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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 %
CIA
626
Compass Ion Advisors
Pennsylvania
$1.13M -$45.4K -763 -4%
TCWM
627
Total Clarity Wealth Management
Illinois
$1.13M -$148K -2,486 -12%
BMCM
628
Bryn Mawr Capital Management
Pennsylvania
$1.12M +$14.6K +246 +1%
LS
629
Leelyn Smith
Illinois
$1.11M +$4.7K +79 +0.4%
BFWA
630
Benchmark Financial Wealth Advisors
Florida
$1.1M +$104K +1,754 +10%
WIM
631
WealthPlan Investment Management
Nebraska
$1.1M +$21.2K +357 +2%
TAM
632
Tucker Asset Management
Colorado
$1.09M -$30.6K -515 -3%
MWM
633
Marion Wealth Management
Pennsylvania
$1.09M +$115K +1,930 +12%
ARC
634
Advisor Resource Council
Texas
$1.09M +$476K +8,007 +78%
CWP
635
Cyndeo Wealth Partners
Florida
$1.09M -$30.7K -516 -3%
SPWG
636
Syntegra Private Wealth Group
Missouri
$1.09M +$476 +8 +0%
AI
637
Auour Investments
Massachusetts
$1.08M -$109K -1,847 -9%
MCM
638
Monument Capital Management
Virginia
$1.08M -$96.6K -1,624 -8%
S
639
SignatureFD
Georgia
$1.08M +$27.3K +458 +3%
MFG
640
Menard Financial Group
Texas
$1.07M -$20.9K -352 -2%
SFA
641
Source Financial Advisors
New York
$1.06M -$574K -9,644 -35%
SAF
642
Smith Anglin Financial
Texas
$1.05M -$121K -2,038 -10%
SDWIA
643
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.05M +$25.4K +426 +2%
LB
644
Legacy Bridge
Iowa
$1.04M -$634K -10,650 -38%
FVWA
645
Foster Victor Wealth Advisors
South Carolina
$1.04M -$85.1K -1,437 -8%
CRWM
646
Castle Rock Wealth Management
California
$1.04M -$647K -10,972 -38%
CFB
647
Cullen/Frost Bankers
Texas
$1.03M +$185K +3,107 +22%
BCM
648
Brasada Capital Management
Texas
$1.03M +$1.03M +17,421 New
SRA
649
Secured Retirement Advisors
Minnesota
$1.03M +$83.1K +1,396 +9%
ACP
650
Aviance Capital Partners
Florida
$1.03M +$11.5K +194 +1%
24 25
26
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