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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 %
TNB
301
Thomasville National Bank
Georgia
$5.17M 89,305 +9,280 +12%
BCM
302
Beck Capital Management
Texas
$5.13M 88,577 -1,378 -2%
PI
303
PFG Investments
New York
$5.08M 87,851 +66,803 +317%
GSIAS
304
Garden State Investment Advisory Services
New Jersey
$5.05M 87,880 +7,069 +9%
TCM
305
Traynor Capital Management
Pennsylvania
$4.92M 84,969 -8,340 -9%
TW
306
Trajan Wealth
Arizona
$4.9M 84,726 +84,726 New
AI
307
Atria Investments
North Carolina
$4.87M 84,161 +4,037 +5%
GM
308
GeoWealth Management
Illinois
$4.86M 84,069 -17,290 -17%
WIM
309
WealthPlan Investment Management
Nebraska
$4.81M 83,213 +16,966 +26%
MCIA
310
Mountain Capital Investment Advisors
Colorado
$4.8M 83,853 +60,531 +260%
KFS
311
Kelly Financial Services
Massachusetts
$4.68M 80,823 +2,273 +3%
PF
312
Penney Financial
Texas
$4.66M 80,622 -318 -0.4%
SKK
313
Shepherd Kaplan Krochuk
Massachusetts
$4.63M 79,941 +28,570 +56%
SB
314
Strategic Blueprint
Georgia
$4.58M 79,215 -519 -0.7%
IF
315
Intrua Financial
Texas
$4.54M 78,469 -232 -0.3%
IPAM
316
Investment Partners Asset Management
New Jersey
$4.54M 78,418 +4,546 +6%
SWP
317
Strategic Wealth Partners
Ohio
$4.52M 78,178 +784 +1%
PWM
318
Perigon Wealth Management
California
$4.51M 77,949 +10,714 +16%
IIA
319
Integral Investment Advisors
California
$4.47M 77,397 +5,807 +8%
TGAM
320
TBH Global Asset Management
Tennessee
$4.45M 76,890 -18,792 -20%
HT
321
Heritage Trust
Oklahoma
$4.44M 76,802 -1,594 -2%
KIG
322
Kennedy Investment Group
New Jersey
$4.42M 76,421 +6,605 +9%
SWP
323
Summit Wealth Partners
Florida
$4.4M 75,971 -1,778 -2%
MFS
324
Madrona Financial Services
Washington
$4.39M 75,788 -4,844 -6%
CWA
325
Consilium Wealth Advisory
Texas
$4.34M 74,981 +396 +0.5%
11 12
13
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