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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,241
Holders Change
+141
Holders Change %
+12.82%
% of All Funds
16.52%
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
Morgan Stanley
Morgan Stanley
New York
+$121M
2
Wells Fargo
Wells Fargo
California
+$118M
3
Jane Street
Jane Street
New York
+$48M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$41.1M
5
QC
Quadrature Capital
United Kingdom
+$37.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$95.4M
2
GI
Gradient Investments
Minnesota
-$50.1M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$49.6M
4
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$39M
5
MW
Marks Wealth
Maryland
-$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
551
MAS Advisors
Florida
$1.96M +$1.55M +26,906 +379%
NCFG
552
New Century Financial Group
New Jersey
$1.95M +$277K +4,771 +17%
JF
553
JSF Financial
California
$1.95M +$215K +3,736 +12%
CAGAS
554
Capital Advisory Group Advisory Services
Minnesota
$1.94M +$14.1K +245 +0.7%
CFG
555
Carr Financial Group
Massachusetts
$1.94M -$140K -2,427 -7%
CPC
556
Consolidated Planning Corp
Georgia
$1.93M +$10.3K +179 +0.5%
CCP
557
Clarity Capital Partners
California
$1.93M +$39.9K +693 +2%
SEA
558
Stegent Equity Advisors
Texas
$1.93M +$51.7K +898 +3%
WAM
559
Worth Asset Management
Texas
$1.92M -$194K -3,374 -9%
RWM
560
Riverbend Wealth Management
South Carolina
$1.92M +$1.92M +33,332 New
DWM
561
Diversify Wealth Management
Utah
$1.91M +$401K +7,033 +27%
SCM
562
Sage Capital Management
New Jersey
$1.91M +$13.7K +238 +0.7%
PAS
563
PKS Advisory Services
New York
$1.91M +$1.91M +33,179 New
IP
564
Integras Partners
Georgia
$1.89M +$1.89M +32,795 New
KFS
565
Kelly Financial Services
Massachusetts
$1.87M -$893K -15,516 -32%
LA
566
LexAurum Advisors
Kansas
$1.87M +$209K +3,626 +13%
MFS
567
Mattson Financial Services
Michigan
$1.86M -$57K -957 -3%
SS
568
Sunbelt Securities
Texas
$1.84M +$29.6K +510 +2%
MIM
569
Moseley Investment Management
Florida
$1.83M +$153K +2,652 +9%
CA
570
Crewe Advisors
Utah
$1.82M +$135K +2,347 +8%
CTWM
571
Cherry Tree Wealth Management
Minnesota
$1.81M -$66.8K -1,161 -4%
MFA
572
Mayflower Financial Advisors
Massachusetts
$1.81M +$76.9K +1,336 +4%
GGS
573
Galvin Gaustad & Stein
Arizona
$1.8M +$54K +939 +3%
BlackRock
574
BlackRock
New York
$1.8M +$1.8M +31,216 +3,121,600%
CIG
575
Cascade Investment Group
Colorado
$1.79M -$44.6K -775 -2%
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