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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 %
PCM
276
Pennsylvania Capital Management
Pennsylvania
$5.89M 101,747 +3,033 +3%
RIA
277
Regal Investment Advisors
Michigan
$5.82M 100,664 +22,773 +29%
Toronto Dominion Bank
278
Toronto Dominion Bank
Ontario, Canada
$5.79M 100,000 -250,000 -71%
MA
279
Mutual Advisors
Nebraska
$5.75M 99,419 +1,255 +1%
MA
280
MBA Advisors
Pennsylvania
$5.68M 98,158 +3,149 +3%
SNB
281
Security National Bank
Nebraska
$5.67M 98,081 +61,944 +171%
HI
282
Harbour Investments
Wisconsin
$5.64M 97,500 +36,228 +59%
HAIM
283
Hunter Associates Investment Management
Pennsylvania
$5.64M 97,417 +16,814 +21%
VWA
284
Visionary Wealth Advisors
Illinois
$5.56M 96,170 +14,380 +18%
MW
285
MBL Wealth
North Carolina
$5.55M 95,870 +2,347 +3%
LSA
286
L & S Advisors
California
$5.52M 95,401 +26,777 +39%
EFS
287
Essex Financial Services
Connecticut
$5.51M 95,244 +3,981 +4%
ATPW
288
Ashton Thomas Private Wealth
Arizona
$5.51M 95,234 +497 +0.5%
EWA
289
EverSource Wealth Advisors
Alabama
$5.47M 97,790 +7,593 +8%
SMC
290
Smith, Moore & Co
Missouri
$5.45M 94,140 +8,878 +10%
VC
291
Vicus Capital
Pennsylvania
$5.44M 94,021 +110 +0.1%
PWM
292
Power Wealth Management
Georgia
$5.42M 93,753 +12,505 +15%
TW
293
TrinityPoint Wealth
Connecticut
$5.4M 93,296 +29,557 +46%
VAS
294
Vestmark Advisory Solutions
Massachusetts
$5.33M 92,070 +23,482 +34%
AWA
295
Arete Wealth Advisors
Illinois
$5.3M 91,682 -4,095 -4%
LWA
296
Lowe Wealth Advisors
Maryland
$5.3M 91,614 +5,401 +6%
EIA
297
Edgemoor Investment Advisors
Maryland
$5.27M 91,140 +29,729 +48%
CWA
298
Cascade Wealth Advisors
Washington
$5.2M 92,578 +92,578 New
BAAM
299
Baker Avenue Asset Management
California
$5.2M 89,832 -40,289 -31%
Creative Planning
300
Creative Planning
Kansas
$5.18M 89,461 +17,307 +24%
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