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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.

New
Increased
Maintained
Reduced
Closed
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
MW
4
Marks Wealth
Maryland
$29.3M
5
LPL Financial
5
LPL Financial
California
$113M

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 Holding Trade Value Shares
Change 		Shares
Change %
MAM
326
Milestone Asset Management
Pennsylvania
$4.81M +$491K +8,246 +11%
HIA
327
Harbor Investment Advisory
Maryland
$4.77M +$1.33M +22,390 +39%
CA
328
Continuum Advisory
Idaho
$4.76M +$1.15M +19,205 +32%
ETC
329
Exchange Traded Concepts
Oklahoma
$4.73M -$732K -12,298 -13%
PGAM
330
Princeton Global Asset Management
New Jersey
$4.73M +$355K +5,958 +8%
SB
331
Strategic Blueprint
Georgia
$4.7M -$141K -2,362 -3%
PF
332
Penney Financial
Texas
$4.69M +$23K +386 +0.5%
CF
333
Centaurus Financial
California
$4.67M -$248K -4,173 -5%
IF
334
Intrua Financial
Texas
$4.57M +$5.3K +89 +0.1%
AAA
335
American Alpha Advisors
New York
$4.55M +$4.55M +76,468 New
ORC
336
O'Rourke & Company
Massachusetts
$4.53M +$635K +10,673 +16%
AFG
337
Argent Financial Group
Louisiana
$4.52M +$4.52M +75,898 New
AI
338
Atria Investments
North Carolina
$4.51M -$620K -10,410 -12%
SWP
339
Summit Wealth Partners
Florida
$4.5M -$75.9K -1,275 -2%
SAS
340
Stelac Advisory Services
New York
$4.48M +$930K +15,626 +26%
FA
341
Fermata Advisors
California
$4.48M +$368K +6,179 +9%
CWG
342
Cornerstone Wealth Group
North Carolina
$4.47M +$73.5K +1,235 +2%
NFSG
343
Newbridge Financial Services Group
Florida
$4.47M +$1.02M +17,203 +30%
LCWP
344
Legacy Capital Wealth Partners
Arkansas
$4.42M +$2.19M +36,806 +98%
FWM
345
Focused Wealth Management
New York
$4.39M +$59.9K +1,006 +1%
AWA
346
Arete Wealth Advisors
Illinois
$4.37M -$989K -16,653 -18%
SFG
347
SevenBridge Financial Group
Pennsylvania
$4.35M +$72K +1,199 +2%
FFO
348
Fiduciary Family Office
Florida
$4.32M +$2.78M +46,650 +179%
JPLA
349
Joseph P. Lucia & Associates
New York
$4.32M +$51.4K +864 +1%
SWM
350
Silverlake Wealth Management
Vermont
$4.32M +$401K +6,735 +10%
12 13
14
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