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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

1,073 hedge funds and large institutions have $14.9B invested in JPMorgan Equity Premium Income ETF in 2024 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 581 increasing their positions, 298 reducing their positions, and 66 closing their positions.

Holders
1,073
Holders Change
+30
Holders Change %
+2.88%
% of All Funds
15.61%
Holding in Top 10
120
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-15.49%
% of All Funds
1.75%
New
116
Increased
581
Reduced
298
Closed
66
Calls
$16.1M
Puts
$17.9M
Net Calls
-$1.87M
Net Calls Change
+$3.66M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.6B
2
HighTower Advisors
2
HighTower Advisors
Illinois
$198M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.16B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$403M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$98.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.07B
2
GAA
2
Global Assets Advisory
Florida
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$299M
4
ETC
4
Exchange Traded Concepts
Oklahoma
$5.2M
5
MW
5
Marks Wealth
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$88.4M 1,559,745 -146,403 -9%
EG
27
Enstar Group
Bermuda
$87.2M 1,539,025 -89,110 -5%
LPL Financial
28
LPL Financial
California
$84.1M 1,484,230 +47,371 +3%
FFA
29
First Foundation Advisors
California
$79.9M 1,409,827 +206,732 +17%
FWP
30
FAS Wealth Partners
Kansas
$77.5M 1,367,148 +59,066 +5%
CWS
31
Confluence Wealth Services
Pennsylvania
$71.8M 1,266,877 +95,731 +8%
CA
32
Clearstead Advisors
Ohio
$69.4M 1,224,139 +32,265 +3%
AWS
33
Atria Wealth Solutions
New York
$63.6M 1,121,521 +292,802 +35%
AF
34
Allworth Financial
California
$60.6M 1,066,922 +28,863 +3%
KAS
35
Kestra Advisory Services
Texas
$54.4M 959,515 +131,936 +16%
CIA
36
Capital Investment Advisors
Georgia
$54.1M 953,886 +171,145 +22%
LGA
37
Lebenthal Global Advisors
New York
$52.3M 923,467 +2,823 +0.3%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$51.6M 909,966 +56,928 +7%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$49.5M 873,213 +65,959 +8%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$47.4M 837,028 -253,402 -23%
Truist Financial
41
Truist Financial
North Carolina
$46.6M 821,676 +15,763 +2%
GI
42
Gradient Investments
Minnesota
$46.5M 821,254 +524,261 +177%
AAS
43
Avantax Advisory Services
Texas
$45.7M 806,414 +26,972 +3%
NA
44
Nottingham Advisors
New York
$45M 794,437 +23,642 +3%
RA
45
Rational Advisors
New York
$43.9M 775,108 -48,435 -6%
CAI
46
Capital Advisors Inc
Oklahoma
$43.7M 771,285 +21,280 +3%
BCM
47
Brookstone Capital Management
Illinois
$40.7M 709,772 -15,482 -2%
SPIA
48
Steward Partners Investment Advisory
New York
$40M 706,135 +107,626 +18%
4WM
49
49 Wealth Management
Texas
$38.1M 679,411 +207,834 +44%
OC
50
Oakworth Capital
Alabama
$37M 652,880 +65,501 +11%
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