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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.

New
Increased
Maintained
Reduced
Closed
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 %
CFSG
376
Community Financial Services Group
Vermont
$3.47M +$3.47M +59,891 New
VWM
377
Vivid Wealth Management
Iowa
$3.45M +$74.2K +1,283 +2%
AC
378
Avestar Capital
New York
$3.44M -$1M -17,303 -23%
SAS
379
Stelac Advisory Services
New York
$3.43M -$210K -3,627 -6%
SW
380
SMART Wealth
Nebraska
$3.43M +$3.16M +54,671 +1,181%
PPWM
381
Perissos Private Wealth Management
Oklahoma
$3.39M +$3.39M +58,592 New
MAWA
382
Moss Adams Wealth Advisors
Washington
$3.38M -$51.6M -891,804 -94%
EFG
383
Ehrlich Financial Group
California
$3.38M +$503K +8,686 +17%
WAM
384
Weinberger Asset Management
California
$3.36M -$41.3K -713 -1%
NLP
385
Next Level Private
New York
$3.34M +$886K +15,312 +36%
NA
386
Nordwand Advisors
Pennsylvania
$3.32M +$1.22M +21,025 +58%
CIAS
387
Capital Investment Advisory Services
North Carolina
$3.31M +$455K +7,865 +16%
TA
388
TrueWealth Advisors
Alabama
$3.3M -$638K -11,026 -16%
NEWAS
389
N.E.W. Advisory Services
Wisconsin
$3.3M +$757K +13,081 +30%
JFG
390
Jefferies Financial Group
New York
$3.29M -$37.4K -646 -1%
MAS
391
Meeder Advisory Services
Ohio
$3.28M +$258K +4,466 +9%
BFA
392
Beaumont Financial Advisors
Massachusetts
$3.27M -$13M -224,094 -80%
TW
393
Transform Wealth
Colorado
$3.26M -$825K -14,260 -20%
NFG
394
Northeast Financial Group
Pennsylvania
$3.25M +$147K +2,544 +5%
KA
395
Kovack Advisors
Florida
$3.24M +$1.56M +26,930 +92%
ICP
396
Interchange Capital Partners
Pennsylvania
$3.24M +$86.7K +1,512 +3%
H
397
HoyleCohen
California
$3.22M +$884K +15,278 +38%
OHWP
398
Oak Harbor Wealth Partners
North Carolina
$3.21M +$161K +2,782 +5%
HIA
399
Harbor Investment Advisory
Maryland
$3.21M +$346K +5,974 +12%
MFG
400
MidWestOne Financial Group
Iowa
$3.17M +$625K +10,804 +25%
14 15
16
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