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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 %
CW
251
CIC Wealth
Maryland
$6.46M 111,650 +9,667 +9%
CAM
252
Cobblestone Asset Management
Virginia
$6.46M 111,633 +9,219 +9%
NFG
253
Nations Financial Group
Iowa
$6.43M 111,196 +9,283 +9%
NCM
254
NCM Capital Management
New Jersey
$6.42M 111,042 -1,735 -2%
EWM
255
Evermay Wealth Management
Virginia
$6.39M 110,427 +673 +0.6%
SWA
256
Stratos Wealth Advisors
Ohio
$6.35M 109,813 -19,503 -15%
FF
257
Financial Futures
New Jersey
$6.29M 108,740 -6,007 -5%
MC
258
Moors & Cabot
Massachusetts
$6.26M 108,266 +13,504 +14%
SWM
259
SeaCrest Wealth Management
New York
$6.26M 108,176 +35,595 +49%
EWM
260
Evergreen Wealth Management
Michigan
$6.14M 106,142 – –
PWP
261
Principle Wealth Partners
Connecticut
$6.14M 106,040 +2,175 +2%
UW
262
Unique Wealth
Florida
$6.14M 106,035 -95,278 -47%
CAWM
263
Capital Advisors Wealth Management
Washington
$6.11M 105,680 -29,292 -22%
AAS
264
Ameritas Advisory Services
Nebraska
$6.07M 106,135 +61,916 +140%
FFG
265
Foundry Financial Group
New Hampshire
$6.06M 104,671 +17,990 +21%
SAW
266
Signal Advisors Wealth
Michigan
$6.05M 104,556 +23,441 +29%
WP
267
WealthPLAN Partners
Nebraska
$6.03M 104,241 +1,382 +1%
DWP
268
Destiny Wealth Partners
Florida
$6.03M 104,154 +5,047 +5%
WC
269
Waterloo Capital
Texas
$5.97M 103,130 +80,732 +360%
FWM
270
Foguth Wealth Management
Michigan
$5.97M 103,106 +103,106 New
FA
271
Financial Alternatives
California
$5.95M 102,823 +7,678 +8%
JWM
272
Jupiter Wealth Management
Colorado
$5.93M 104,513 -1,864 -2%
NRI
273
NFP Retirement Inc
California
$5.92M 102,359 -13,915 -12%
AO
274
Advisor OS
Illinois
$5.91M 102,229 -212,109 -67%
MA
275
MJP Associates
Connecticut
$5.91M 102,228 -194,071 -65%
9 10
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