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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
Raymond James Financial
1
Raymond James Financial
Florida
$322M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.39B
3
Wells Fargo
3
Wells Fargo
California
$837M
4
CSP
4
Cary Street Partners
Virginia
$53.5M
5
Jane Street
5
Jane Street
New York
$48.3M

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 Market Value Shares Shares
Change 		Shares
Change %
FFA
26
First Foundation Advisors
California
$91.8M 1,596,402 +151,673 +10%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$90.9M 1,579,987 +172,482 +12%
EG
28
Enstar Group
Bermuda
$88.5M 1,539,025 – –
CA
29
Clearstead Advisors
Ohio
$80.8M 1,403,738 +33,092 +2%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$78.6M 1,367,035 -1,512 -0.1%
RCM
31
Requisite Capital Management
Texas
$77.8M 1,343,293 -108,944 -8%
KAS
32
Kestra Advisory Services
Texas
$76M 1,321,467 +233,502 +21%
FWP
33
FAS Wealth Partners
Kansas
$75.7M 1,315,095 -92,393 -7%
AWS
34
Atria Wealth Solutions
New York
$72.7M 1,261,157 +118,194 +10%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$69.8M 1,213,021 +97,804 +9%
AF
36
Allworth Financial
California
$68.6M 1,165,502 +18,409 +2%
Franklin Resources
37
Franklin Resources
California
$62.7M 1,090,177 +73,149 +7%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$61.8M 1,073,749 +127,990 +14%
AAS
39
Avantax Advisory Services
Texas
$56.6M 983,014 +120,707 +14%
EFH
40
Eaton Financial Holdings
Florida
$56M 973,620 +113,224 +13%
CSP
41
Cary Street Partners
Virginia
$53.5M 930,590 +930,590 New
CAI
42
Capital Advisors Inc
Oklahoma
$50.2M 872,169 +31,909 +4%
Jane Street
43
Jane Street
New York
$48.3M 840,282 +833,582 +12,442%
Truist Financial
44
Truist Financial
North Carolina
$47.1M 818,500 +112,626 +16%
CIA
45
Capital Investment Advisors
Georgia
$45.8M 796,351 -49,895 -6%
SPIA
46
Steward Partners Investment Advisory
New York
$44.9M 779,879 +23,010 +3%
AWM
47
Apollon Wealth Management
South Carolina
$44.3M 769,584 +102,511 +15%
BCM
48
Brookstone Capital Management
Illinois
$43.7M 758,913 +4,148 +0.5%
NA
49
Nottingham Advisors
New York
$42.4M 736,283 -79,021 -10%
SSB
50
Sandy Spring Bank
Maryland
$42.3M 734,893 +71,269 +11%
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