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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 %
NCM
576
Nelson Capital Management
California
$1.79M -$206K -3,588 -10%
TKP
577
Tallon Kerry Patrick
$1.77M +$1.77M +30,860 New
PRTG
578
Post Resch Tallon Group
New York
$1.77M +$1.77M +30,860 New
RMC
579
Ring Mountain Capital
California
$1.77M +$1.77M +30,790 New
BWM
580
BKM Wealth Management
Wisconsin
$1.77M +$50.3K +875 +3%
PFA
581
Plotkin Financial Advisors
Maryland
$1.77M -$28.5K -495 -2%
MP
582
McDonald Partners
Ohio
$1.76M -$11.5K -200 -0.7%
SSWM
583
Sheets Smith Wealth Management
North Carolina
$1.74M +$5.75K +100 +0.3%
VT
584
Vise Technologies
New York
$1.73M +$956K +16,616 +123%
GCM
585
Glaxis Capital Management
Florida
$1.73M +$1.73M +30,000 New
EFS
586
Econ Financial Services
Pennsylvania
$1.72M +$488K +8,485 +40%
FPWM
587
FSB Premier Wealth Management
Iowa
$1.72M +$547K +9,502 +47%
PCM
588
Pennsylvania Capital Management
Pennsylvania
$1.72M -$3.65M -63,492 -68%
EM
589
ELCO Management
New York
$1.71M – – –
Brown Advisory
590
Brown Advisory
Maryland
$1.71M +$398K +6,922 +30%
KWM
591
KFG Wealth Management
Indiana
$1.71M +$258K +4,493 +18%
RMF
592
Red Mountain Financial
Colorado
$1.7M +$25.4K +442 +2%
AWA
593
Arkadios Wealth Advisors
Georgia
$1.69M -$17.7K -307 -1%
WCM
594
Winebrenner Capital Management
Kentucky
$1.69M +$1.69M +29,291 New
ST
595
Somerset Trust
Pennsylvania
$1.66M +$101K +1,754 +6%
US Bancorp
596
US Bancorp
Minnesota
$1.65M +$361K +6,273 +28%
CWP
597
Concord Wealth Partners
Virginia
$1.63M +$7.19K +125 +0.4%
BFWM
598
Bright Futures Wealth Management
New York
$1.63M +$1.32M +22,355 +427%
GFG
599
Grantvest Financial Group
New Jersey
$1.63M +$1.63M +28,260 New
Fifth Third Bancorp
600
Fifth Third Bancorp
Ohio
$1.62M +$857K +14,905 +112%
22 23
24
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