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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

1,241 hedge funds and large institutions have $24.7B invested in JPMorgan Equity Premium Income ETF in 2024 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 655 increasing their positions, 283 reducing their positions, and 50 closing their positions.

Holders
1,241
Holders Change
+141
Holders Change %
+12.82%
% of All Funds
16.53%
Holding in Top 10
140
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+12.9%
% of All Funds
1.86%
New
213
Increased
655
Reduced
283
Closed
50
Calls
$10.3M
Puts
$16.5M
Net Calls
-$6.19M
Net Calls Change
-$6.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.39B
2
Wells Fargo
2
Wells Fargo
California
$837M
3
Jane Street
3
Jane Street
New York
$48.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$423M
5
QC
5
Quadrature Capital
United Kingdom
$37.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.19B
2
GI
2
Gradient Investments
Minnesota
$0
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$7.69B
4
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$0
5
MW
5
Marks Wealth
Maryland
$410K
Name Holding Trade Value Shares
Change 		Shares
Change %
PD
451
Planning Directions
Pennsylvania
$2.97M +$649K +11,281 +28%
BWA
452
Beam Wealth Advisors
Louisiana
$2.95M +$11.3K +196 +0.4%
PIA
453
Panoramic Investment Advisors
Colorado
$2.9M +$119K +2,065 +4%
PG
454
Patten Group
Tennessee
$2.89M +$319K +5,537 +12%
OBWG
455
Onyx Bridge Wealth Group
New York
$2.89M +$311K +5,396 +12%
RFA
456
Register Financial Advisors
Georgia
$2.89M +$133K +2,317 +5%
FFS
457
Fortress Financial Solutions
Arizona
$2.87M +$2.87M +49,899 New
SW
458
SkyOak Wealth
Michigan
$2.86M +$499K +8,671 +21%
RAM
459
Redmond Asset Management
Virginia
$2.82M +$13.3K +231 +0.5%
SEIA
460
Signature Estate & Investment Advisors
California
$2.8M +$165K +2,862 +6%
AC
461
Avestar Capital
New York
$2.79M -$81.4K -1,406 -3%
SCA
462
Scott Capital Advisors
Oregon
$2.77M +$97.8K +1,708 +4%
HWM
463
HB Wealth Management
Georgia
$2.76M -$51.4K -893 -2%
MWA
464
Moser Wealth Advisors
Washington
$2.73M +$158K +2,750 +6%
FPB
465
First PREMIER Bank
South Dakota
$2.73M +$319K +5,548 +13%
TCM
466
Triumph Capital Management
Colorado
$2.72M +$402K +6,981 +17%
KA
467
Kovack Advisors
Florida
$2.71M -$245K -4,256 -8%
BB
468
Bell Bank
North Dakota
$2.69M +$2.4M +41,795 +829%
VCP
469
Verus Capital Partners
Arizona
$2.69M -$445K -7,731 -14%
FMN
470
Financial Management Network
California
$2.68M +$2.9K +50 +0.1%
AWA
471
Acorn Wealth Advisors
Michigan
$2.67M -$46.8K -813 -2%
UW
472
Unique Wealth
Florida
$2.67M -$520K -9,036 -16%
EH
473
Equitable Holdings
New York
$2.66M +$82.1K +1,427 +3%
GRP
474
Global Retirement Partners
California
$2.66M -$599K -10,411 -18%
AG
475
AmeriFlex Group
Nevada
$2.66M +$2.66M +45,057 New
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