JEPI icon

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 %
PSCM
601
Per Stirling Capital Management
Texas
$1.25M +$140K +2,358 +13%
CD
602
Chapin Davis
Maryland
$1.25M +$153K +2,566 +14%
EFL
603
ERn Financial LLC
Wisconsin
$1.25M +$89K +1,496 +8%
DA
604
Detalus Advisors
Missouri
$1.23M -$58.5K -983 -5%
PEA
605
Park Edge Advisors
Ohio
$1.21M +$193K +3,250 +19%
FPWM
606
FSB Premier Wealth Management
Iowa
$1.21M +$391K +6,569 +47%
CCM
607
Coldstream Capital Management
Washington
$1.21M +$115K +1,924 +10%
FAM
608
Family Asset Management
South Carolina
$1.21M -$46.4K -779 -4%
ACM
609
Alpha Capital Management
Texas
$1.2M -$8.03K -135 -0.7%
DWM
610
Drive Wealth Management
Utah
$1.19M +$1.19M +19,929 New
JSL
611
JT Stratford LLC
Georgia
$1.18M +$651K +10,946 +122%
ACM
612
Andina Capital Management
Utah
$1.18M -$47.1K -792 -4%
RFC
613
Regions Financial Corp
Alabama
$1.18M +$203K +3,407 +21%
O3W
614
Omni 360 Wealth
New Jersey
$1.18M +$24K +404 +2%
SIG
615
Spinnaker Investment Group
California
$1.18M -$9.94K -167 -0.8%
OP
616
ORG Partners
Indiana
$1.18M +$33.2K +557 +3%
TMWM
617
Taylor & Morgan Wealth Management
Michigan
$1.17M -$247K -4,154 -17%
EWA
618
Etesian Wealth Advisors
Oregon
$1.16M +$335K +5,630 +40%
BA
619
Bellwether Advisors
Nebraska
$1.15M – – –
RWS
620
Resolute Wealth Strategies
Mississippi
$1.15M -$170K -2,852 -13%
WCM
621
Wealthcare Capital Management
Virginia
$1.14M -$12.5K -210 -1%
PCM
622
Parsons Capital Management
Rhode Island
$1.13M +$60.1K +1,010 +6%
WA
623
Wealth Alliance
New York
$1.13M +$217K +3,651 +24%
HWMO
624
Heritage Wealth Management (Ohio)
Ohio
$1.13M +$99.6K +1,673 +10%
FA
625
Fountainhead AM
New Jersey
$1.13M +$421K +7,068 +59%
23 24
25
26 27