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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 %
HTC
676
Haverford Trust Company
Pennsylvania
$903K – – –
RA
677
Rockingstone Advisors
Massachusetts
$902K -$34.5K -580 -4%
SW
678
Simplicity Wealth
New Jersey
$895K -$3.82M -64,206 -81%
S4W
679
Solutions 4 Wealth
Texas
$891K +$15.3K +257 +2%
KF
680
KKM Financial
Illinois
$889K -$1.79K -30 -0.2%
IA
681
IAM Advisory
Pennsylvania
$888K +$24.4K +410 +3%
TP
682
Tranquility Partners
Tennessee
$887K -$64.5K -1,084 -7%
NL
683
NVWM LLC
Pennsylvania
$885K – – –
FMI
684
F/M Investments
District of Columbia
$880K – – –
TC
685
Trust Company
Kansas
$874K +$87.4K +1,468 +11%
IAA
686
Independent Advisor Alliance
North Carolina
$867K +$39.7K +667 +5%
CCIA
687
Cherry Creek Investment Advisors
Colorado
$863K +$15.3K +257 +2%
III
688
Independent Investors Inc
New York
$858K – – –
AFO
689
Arrowroot Family Office
California
$851K +$85.6K +1,438 +11%
CAM
690
CPA Asset Management
Florida
$835K -$45K -756 -5%
IAP
691
Indie Asset Partners
Indiana
$825K -$88.7K -1,490 -10%
ATS
692
Ashton Thomas Securities
New York
$820K +$262K +4,432 +47%
TSMHT
693
Thurston Springer Miller Herd & Titak
Indiana
$820K +$1.07K +18 +0.1%
CAM
694
Columbia Asset Management
Michigan
$818K – – –
WB
695
West Bancorporation
Iowa
$817K +$817K +13,725 New
AAS
696
Annex Advisory Services
Wisconsin
$813K -$1.49K -25 -0.2%
AWE
697
Avidian Wealth Enterprises
Texas
$810K +$109K +1,839 +16%
AWM
698
Accel Wealth Management
Iowa
$809K -$25.6K -431 -3%
VT
699
Vise Technologies
New York
$806K +$171K +2,877 +27%
FT
700
Fiduciary Trust
Massachusetts
$803K +$248K +4,172 +45%
26 27
28
29 30