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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 %
UAG
551
United Advisor Group
Ohio
$1.63M +$423K +7,104 +35%
ST
552
Somerset Trust
Pennsylvania
$1.62M +$114K +1,922 +8%
CGA
553
Crescent Grove Advisors
Illinois
$1.6M +$82.1K +1,379 +5%
PP
554
PDS Planning
Ohio
$1.6M +$198K +3,327 +14%
DWM
555
Diversify Wealth Management
Utah
$1.58M +$697K +11,712 +79%
CBT
556
CoreFirst Bank & Trust
Kansas
$1.58M -$15.7K -263 -1%
APW
557
Aurora Private Wealth
New Jersey
$1.58M -$594K -9,975 -27%
BFPW
558
BOK Financial Private Wealth
Colorado
$1.54M +$98.4K +1,653 +7%
DWM
559
Dakota Wealth Management
Florida
$1.53M -$349K -5,869 -19%
FHC
560
First Heartland Consultants
Missouri
$1.51M -$386K -6,486 -20%
KWM
561
KFG Wealth Management
Indiana
$1.5M +$126K +2,115 +9%
S
562
Sunpointe
Missouri
$1.5M +$35K +588 +2%
GM
563
GeoWealth Management
Illinois
$1.49M -$1.4M -23,557 -48%
BBL
564
Beck Bode LLC
Massachusetts
$1.49M -$859K -14,436 -37%
MA
565
Modus Advisors
Minnesota
$1.49M +$202K +3,397 +16%
HSA
566
HBK Sorce Advisory
Pennsylvania
$1.48M +$290K +4,872 +24%
UCFA
567
United Capital Financial Advisors
Texas
$1.47M -$88K -1,479 -6%
WDG
568
Wealth Dimensions Group
Ohio
$1.45M +$30K +504 +2%
TWM
569
Trueblood Wealth Management
Ohio
$1.43M +$9.82K +165 +0.7%
AFG
570
Atomi Financial Group
New York
$1.42M -$360K -6,046 -20%
BI
571
Beckerman Institutional
New Jersey
$1.41M +$1.41M +23,708 New
PW
572
Paladin Wealth
Minnesota
$1.41M +$1.41M +23,675 New
CWM
573
Chronos Wealth Management
Florida
$1.4M -$8.03K -135 -0.6%
BWM
574
BCGM Wealth Management
Indiana
$1.39M -$41.4K -695 -3%
IFWM
575
Institute for Wealth Management
Colorado
$1.39M -$34.6K -581 -2%
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