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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

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.

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

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$239M
2
GAA
2
Global Assets Advisory
Florida
$108M
3
Wells Fargo
3
Wells Fargo
California
$709M
4
UBS Group
4
UBS Group
Switzerland
$389M
5
ETC
5
Exchange Traded Concepts
Oklahoma
$55.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.15B
2
MAWA
2
Moss Adams Wealth Advisors
Washington
$3.38M
3
AWM
3
AE Wealth Management
Kansas
$11.7M
4
SAS
4
Sage Advisory Services
Texas
$794K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$63.1M
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
51
Brookstone Capital Management
Illinois
$42M 725,254 +30,783 +4%
MW
52
Marks Wealth
Maryland
$41.9M 724,421 +724,421 New
AUB
53
Atlantic Union Bankshares
Virginia
$40.1M 692,760 -37,317 -5%
ACA
54
Aptus Capital Advisors
Alabama
$39.4M 681,462 +251,824 +59%
PCFFS
55
Pacific Center for Financial Services
California
$37.1M 640,846 +18,697 +3%
EFH
56
Eaton Financial Holdings
Florida
$36.8M 636,829 +68,099 +12%
PA
57
Pinnacle Associates
New York
$36M 621,973 +35,027 +6%
HWAM
58
Hennion & Walsh Asset Management
New Jersey
$35.6M 614,703 +353,294 +135%
SPIA
59
Steward Partners Investment Advisory
New York
$34.6M 598,509 +64,425 +12%
MFG
60
Magnus Financial Group
New York
$34.5M 596,324 +14,679 +3%
OC
61
Oakworth Capital
Alabama
$34M 587,379 -37,640 -6%
CT
62
Cambridge Trust
Massachusetts
$33.6M 580,914 -216,387 -27%
CG
63
CFO4Life Group
Texas
$32.9M 568,517 +35,683 +7%
CSPIA
64
Cary Street Partners Investment Advisory
Virginia
$31.5M 544,749 +56,944 +12%
KCM
65
Kathmere Capital Management
Pennsylvania
$31.4M 542,463 +20,605 +4%
MW
66
Melia Wealth
Oklahoma
$30.4M 525,330 +21,347 +4%
PCIA
67
Prime Capital Investment Advisors
Kansas
$30.3M 524,252 +31,027 +6%
FPGK
68
Financial Partners Group (Kansas)
Kansas
$29.9M 516,635 -30,088 -6%
CBA
69
Coastal Bridge Advisors
Connecticut
$29.7M 513,642 +39,869 +8%
SSB
70
Sandy Spring Bank
Maryland
$28.9M 500,218 +77,861 +18%
NYLIM
71
New York Life Investment Management
New York
$28.5M 492,066 -295,148 -37%
BC
72
Bricktown Capital
Michigan
$27.8M 479,655 +121,655 +34%
AWM
73
Apollon Wealth Management
South Carolina
$27.5M 475,494 +320,785 +207%
LFG
74
Leverty Financial Group
Wisconsin
$27.5M 474,801 -36,262 -7%
HAS
75
Horizon Advisory Services
New York
$27.2M 470,071 +470,071 New
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