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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 %
HWM
651
Howard Wealth Management
Connecticut
$1.03M +$144K +2,419 +16%
BW
652
Bison Wealth
Georgia
$1.03M +$120K +2,024 +13%
MWM
653
Meridian Wealth Management
Kentucky
$1.02M -$61.5K -1,033 -6%
AWM
654
AllSquare Wealth Management
New York
$1.02M +$2.98K +50 +0.3%
SCM
655
Saxony Capital Management
Missouri
$1.02M +$211K +3,538 +26%
FLPIM
656
F.L. Putnam Investment Management
Massachusetts
$1.02M -$482K -8,096 -32%
CAM
657
Cozad Asset Management
Illinois
$1M +$93.2K +1,566 +10%
BCP
658
Blue Chip Partners
Michigan
$996K -$11.1K -186 -1%
CPA
659
Cardiff Park Advisors
California
$992K +$8.81K +148 +0.9%
AAS
660
Asset Allocation Strategies
Michigan
$991K +$168K +2,817 +20%
MWA
661
MN Wealth Advisors
Kansas
$985K +$714K +12,004 +264%
LFS
662
Legacy Financial Strategies
Kansas
$971K +$90.2K +1,515 +10%
VWM
663
Venturi Wealth Management
Texas
$967K -$141K -2,370 -13%
LWA
664
Lineweaver Wealth Advisors
Ohio
$967K +$38.9K +653 +4%
SFA
665
Souders Financial Advisors
Ohio
$950K -$13K -218 -1%
CMS
666
Capital Market Strategies
Florida
$942K -$2.2K -37 -0.2%
LFA
667
LGT Financial Advisors
Texas
$939K +$323K +5,429 +52%
SC
668
Sepio Capital
Utah
$939K -$185K -3,108 -16%
Millennium Management
669
Millennium Management
New York
$937K +$937K +15,743 New
CWMS
670
Cannon Wealth Management Services
North Carolina
$930K +$930K +15,627 New
SFG
671
SNS Financial Group
Minnesota
$926K +$4.46K +75 +0.5%
LAM
672
Lewis Asset Management
California
$923K -$56.1K -943 -6%
Prudential Financial
673
Prudential Financial
New Jersey
$915K +$20.7K +348 +2%
NCM
674
Novare Capital Management
North Carolina
$915K -$47.6K -800 -5%
OMC
675
Old Mission Capital
Illinois
$904K +$904K +15,193 New
25 26
27
28 29