JEPI icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
EG
26
Enstar Group
Bermuda
$94.2M 1,628,135 -115,241 -7%
Franklin Resources
27
Franklin Resources
California
$92.5M 1,599,417 +23,483 +1%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$87M 1,504,186 +82,660 +6%
LPL Financial
29
LPL Financial
California
$83.1M 1,436,859 +241,970 +20%
FWP
30
FAS Wealth Partners
Kansas
$75.7M 1,308,082 +97,680 +8%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$69.7M 1,205,341 +638,478 +113%
FFA
32
First Foundation Advisors
California
$69.6M 1,203,095 +576,068 +92%
CA
33
Clearstead Advisors
Ohio
$68M 1,191,874 +42,232 +4%
CWS
34
Confluence Wealth Services
Pennsylvania
$67.8M 1,171,146 +212,346 +22%
CA
35
Cetera Advisors
Colorado
$64.1M 1,108,575 +188,529 +20%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$63.1M 1,090,430 -316,327 -22%
AF
37
Allworth Financial
California
$60.1M 1,038,059 +137,500 +15%
ETC
38
Exchange Traded Concepts
Oklahoma
$55.9M 966,844 +966,844 New
LGA
39
Lebenthal Global Advisors
New York
$53.3M 920,644 +4,249 +0.5%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$49.4M 853,038 +156,151 +22%
AWS
41
Atria Wealth Solutions
New York
$47.9M 828,719 +132,289 +19%
KAS
42
Kestra Advisory Services
Texas
$47.9M 827,579 +155,777 +23%
RA
43
Rational Advisors
New York
$47.7M 823,543 -157,017 -16%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$46.7M 807,254 +51,247 +7%
Truist Financial
45
Truist Financial
North Carolina
$46.6M 805,913 -166,096 -17%
AP
46
Americana Partners
Texas
$45.5M 786,887 +45,824 +6%
CIA
47
Capital Investment Advisors
Georgia
$45.3M 782,741 +39,689 +5%
AAS
48
Avantax Advisory Services
Texas
$45.1M 779,442 +97,078 +14%
NA
49
Nottingham Advisors
New York
$44.6M 770,795 -47,012 -6%
CAI
50
Capital Advisors Inc
Oklahoma
$43.4M 750,005 +29,750 +4%
1
2
3 4 5