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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

1,100 hedge funds and large institutions have $16.3B invested in JPMorgan Equity Premium Income ETF in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 576 increasing their positions, 337 reducing their positions, and 66 closing their positions.

Holders
1,100
Holders Change
+27
Holders Change %
+2.52%
% of All Funds
15.91%
Holding in Top 10
124
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.33%
% of All Funds
1.79%
New
105
Increased
576
Reduced
337
Closed
66
Calls
$18.3M
Puts
$18.3M
Net Calls
+$5K
Net Calls Change
+$1.87M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.33B
2
Bank of America
2
Bank of America
North Carolina
$1.83B
3
Morgan Stanley
3
Morgan Stanley
New York
$2.35B
4
EFH
4
Eaton Financial Holdings
Florida
$51.2M
5
MW
5
Marks Wealth
Maryland
$29.3M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$109M
2
SFC
2
Strategic Financial Concepts
Texas
$1.68M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$378M
4
Franklin Resources
4
Franklin Resources
California
$60.7M
5
AUB
5
Atlantic Union Bankshares
Virginia
$8.11M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
251
Ameritas Advisory Services
Nebraska
$7.29M 122,484 -11,526 -9%
SCA
252
Snowden Capital Advisors
New York
$7.26M 122,039 -135 -0.1%
EIA
253
Edgemoor Investment Advisors
Maryland
$7.08M 118,988 +10,469 +10%
NCM
254
NCM Capital Management
New Jersey
$7.08M 118,919 +4,098 +4%
GWA
255
GGM Wealth Advisors
Maryland
$7.06M 118,616 +1,345 +1%
WCFA
256
Walkner Condon Financial Advisors
Wisconsin
$6.87M 115,433 -2,363 -2%
SWM
257
Spire Wealth Management
Virginia
$6.75M 113,366 +5,563 +5%
MFGM
258
Marshall Financial Group (Maryland)
Maryland
$6.67M 112,102 +1,336 +1%
SNB
259
Security National Bank
Nebraska
$6.64M 111,542 +2,824 +3%
PWP
260
Principle Wealth Partners
Connecticut
$6.58M 110,576 +4,104 +4%
AWM
261
Aprio Wealth Management
Georgia
$6.55M 110,103 -168 -0.2%
MFG
262
MidWestOne Financial Group
Iowa
$6.55M 110,089 +6,484 +6%
MA
263
Mutual Advisors
Nebraska
$6.53M 109,910 +8,668 +9%
CIBC World Market
264
CIBC World Market
Ontario, Canada
$6.53M 109,653 -27,985 -20%
FA
265
Financial Alternatives
California
$6.52M 109,483 +3,080 +3%
HAIM
266
Hunter Associates Investment Management
Pennsylvania
$6.52M 109,504 +2,254 +2%
EWA
267
EverSource Wealth Advisors
Alabama
$6.5M 109,258 +3,059 +3%
DWP
268
Destiny Wealth Partners
Florida
$6.49M 109,004 +5,177 +5%
KWA
269
Kingswood Wealth Advisors
California
$6.47M 108,718 +27,826 +34%
NW
270
NewEdge Wealth
Pennsylvania
$6.46M 108,586 +12,600 +13%
Renaissance Technologies
271
Renaissance Technologies
New York
$6.42M 107,800 +107,800 New
GAA
272
Global Assets Advisory
Florida
$6.38M 108,017 +108,017 New
William Blair & Company
273
William Blair & Company
Illinois
$6.38M 107,248 -21,427 -17%
EWM
274
Evermay Wealth Management
Virginia
$6.33M 106,332 -5,184 -5%
KFP
275
KMG Fiduciary Partners
Ohio
$6.32M 106,204 -10,107 -9%
9 10
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