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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
WKWM
476
Walter & Keenan Wealth Management
Indiana
$2.13M +$105K +1,816 +5%
LFGH
477
Lee Financial Group Hawaii
Hawaii
$2.12M +$110K +1,897 +5%
SW
478
SteelPeak Wealth
California
$2.11M +$236K +4,079 +13%
PFA
479
Plotkin Financial Advisors
Maryland
$2.11M -$217K -3,752 -9%
BFEC
480
Benjamin F. Edwards & Company
Missouri
$2.11M +$1.27M +21,904 +151%
NC
481
Napatree Capital
Rhode Island
$2.08M -$49.2K -879 -2%
KIA
482
Kraematon Investment Advisors
Massachusetts
$2.04M +$60.8K +1,050 +3%
MWA
483
Moser Wealth Advisors
Washington
$2.04M +$350K +6,050 +21%
SFWA
484
Summit Financial Wealth Advisors
Louisiana
$2.03M +$1.4M +24,235 +223%
SCM
485
Sage Capital Management
New Jersey
$2.02M +$477K +8,243 +31%
PWP
486
Private Wealth Partners
California
$2.01M +$474K +8,200 +31%
GCM
487
Gables Capital Management
Florida
$2.01M +$75.2K +1,300 +4%
BA
488
Bridge Advisory
California
$2M -$144K -2,484 -7%
Lido Advisors
489
Lido Advisors
California
$1.98M +$389K +6,722 +25%
UCFA
490
United Capital Financial Advisors
Texas
$1.97M +$1.62M +28,025 +470%
FMN
491
Financial Management Network
California
$1.96M +$535K +9,438 +38%
NCM
492
Nelson Capital Management
California
$1.95M +$44.1K +763 +2%
PWM
493
Prosperity Wealth Management
California
$1.93M +$37.3K +644 +2%
FHC
494
First Heartland Consultants
Missouri
$1.92M +$265K +4,586 +16%
SW
495
SkyOak Wealth
Michigan
$1.91M +$266K +4,595 +16%
DWM
496
Dakota Wealth Management
Florida
$1.91M +$1.91M +32,961 New
CPC
497
Consolidated Planning Corp
Georgia
$1.89M +$672K +11,609 +55%
CIG
498
Cascade Investment Group
Colorado
$1.89M -$48.8K -843 -3%
VHAM
499
Van Hulzen Asset Management
California
$1.89M +$832K +14,374 +79%
FPB
500
First PREMIER Bank
South Dakota
$1.88M +$163K +2,825 +10%
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