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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.

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
1
JPMorgan Chase & Co
New York
$1.33B
2
Bank of America
2
Bank of America
North Carolina
$1.83B
3
Morgan Stanley
3
Morgan Stanley
New York
$2.35B
4
EFH
4
Eaton Financial Holdings
Florida
$51.2M
5
MW
5
Marks Wealth
Maryland
$29.3M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$109M
2
SFC
2
Strategic Financial Concepts
Texas
$1.68M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$378M
4
Franklin Resources
4
Franklin Resources
California
$60.7M
5
AUB
5
Atlantic Union Bankshares
Virginia
$8.11M
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
26
First Foundation Advisors
California
$86M 1,444,729 +34,902 +2%
CWS
27
Confluence Wealth Services
Pennsylvania
$84.3M 1,416,257 +149,380 +12%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$83.8M 1,407,505 -228,619 -14%
FWP
29
FAS Wealth Partners
Kansas
$83.8M 1,407,488 +40,340 +3%
CA
30
Clearstead Advisors
Ohio
$81.6M 1,370,646 +146,507 +12%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$81.4M 1,368,547 -191,198 -12%
AF
32
Allworth Financial
California
$68.3M 1,147,093 +80,171 +8%
AWS
33
Atria Wealth Solutions
New York
$68M 1,142,963 +21,442 +2%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$66.4M 1,115,217 +205,251 +23%
KAS
35
Kestra Advisory Services
Texas
$64.7M 1,087,965 +128,450 +13%
Franklin Resources
36
Franklin Resources
California
$60.7M 1,017,028 -659,530 -39%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$56.3M 945,759 +72,546 +8%
AAS
38
Avantax Advisory Services
Texas
$51.3M 862,307 +55,893 +7%
EFH
39
Eaton Financial Holdings
Florida
$51.2M 860,396 +860,396 New
CIA
40
Capital Investment Advisors
Georgia
$50.4M 846,246 -107,640 -11%
GI
41
Gradient Investments
Minnesota
$50.1M 842,152 +20,898 +3%
CAI
42
Capital Advisors Inc
Oklahoma
$50M 840,260 +68,975 +9%
NA
43
Nottingham Advisors
New York
$48.5M 815,304 +20,867 +3%
SPIA
44
Steward Partners Investment Advisory
New York
$45M 756,869 +50,734 +7%
BCM
45
Brookstone Capital Management
Illinois
$44.9M 754,765 +44,993 +6%
Truist Financial
46
Truist Financial
North Carolina
$42M 705,874 -115,802 -14%
RA
47
Rational Advisors
New York
$39.8M 669,505 -105,603 -14%
AWM
48
Apollon Wealth Management
South Carolina
$39.7M 667,073 +110,282 +20%
SSB
49
Sandy Spring Bank
Maryland
$39.5M 663,624 +67,012 +11%
PCFFS
50
Pacific Center for Financial Services
California
$39.3M 659,861 +8,237 +1%
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