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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

1,073 hedge funds and large institutions have $14.9B invested in JPMorgan Equity Premium Income ETF in 2024 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 581 increasing their positions, 298 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,073
Holders Change
+30
Holders Change %
+2.88%
% of All Funds
15.61%
Holding in Top 10
120
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-15.49%
% of All Funds
1.75%
New
116
Increased
581
Reduced
298
Closed
66
Calls
$16.1M
Puts
$17.9M
Net Calls
-$1.87M
Net Calls Change
+$3.66M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$88.6M
2
HighTower Advisors
HighTower Advisors
Illinois
+$59.9M
3
Morgan Stanley
Morgan Stanley
New York
+$56.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30.6M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$30.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$180M
2
GAA
Global Assets Advisory
Florida
-$108M
3
Osaic Holdings
Osaic Holdings
Arizona
-$58.8M
4
ETC
Exchange Traded Concepts
Oklahoma
-$49.6M
5
MW
Marks Wealth
Maryland
-$41.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
401
Transform Wealth
Colorado
$3.02M -$177K -3,114 -6%
IFAM
402
Institutional & Family Asset Management
Colorado
$3.01M +$110K +1,934 +4%
AF
403
Advisornet Financial
Minnesota
$2.98M +$725K +12,788 +32%
LFAS
404
Level Four Advisory Services
Texas
$2.98M +$496K +8,751 +20%
BWP
405
Balboa Wealth Partners
Arizona
$2.97M +$298K +5,264 +11%
BAM
406
Bellevue Asset Management
Washington
$2.97M +$34K +599 +1%
KFS
407
Kelly Financial Services
Massachusetts
$2.97M -$1.61M -28,417 -35%
SWP
408
Semus Wealth Partners
Florida
$2.94M +$103K +1,825 +4%
GIA
409
Gladstone Institutional Advisory
Florida
$2.89M +$180K +3,167 +7%
RA
410
RFG Advisory
Alabama
$2.87M +$129K +2,268 +5%
BWA
411
Beam Wealth Advisors
Louisiana
$2.86M +$145K +2,552 +5%
CA
412
Claro Advisors
Massachusetts
$2.85M +$155K +2,736 +6%
RFWA
413
RPg Family Wealth Advisory
Massachusetts
$2.82M -$24.4K -430 -0.9%
GWM
414
Greenwich Wealth Management
Connecticut
$2.82M +$1.13K +20 +0%
CCFM
415
Clear Creek Financial Management
Washington
$2.77M -$109K -1,929 -4%
GM
416
GeoWealth Management
Illinois
$2.76M -$2.01M -35,400 -42%
NC
417
Napatree Capital
Rhode Island
$2.75M +$649K +11,451 +31%
HWM
418
HB Wealth Management
Georgia
$2.74M -$69.3K -1,223 -2%
EH
419
Equitable Holdings
New York
$2.73M +$207K +3,657 +8%
HA
420
Herold Advisors
New York
$2.72M +$58.5K +1,032 +2%
RFA
421
Register Financial Advisors
Georgia
$2.72M +$272K +4,806 +11%
CFG
422
Carr Financial Group
Massachusetts
$2.71M -$77.6K -1,369 -3%
GF
423
Gries Financial
Ohio
$2.68M +$194K +3,429 +8%
GVAG
424
Great Valley Advisor Group
Delaware
$2.68M +$124K +2,195 +5%
RAM
425
Redmond Asset Management
Virginia
$2.63M +$94K +1,658 +4%
15 16
17
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