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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 %
CFGS
501
Concourse Financial Group Securities
Alabama
$1.84M +$28.8K +498 +2%
CTWM
502
Cherry Tree Wealth Management
Minnesota
$1.82M +$2.2K +38 +0.1%
VWM
503
Vigilare Wealth Management
Arizona
$1.82M -$32.4K -560 -2%
TWC
504
TD Waterhouse Canada
Ontario, Canada
$1.81M +$241K +5,362 +15%
SA
505
Stewardship Advisors
Pennsylvania
$1.81M -$62.2K -1,075 -3%
BWM
506
BKM Wealth Management
Wisconsin
$1.81M -$26.8K -463 -1%
CCMW
507
Cypress Capital Management (Wyoming)
Wyoming
$1.8M -$11.9K -205 -0.7%
WAM
508
Worth Asset Management
Texas
$1.8M +$631K +10,904 +54%
Ameriprise
509
Ameriprise
Minnesota
$1.8M +$836K +14,449 +87%
GFP
510
Guardian Financial Partners
California
$1.79M -$2.6M -44,951 -59%
EFMC
511
Empire Financial Management Company
New York
$1.79M -$26.4K -456 -1%
Northern Trust
512
Northern Trust
Illinois
$1.79M +$1.42M +24,624 +387%
MP
513
McDonald Partners
Ohio
$1.78M – – –
FFN
514
Focus Financial Network
Minnesota
$1.77M +$210K +3,779 +13%
MWM
515
Mission Wealth Management
California
$1.77M +$73.5K +1,271 +4%
SSWM
516
Sheets Smith Wealth Management
North Carolina
$1.77M -$6.13K -106 -0.3%
VVP
517
Venture Visionary Partners
Ohio
$1.76M +$815K +14,080 +86%
IFPG
518
Intrepid Financial Planning Group
Indiana
$1.76M +$760K +13,133 +76%
EM
519
ELCO Management
New York
$1.76M +$81K +1,400 +5%
CFG
520
Citizens Financial Group
Rhode Island
$1.75M -$93.8K -1,621 -5%
CBT
521
CoreFirst Bank & Trust
Kansas
$1.73M +$332K +5,735 +24%
SEA
522
Stegent Equity Advisors
Texas
$1.71M -$78.6K -1,359 -4%
SEIA
523
Signature Estate & Investment Advisors
California
$1.7M +$202K +3,488 +13%
CCP
524
Clarity Capital Partners
California
$1.69M -$52.7K -911 -3%
NS
525
NBC Securities
Alabama
$1.69M -$199K -3,436 -11%
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