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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 Holding Trade Value Shares
Change 		Shares
Change %
BA
351
Bristlecone Advisors
Washington
$3.81M +$283K +4,887 +8%
JPLA
352
Joseph P. Lucia & Associates
New York
$3.81M -$139K -2,404 -4%
CPL
353
CAP Partners LLC
Tennessee
$3.8M -$153K -2,645 -4%
DOA
354
D'Orazio & Associates
Virginia
$3.78M -$556K -9,608 -13%
MAM
355
Milestone Asset Management
Pennsylvania
$3.76M +$3.51M +60,647 +1,402%
PP
356
Prudential plc
United Kingdom
$3.76M -$150K -2,600 -4%
KF
357
Krilogy Financial
Missouri
$3.75M +$413K +7,141 +12%
FFWA
358
FRG Family Wealth Advisors
Washington
$3.74M +$199K +3,554 +6%
ORC
359
O'Rourke & Company
Massachusetts
$3.74M +$550K +9,506 +17%
SAM
360
Smartleaf Asset Management
Massachusetts
$3.74M -$645K -11,157 -15%
CB
361
Cadence Bank
Mississippi
$3.69M +$1.07M +18,500 +41%
SFG
362
SevenBridge Financial Group
Pennsylvania
$3.66M +$172K +3,077 +5%
RJT
363
Raymond James Trust
Florida
$3.65M +$607K +10,490 +20%
RFN
364
RDA Financial Network
Iowa
$3.63M +$1.42M +24,590 +65%
CWM
365
CIBC World Markets
New York
$3.62M +$2.96M +51,133 +445%
ACM
366
Allred Capital Management
Texas
$3.62M +$565K +9,758 +18%
PA
367
Parallel Advisors
California
$3.61M -$496K -8,572 -12%
SWM
368
Silverlake Wealth Management
Vermont
$3.59M +$300K +5,179 +9%
AGA
369
Accuvest Global Advisors
Utah
$3.58M +$3.58M +61,936 New
SIAP
370
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.58M +$1.14M +19,753 +47%
LTL
371
Lowery Thomas LLC
California
$3.56M +$327K +5,653 +10%
FA
372
Fermata Advisors
California
$3.56M +$3.56M +61,588 New
CAG
373
Csenge Advisory Group
Florida
$3.56M +$330K +5,697 +10%
WA
374
Waverly Advisors
Alabama
$3.56M +$714K +12,342 +25%
FIA
375
Foundations Investment Advisors
Arizona
$3.55M +$1.51M +26,043 +74%
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