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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 %
CL
576
Choreo LLC
Illinois
$1.38M +$580K +9,742 +72%
MWM
577
Mission Wealth Management
California
$1.38M +$75.1K +1,262 +6%
NA
578
Nordwand Advisors
Pennsylvania
$1.37M -$2.14M -35,995 -61%
Brown Advisory
579
Brown Advisory
Maryland
$1.35M -$438K -7,359 -24%
DAS
580
Diversify Advisory Services
Utah
$1.35M +$104K +1,750 +8%
FH
581
FWG Holdings
Florida
$1.34M -$117K -1,970 -8%
US Bancorp
582
US Bancorp
Minnesota
$1.33M +$221K +3,706 +20%
CFG
583
Citizens Financial Group
Rhode Island
$1.32M -$80K -1,345 -6%
NWA
584
Navis Wealth Advisors
New York
$1.32M +$157K +2,630 +13%
SFG
585
Sovereign Financial Group
Connecticut
$1.31M +$146K +2,450 +13%
FFS
586
Founders Financial Securities
Maryland
$1.3M +$144K +2,413 +12%
MLRA
587
Main Line Retirement Advisors
Montana
$1.3M -$38K -638 -3%
HF
588
HRT Financial
New York
$1.3M +$1.3M +21,899 New
PAG
589
Paladin Advisory Group
Iowa
$1.3M -$446K -7,487 -25%
LI
590
LRI Investments
Florida
$1.3M +$32K +535 +3%
VA
591
Valmark Advisers
Ohio
$1.29M -$101K -1,698 -7%
PCM
592
Pointe Capital Management
Michigan
$1.28M +$2.98K +50 +0.2%
DA
593
Dover Advisors
Virginia
$1.28M -$133K -2,239 -9%
EFS
594
Econ Financial Services
Pennsylvania
$1.28M +$61.8K +1,038 +5%
MCM
595
Mendel Capital Management
Arkansas
$1.28M +$31.2K +524 +3%
Northern Trust
596
Northern Trust
Illinois
$1.27M +$633K +10,639 +99%
HFS
597
Howard Financial Services
Texas
$1.27M -$56.5K -950 -4%
AGWCA
598
Annis Gardner Whiting Capital Advisors
Florida
$1.27M +$168K +2,827 +15%
LIG
599
Lokken Investment Group
Delaware
$1.26M +$110K +1,851 +10%
SIS
600
Sound Income Strategies
Florida
$1.26M -$89.3K -1,500 -7%
22 23
24
25 26