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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 %
SW
326
Simplicity Wealth
New Jersey
$4.32M 74,601 +74,601 New
RCA
327
Reitz Capital Advisors
Michigan
$4.3M 86,027 – –
KWA
328
Kingswood Wealth Advisors
California
$4.23M 73,183 -9,461 -11%
IWN
329
Independent Wealth Network
Iowa
$4.22M 72,865 -523 -0.7%
CF
330
Centaurus Financial
California
$4.19M 72,427 +5,415 +8%
LWM
331
Lionsbridge Wealth Management
Florida
$4.18M 72,316 +1,123 +2%
SW
332
SlateStone Wealth
Florida
$4.18M 72,313 +1,801 +3%
CWG
333
Cornerstone Wealth Group
North Carolina
$4.18M 72,243 +2,266 +3%
FW
334
Fairway Wealth
Ohio
$4.15M 71,748 +35,982 +101%
EWM
335
Executive Wealth Management
Michigan
$4.15M 72,384 +1,530 +2%
MCC
336
Money Concepts Capital
Florida
$4.13M 71,359 +4,494 +7%
IGWM
337
ICA Group Wealth Management
Colorado
$4.12M 71,204 +10,340 +17%
MCM
338
MAI Capital Management
Ohio
$4.1M 70,937 -13,894 -16%
PFP
339
Pinnacle Financial Partners
Tennessee
$4.1M 70,857 +24,383 +52%
SAA
340
Southeast Asset Advisors
Georgia
$4.04M 69,812 +69,812 New
BFG
341
Bleakley Financial Group
New Jersey
$4.03M 69,601 -6,733 -9%
PGAM
342
Princeton Global Asset Management
New Jersey
$4.01M 69,325 -330 -0.5%
FWM
343
Focused Wealth Management
New York
$3.99M 68,898 +700 +1%
IP
344
Ignite Planners
California
$3.97M 69,301 -1,514 -2%
SWM
345
StoneCrest Wealth Management
Arizona
$3.96M 68,386 +4,707 +7%
WFAG
346
Worth Financial Advisory Group
North Carolina
$3.89M 67,149 +1,030 +2%
LAM
347
Lifestyle Asset Management
Texas
$3.86M 66,701 +1,333 +2%
BAM
348
Belpointe Asset Management
Nevada
$3.83M 66,121 +20,765 +46%
MIC
349
Means Investment Company
Maine
$3.82M 66,012 +2,026 +3%
PAG
350
Paladin Advisory Group
Iowa
$3.82M 66,682 +1,537 +2%
12 13
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