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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 %
SEIA
451
Signature Estate & Investment Advisors
California
$2.72M +$425K +7,137 +18%
CCFM
452
Clear Creek Financial Management
Washington
$2.72M -$183K -3,068 -6%
OBWG
453
Onyx Bridge Wealth Group
New York
$2.67M +$486K +8,164 +22%
EH
454
Equitable Holdings
New York
$2.67M -$202K -3,389 -7%
PG
455
Patten Group
Tennessee
$2.66M +$1.03M +17,286 +63%
MWA
456
Moser Wealth Advisors
Washington
$2.66M +$314K +5,280 +13%
FWM
457
FMA Wealth Management
Massachusetts
$2.65M +$65.2K +1,096 +3%
PCA
458
Pallas Capital Advisors
Massachusetts
$2.59M +$206K +3,471 +9%
BSSFA
459
Baron Silver Stevens Financial Advisors
Florida
$2.58M -$147K -2,466 -5%
PFG
460
Prosperity Financial Group
California
$2.57M +$59.9K +1,006 +2%
OPWM
461
Oxinas Partners Wealth Management
Indiana
$2.56M +$303K +5,092 +13%
WFA
462
Websterrogers Financial Advisors
South Carolina
$2.52M +$911K +15,302 +57%
Ameriprise
463
Ameriprise
Minnesota
$2.52M -$746K -12,507 -23%
HC
464
Hourglass Capital
Texas
$2.51M – – –
FPB
465
First PREMIER Bank
South Dakota
$2.49M +$58.1K +976 +2%
RC
466
Rovin Capital
Arizona
$2.48M -$80.1K -1,347 -3%
AA
467
Ancora Advisors
Ohio
$2.46M -$6.61K -111 -0.3%
S
468
Sachetta
Massachusetts
$2.45M +$286K +4,804 +13%
SW
469
SkyOak Wealth
Michigan
$2.45M +$420K +7,053 +21%
GCP
470
Gill Capital Partners
Colorado
$2.44M – – –
MHS
471
M Holdings Securities
Oregon
$2.42M -$76.5K -1,285 -3%
PD
472
Planning Directions
Pennsylvania
$2.4M +$239K +4,011 +11%
MSA
473
Marino Stram & Associates
Massachusetts
$2.4M +$136K +2,277 +6%
TCM
474
Triumph Capital Management
Colorado
$2.4M -$68.1K -1,145 -3%
WE
475
Wealth Effects
Massachusetts
$2.4M +$130K +2,187 +6%
17 18
19
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