JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

1,241 hedge funds and large institutions have $24.7B invested in JPMorgan Equity Premium Income ETF in 2024 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 655 increasing their positions, 283 reducing their positions, and 50 closing their positions.

Holders
1,241
Holders Change
+141
Holders Change %
+12.82%
% of All Funds
16.53%
Holding in Top 10
140
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+12.9%
% of All Funds
1.86%
New
213
Increased
655
Reduced
283
Closed
50
Calls
$10.3M
Puts
$16.5M
Net Calls
-$6.19M
Net Calls Change
-$6.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.39B
2
Wells Fargo
2
Wells Fargo
California
$837M
3
Jane Street
3
Jane Street
New York
$48.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$423M
5
QC
5
Quadrature Capital
United Kingdom
$37.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.19B
2
GI
2
Gradient Investments
Minnesota
$0
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$7.69B
4
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$0
5
MW
5
Marks Wealth
Maryland
$410K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
376
Summit Wealth Partners
Florida
$4.22M -$132K -2,303 -3%
SWM
377
Silverlake Wealth Management
Vermont
$4.19M +$13.3K +231 +0.3%
ACM
378
Allred Capital Management
Texas
$4.16M -$8.69K -151 -0.2%
NEWAS
379
N.E.W. Advisory Services
Wisconsin
$4.15M +$180K +3,129 +5%
MCWA
380
Meadow Creek Wealth Advisors
Georgia
$4.15M +$109K +1,903 +3%
MWA
381
Merkkuri Wealth Advisors
New York
$4.14M +$333K +5,789 +9%
ETC
382
Exchange Traded Concepts
Oklahoma
$4.11M -$463K -8,041 -10%
ATPW
383
Ashton Thomas Private Wealth
Arizona
$4.08M +$254K +4,384 +7%
AWM
384
Avior Wealth Management
Nebraska
$4.06M +$131K +2,279 +3%
TW
385
Trajan Wealth
Arizona
$4.06M -$52K -904 -1%
FA
386
Flagstar Advisors
New York
$4.06M +$1.2M +20,746 +42%
MIC
387
Means Investment Company
Maine
$4.02M +$162K +2,820 +4%
FTS
388
Fifth Third Securities
Ohio
$4.02M +$752K +13,071 +23%
WFAG
389
Worth Financial Advisory Group
North Carolina
$4.01M -$51K -887 -1%
GAM
390
Gotham Asset Management
New York
$4M +$771K +13,410 +24%
PWM
391
Perigon Wealth Management
California
$3.99M -$25.4K -436 -0.6%
HH
392
Hilltop Holdings
Texas
$3.98M -$183K -3,185 -4%
RSWM
393
Robertson Stephens Wealth Management
California
$3.98M +$296K +5,103 +8%
WWM
394
Whalen Wealth Management
Nevada
$3.94M -$24.2K -420 -0.6%
Renaissance Technologies
395
Renaissance Technologies
New York
$3.94M -$2.26M -39,300 -36%
GFG
396
Goldstone Financial Group
Illinois
$3.93M +$250K +4,338 +7%
WAM
397
Weinberger Asset Management
California
$3.93M +$214K +3,722 +6%
SWM
398
StoneCrest Wealth Management
Arizona
$3.91M +$215K +3,732 +6%
GSEP
399
Golden State Equity Partners
California
$3.91M +$3.9M +67,743 +39,616%
RFN
400
RDA Financial Network
Iowa
$3.9M +$48K +834 +1%
14 15
16
17 18