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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 %
FWM
451
FMA Wealth Management
Massachusetts
$2.46M +$75.7K +1,309 +3%
HG
452
Herbst Group
Connecticut
$2.46M -$190K -3,279 -7%
HC
453
Hourglass Capital
Texas
$2.44M – – –
FA
454
Flagstar Advisors
New York
$2.42M +$2.42M +41,854 New
WM
455
Whitford Management
New York
$2.41M – – –
LFAS
456
Level Four Advisory Services
Texas
$2.4M +$6.98K +127 +0.3%
OPWM
457
Oxinas Partners Wealth Management
Indiana
$2.36M +$130K +2,255 +6%
AFP
458
Alpha Financial Partners
Kentucky
$2.35M -$182K -3,139 -7%
AWM
459
Avaii Wealth Management
Wisconsin
$2.34M -$288K -4,984 -11%
SCA
460
Scott Capital Advisors
Oregon
$2.34M +$648K +11,327 +38%
PFG
461
Prosperity Financial Group
California
$2.34M -$1.77M -30,533 -43%
E
462
ETFidea
New York
$2.32M -$204K -3,524 -8%
AA
463
Ancora Advisors
Ohio
$2.32M +$333K +5,747 +17%
FMTCOCP
464
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.31M -$325K -5,617 -12%
AF
465
Advisornet Financial
Minnesota
$2.3M +$237K +4,102 +12%
GCP
466
Gill Capital Partners
Colorado
$2.3M +$19.6K +350 +0.9%
Bank of Montreal
467
Bank of Montreal
Ontario, Canada
$2.23M -$754K -13,024 -25%
GAM
468
Gotham Asset Management
New York
$2.22M +$29.2K +505 +1%
MHS
469
M Holdings Securities
Oregon
$2.22M +$343K +5,932 +18%
RCM
470
Rain Capital Management
Oregon
$2.21M -$404K -6,981 -15%
WE
471
Wealth Effects
Massachusetts
$2.2M -$24.5K -423 -1%
PCA
472
Pallas Capital Advisors
Massachusetts
$2.19M +$830K +14,346 +61%
RSWM
473
Robertson Stephens Wealth Management
California
$2.16M +$331K +5,729 +18%
EP
474
Eudaimonia Partners
Tennessee
$2.14M -$541K -9,352 -20%
RWPA
475
Richard W. Paul & Associates
Michigan
$2.14M +$215K +3,711 +11%
17 18
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