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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 %
GFG
426
Goldstone Financial Group
Illinois
$2.77M -$37K -639 -1%
GIA
427
Gladstone Institutional Advisory
Florida
$2.77M +$2.15M +37,208 +350%
BWA
428
Beam Wealth Advisors
Louisiana
$2.77M +$57.2K +989 +2%
MFGM
429
Marshall Financial Group (Maryland)
Maryland
$2.76M +$2.76M +47,748 New
CA
430
Claro Advisors
Massachusetts
$2.75M -$65.3K -1,129 -2%
Jane Street
431
Jane Street
New York
$2.75M +$1.85M +31,897 +205%
BWP
432
Balboa Wealth Partners
Arizona
$2.73M +$177K +3,062 +7%
ACM
433
Ategra Capital Management
Virginia
$2.72M +$171K +2,955 +7%
HA
434
Herold Advisors
New York
$2.72M +$156K +2,697 +6%
BBL
435
Beck Bode LLC
Massachusetts
$2.71M -$355K -6,127 -12%
BSSFA
436
Baron Silver Stevens Financial Advisors
Florida
$2.7M +$245K +4,231 +10%
APW
437
Aurora Private Wealth
New Jersey
$2.67M -$454K -7,934 -15%
PIA
438
Panoramic Investment Advisors
Colorado
$2.65M +$304K +5,257 +13%
Brown Advisory
439
Brown Advisory
Maryland
$2.63M +$281K +4,851 +12%
AWA
440
Acorn Wealth Advisors
Michigan
$2.62M -$4.51K -78 -0.2%
GVAG
441
Great Valley Advisor Group
Delaware
$2.61M +$90.7K +1,568 +4%
IWM
442
IHT Wealth Management
Illinois
$2.6M +$491K +8,490 +23%
RW
443
Rockport Wealth
Ohio
$2.59M +$2.59M +45,205 New
RAM
444
Redmond Asset Management
Virginia
$2.59M +$176K +3,044 +7%
EH
445
Equitable Holdings
New York
$2.58M -$46.3K -800 -2%
SOS
446
Silver Oak Securities
Tennessee
$2.56M -$140K -2,415 -5%
SWP
447
Stratos Wealth Partners
Ohio
$2.56M +$507K +8,762 +25%
RC
448
Rovin Capital
Arizona
$2.54M +$45.6K +789 +2%
GF
449
Gries Financial
Ohio
$2.54M +$2.54M +43,915 New
RFA
450
Register Financial Advisors
Georgia
$2.5M +$49.3K +852 +2%
16 17
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