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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
601
Modus Advisors
Minnesota
$1.6M +$162K +2,815 +11%
PP
602
PDS Planning
Ohio
$1.56M +$19K +330 +1%
3AM
603
3EDGE Asset Management
Florida
$1.56M -$40.7K -708 -3%
TW
604
Transform Wealth
Colorado
$1.56M +$1.02M +17,606 +190%
BIS
605
BG Investment Services
Guam
$1.56M +$1.56M +27,034 New
CCMW
606
Cypress Capital Management (Wyoming)
Wyoming
$1.55M -$143K -2,477 -8%
CFS
607
Coordinated Financial Services
Colorado
$1.55M +$1.55M +26,932 New
BWP
608
Burling Wealth Partners
Illinois
$1.55M +$1.55M +26,906 New
FHB
609
First Hawaiian Bank
Hawaii
$1.53M +$1.53M +26,650 New
JIC
610
Johnson Investment Counsel
Ohio
$1.52M +$1.52M +26,449 New
SWA
611
Sax Wealth Advisors
New Jersey
$1.52M +$1.03M +17,832 +208%
UCFA
612
United Capital Financial Advisors
Texas
$1.5M +$76.7K +1,333 +5%
PSCM
613
Per Stirling Capital Management
Texas
$1.49M +$280K +4,867 +23%
ISFAN
614
Investor's Fiduciary Advisor Network
Washington
$1.49M +$1.49M +25,857 New
RFC
615
Regions Financial Corp
Alabama
$1.48M +$342K +5,944 +30%
FFS
616
Founders Financial Securities
Maryland
$1.48M +$221K +3,838 +18%
TNA
617
True North Advisors
Texas
$1.46M +$1.46M +25,353 New
WW
618
Winnow Wealth
Texas
$1.45M +$1.45M +25,176 New
WA
619
Wealth Alliance
New York
$1.43M +$333K +5,792 +30%
HNB
620
Huntington National Bank
Ohio
$1.42M -$680K – –
LIG
621
Lokken Investment Group
Delaware
$1.42M +$197K +3,420 +16%
IFWM
622
Institute for Wealth Management
Colorado
$1.41M +$71.5K +1,243 +5%
AAS
623
Asset Allocation Strategies
Michigan
$1.41M +$425K +7,199 +43%
TSMHT
624
Thurston Springer Miller Herd & Titak
Indiana
$1.4M +$608K +10,569 +77%
BWM
625
BCGM Wealth Management
Indiana
$1.4M +$52.2K +907 +4%
23 24
25
26 27