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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 %
CA
401
Continuum Advisory
Idaho
$3.16M +$253K +4,431 +9%
MCWA
402
Meadow Creek Wealth Advisors
Georgia
$3.15M +$66.2K +1,144 +2%
HH
403
Hilltop Holdings
Texas
$3.15M -$204K -3,521 -6%
WMA
404
West Michigan Advisors
Michigan
$3.14M +$338K +5,848 +12%
FFP
405
FourThought Financial Partners
Florida
$3.13M +$2.18M +37,646 +230%
CWA
406
Clarity Wealth Advisors
California
$3.12M +$265K +4,576 +9%
EWA
407
Evolution Wealth Advisors
Florida
$3.08M -$754K -13,031 -20%
VCP
408
Verus Capital Partners
Arizona
$3.04M +$71.8K +1,241 +2%
AssetMark Inc
409
AssetMark Inc
California
$3.03M +$2.74M +47,273 +940%
BAM
410
Bellevue Asset Management
Washington
$3M +$312K +5,396 +12%
IFAM
411
Institutional & Family Asset Management
Colorado
$2.96M -$216K -3,730 -7%
Millennium Management
412
Millennium Management
New York
$2.96M +$2.96M +51,165 New
EE
413
EWG Elevate
California
$2.96M +$207K +3,586 +8%
CCFM
414
Clear Creek Financial Management
Washington
$2.93M +$355K +6,138 +14%
PCS
415
Private Client Services
Kentucky
$2.92M -$14.3K -248 -0.5%
RFWA
416
RPg Family Wealth Advisory
Massachusetts
$2.91M +$34.6K +598 +1%
SWP
417
Semus Wealth Partners
Florida
$2.89M -$732K -12,653 -20%
CFA
418
Cahill Financial Advisors
Minnesota
$2.89M +$161K +2,774 +6%
GWM
419
Greenwich Wealth Management
Connecticut
$2.88M +$361K +6,238 +14%
HWM
420
HB Wealth Management
Georgia
$2.87M -$87K -1,504 -3%
CFG
421
Carr Financial Group
Massachusetts
$2.85M -$10.3M -178,541 -78%
RRA
422
Round Rock Advisors
Connecticut
$2.83M -$174K -3,004 -6%
TCM
423
Triumph Capital Management
Colorado
$2.82M +$441K +7,661 +19%
CIA
424
Concurrent Investment Advisors
Florida
$2.81M +$250K +4,321 +10%
RA
425
RFG Advisory
Alabama
$2.8M +$1.38M +23,861 +98%
15 16
17
18 19