trust
Wisconsin
$7.58M 130,955 +3,366 +3%
PWM
231
Prentice Wealth Management
New York
$7.57M 130,914 +4,886 +4%
Cerity Partners
232
Cerity Partners
New York
$7.56M 131,114 +21,499 +20%
CW
233
Channel Wealth
California
$7.53M 130,149 +59,762 +85%
PFGIA
234
Patriot Financial Group Insurance Agency
Massachusetts
$7.35M 130,557 +17,004 +15%
RFS
235
Retirement Financial Solutions
Tennessee
$7.34M 126,901 +1,662 +1%
PS
236
Principal Securities
Iowa
$7.33M 126,705 +42,140 +50%
CA
237
Cambridge Advisors
Nebraska
$7.28M 125,820 +16,644 +15%
ASFA
238
All Season Financial Advisors
Colorado
$7.25M 125,259 +38,660 +45%
OC
239
Oppenheimer & Co
New York
$7.18M 124,042 +18,152 +17%
AWM
240
Aprio Wealth Management
Georgia
$7.1M 122,641 +22,255 +22%
SCA
241
Snowden Capital Advisors
New York
$7.09M 122,574 +72,848 +146%
Envestnet Portfolio Solutions
242
Envestnet Portfolio Solutions
Illinois
$7.05M 121,911 -21,688 -15%
VAM
243
Vienna Asset Management
California
$6.92M 119,929 -30,172 -20%
MTWM
244
Masso Torrence Wealth Management
New Jersey
$6.87M 118,685 +9,856 +9%
WCFA
245
Walkner Condon Financial Advisors
Wisconsin
$6.86M 118,567 -12,256 -9%
William Blair & Company
246
William Blair & Company
Illinois
$6.72M 116,203 +19,731 +20%
BAG
247
Bridgewealth Advisory Group
California
$6.67M 115,246 +73,031 +173%
GWA
248
GGM Wealth Advisors
Maryland
$6.65M 116,249 +9,662 +9%
RCA
249
Resonant Capital Advisors
Wisconsin
$6.6M 114,125 +9,194 +9%
KFP
250
KMG Fiduciary Partners
Ohio
$6.56M 113,452 +881 +0.8%
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