JEPI icon

JPMorgan Equity Premium Income ETF

1,043 hedge funds and large institutions have $15.5B invested in JPMorgan Equity Premium Income ETF in 2024 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 581 increasing their positions, 267 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
+50
Holders Change %
+5.04%
% of All Funds
15.12%
Holding in Top 10
142
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.65%
% of All Funds
2.06%
New
128
Increased
581
Reduced
267
Closed
64
Calls
$18M
Puts
$23.5M
Net Calls
-$5.52M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PSCM
676
Per Stirling Capital Management
Texas
$799K +$17K +294 +2%
MA
677
MONECO Advisors
Connecticut
$794K +$125K +2,164 +19%
SAS
678
Sage Advisory Services
Texas
$794K -$23.5M -406,030 -97%
HCM
679
Highlander Capital Management
New Jersey
$794K +$45.4K +785 +6%
BTI
680
Blue Trust Inc
Georgia
$793K +$632K +10,917 +392%
AAS
681
Annex Advisory Services
Wisconsin
$791K
Focus Partners Wealth
682
Focus Partners Wealth
Massachusetts
$783K +$266K +4,600 +52%
US Bancorp
683
US Bancorp
Minnesota
$779K +$45.7K +790 +6%
IBOK
684
Independence Bank of Kentucky
Kentucky
$769K +$96K +1,660 +14%
ACM
685
AlphaStar Capital Management
North Carolina
$768K -$956K -16,516 -55%
TC
686
Trust Company
Kansas
$763K +$33.4K +577 +5%
GFA
687
Gallagher Fiduciary Advisors
Illinois
$759K +$148K +2,557 +24%
IA
688
IAM Advisory
Pennsylvania
$751K +$9.61K +166 +1%
CP
689
Coho Partners
Pennsylvania
$748K +$62.4K +1,079 +9%
VT
690
Vise Technologies
New York
$743K +$441K +7,623 +146%
AFO
691
Arrowroot Family Office
California
$741K +$741K +12,811 New
CAM
692
Cozad Asset Management
Illinois
$740K +$70.2K +1,214 +10%
MSA
693
Marino Stram & Associates
Massachusetts
$733K +$733K +12,670 New
ACM
694
Advance Capital Management
Michigan
$733K +$185K +3,193 +34%
WSCM
695
Wellington Shields Capital Management
New York
$724K +$8.91K +154 +1%
PSIWM
696
Paradigm Strategies in Wealth Management
Minnesota
$720K +$392K +6,770 +119%
CFB
697
Cullen/Frost Bankers
Texas
$720K
AFA
698
American Financial Advisors
Georgia
$720K +$128K +2,219 +22%
AWAP
699
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$718K -$7.23K -125 -1%
FCA
700
FinTrust Capital Advisors
South Carolina
$718K +$25.7K +444 +4%