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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 %
DPI
701
Diversified Portfolios Inc
Michigan
$802K +$71.4K +1,200 +10%
MWM
702
Mascoma Wealth Management
New Hampshire
$799K -$120K -2,023 -13%
MAM
703
Morse Asset Management
Connecticut
$793K +$112K +1,880 +16%
Fifth Third Bancorp
704
Fifth Third Bancorp
Ohio
$792K -$5.89K -99 -0.7%
IBOK
705
Independence Bank of Kentucky
Kentucky
$791K – – –
LSA
706
L & S Advisors
California
$789K +$20.9K +352 +3%
TW
707
TritonPoint Wealth
Maryland
$786K +$76.3K +1,285 +11%
JIC
708
Joel Isaacson & Co
New York
$783K -$81.3K -1,366 -9%
DWG
709
Darden Wealth Group
Michigan
$762K +$217K +3,650 +40%
MA
710
MONECO Advisors
Connecticut
$761K +$13.9K +233 +2%
TSWM
711
Tyler-Stone Wealth Management
Ohio
$757K +$493K +8,290 +187%
MAG
712
MRA Advisory Group
New Jersey
$757K -$1.21M -20,285 -61%
CG
713
Caprock Group
Idaho
$751K -$545K -9,161 -42%
AWAP
714
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$742K -$417 -7 -0.1%
DFG
715
Delta Financial Group
New Jersey
$741K +$128K +2,149 +21%
WSCM
716
Wellington Shields Capital Management
New York
$739K +$119 +2 +0%
LWL
717
Leo Wealth LLC
Texas
$735K +$418K +7,018 +132%
TC
718
TownSquare Capital
Utah
$721K +$268K +4,499 +59%
MW
719
Marcum Wealth
Ohio
$718K -$59.7K -1,004 -8%
MPWT
720
MassMutual Private Wealth & Trust
Connecticut
$718K +$247K +4,155 +53%
CLA
721
Carnegie Lake Advisors
New Jersey
$717K +$717K +12,045 New
WSFS
722
Wilmington Savings Fund Society
Delaware
$717K +$717K +12,045 New
PSIWM
723
Paradigm Strategies in Wealth Management
Minnesota
$712K +$2.8K +47 +0.4%
CC
724
Courier Capital
New York
$706K -$2.86K -48 -0.4%
JBA
725
Johnson Bixby & Associates
Washington
$701K -$79.9K -1,343 -10%
27 28
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