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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

1,100 hedge funds and large institutions have $16.3B invested in JPMorgan Equity Premium Income ETF in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 576 increasing their positions, 337 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+27
Holders Change %
+2.52%
% of All Funds
15.91%
Holding in Top 10
124
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.33%
% of All Funds
1.79%
New
105
Increased
576
Reduced
337
Closed
66
Calls
$18.3M
Puts
$18.3M
Net Calls
+$5K
Net Calls Change
+$1.87M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.33B
2
Bank of America
Bank of America
North Carolina
$1.83B
3
Morgan Stanley
Morgan Stanley
New York
$2.35B
4
MW
Marks Wealth
Maryland
$29.3M
5
LPL Financial
LPL Financial
California
$113M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$109M
2
SFC
Strategic Financial Concepts
Texas
$1.68M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$378M
4
Franklin Resources
Franklin Resources
California
$60.7M
5
AUB
Atlantic Union Bankshares
Virginia
$8.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
426
Beam Wealth Advisors
Louisiana
$3.04M +$40.4K +679 +1%
HG
427
Herbst Group
Connecticut
$3.01M +$516K +8,674 +21%
SL
428
Sentinus LLC
Illinois
$2.98M +$948K +1,943 +47%
WKWM
429
Walter & Keenan Wealth Management
Indiana
$2.96M +$283K +4,757 +11%
AC
430
Avestar Capital
New York
$2.95M -$517K -8,689 -15%
RW
431
Rockport Wealth
Ohio
$2.94M +$230K +3,870 +9%
FA
432
Flagstar Advisors
New York
$2.93M +$481K +8,089 +20%
BEI
433
Benjamin Edwards Inc
Missouri
$2.93M +$2.93M +49,239 New
GWM
434
Greenwich Wealth Management
Connecticut
$2.92M -$37.1K -623 -1%
HWM
435
HB Wealth Management
Georgia
$2.91M +$31.8K +535 +1%
SOS
436
Silver Oak Securities
Tennessee
$2.91M +$289K +4,872 +11%
RAM
437
Redmond Asset Management
Virginia
$2.9M +$143K +2,399 +5%
PIA
438
Panoramic Investment Advisors
Colorado
$2.88M +$2.88M +48,408 New
IFPG
439
Intrepid Financial Planning Group
Indiana
$2.87M +$588K +9,876 +26%
SWP
440
Stratos Wealth Partners
Ohio
$2.87M +$359K +6,037 +14%
CWM
441
CIBC World Markets
New York
$2.87M -$921K -15,468 -24%
KFS
442
Kelly Financial Services
Massachusetts
$2.86M -$256K -4,305 -8%
RFA
443
Register Financial Advisors
Georgia
$2.85M -$3.27K -55 -0.1%
Bank of Montreal
444
Bank of Montreal
Ontario, Canada
$2.85M +$360K +6,066 +14%
AWA
445
Acorn Wealth Advisors
Michigan
$2.81M +$100K +1,683 +4%
SKK
446
Shepherd Kaplan Krochuk
Massachusetts
$2.79M -$2.15M -36,207 -44%
SCA
447
Scott Capital Advisors
Oregon
$2.77M +$63.7K +1,070 +2%
RPGK
448
Retirement Planning Group (Kansas)
Kansas
$2.77M +$20.8K +349 +0.8%
WC
449
Weil Company
California
$2.74M +$2.74M +46,023 New
FMN
450
Financial Management Network
California
$2.73M +$369K +6,242 +16%
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