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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.

New
Increased
Maintained
Reduced
Closed
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
JPMorgan Chase & Co
New York
+$210M
2
Bank of America
Bank of America
North Carolina
+$151M
3
Morgan Stanley
Morgan Stanley
New York
+$75.8M
4
MW
Marks Wealth
Maryland
+$29.3M
5
LPL Financial
LPL Financial
California
+$24.8M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
-$69.6M
2
SFC
Strategic Financial Concepts
Texas
-$60.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$44.7M
4
Franklin Resources
Franklin Resources
California
-$39.4M
5
AUB
Atlantic Union Bankshares
Virginia
-$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
526
Private Wealth Partners
California
$1.81M – – –
PAS
527
Park Avenue Securities
New York
$1.8M -$584K -9,819 -24%
SA
528
Stewardship Advisors
Pennsylvania
$1.8M -$179 -3 -0%
JF
529
JSF Financial
California
$1.8M +$79.9K +1,343 +5%
SSWM
530
Sheets Smith Wealth Management
North Carolina
$1.8M -$5.48K -92 -0.3%
MFA
531
Mayflower Financial Advisors
Massachusetts
$1.79M +$170K +2,865 +11%
STAS
532
Strong Tower Advisory Services
Minnesota
$1.79M +$407K +6,842 +30%
BWM
533
BKM Wealth Management
Wisconsin
$1.78M -$86.2K -1,449 -5%
EM
534
ELCO Management
New York
$1.77M -$5.95K -100 -0.3%
AWA
535
Arkadios Wealth Advisors
Georgia
$1.77M +$219K +3,680 +14%
CCMW
536
Cypress Capital Management (Wyoming)
Wyoming
$1.74M -$17.7K -298 -1%
AGP
537
Autumn Glory Partners
Texas
$1.74M +$541K +9,089 +45%
CA
538
Crewe Advisors
Utah
$1.74M -$21.8K -366 -1%
MIM
539
Moseley Investment Management
Florida
$1.74M +$350K +5,883 +25%
RMF
540
Red Mountain Financial
Colorado
$1.74M +$16.1K +270 +0.9%
LA
541
LexAurum Advisors
Kansas
$1.72M +$12.3K +207 +0.7%
NCFG
542
New Century Financial Group
New Jersey
$1.72M +$1.39M +23,285 +417%
LWM
543
LJI Wealth Management
Indiana
$1.72M -$142K -2,391 -8%
NS
544
NBC Securities
Alabama
$1.7M -$35.1K -590 -2%
TCA
545
Transcend Capital Advisors
New Jersey
$1.69M +$3.33K +56 +0.2%
SFC
546
Strategic Financial Concepts
Texas
$1.68M -$60.8M -1,020,948 -97%
CWP
547
Concord Wealth Partners
Virginia
$1.68M +$1.73K +29 +0.1%
3AM
548
3EDGE Asset Management
Florida
$1.66M +$34.3K +577 +2%
TWC
549
TD Waterhouse Canada
Ontario, Canada
$1.65M +$150K +2,534 +10%
PWM
550
Purus Wealth Management
California
$1.63M +$59.7K +1,004 +4%
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