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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

1,073 hedge funds and large institutions have $14.9B invested in JPMorgan Equity Premium Income ETF in 2024 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 581 increasing their positions, 298 reducing their positions, and 66 closing their positions.

Holders
1,073
Holders Change
+30
Holders Change %
+2.88%
% of All Funds
15.61%
Holding in Top 10
120
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-15.49%
% of All Funds
1.75%
New
116
Increased
581
Reduced
298
Closed
66
Calls
$16.1M
Puts
$17.9M
Net Calls
-$1.87M
Net Calls Change
+$3.66M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.6B
2
HighTower Advisors
2
HighTower Advisors
Illinois
$198M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.16B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$403M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$98.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.07B
2
GAA
2
Global Assets Advisory
Florida
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$299M
4
ETC
4
Exchange Traded Concepts
Oklahoma
$5.2M
5
MW
5
Marks Wealth
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCFFS
51
Pacific Center for Financial Services
California
$36.9M +$611K +10,778 +2%
AUB
52
Atlantic Union Bankshares
Virginia
$36.9M -$2.36M -41,629 -6%
PA
53
Pinnacle Associates
New York
$35.2M -$61.8K -1,091 -0.2%
CSPIA
54
Cary Street Partners Investment Advisory
Virginia
$33.9M +$3.01M +53,187 +10%
SSB
55
Sandy Spring Bank
Maryland
$33.8M +$5.46M +96,394 +19%
TFA
56
Teamwork Financial Advisors
Texas
$33.5M +$17.1M +301,811 +104%
PCG
57
Prosperity Consulting Group
Maryland
$32.7M +$8.43M +148,730 +35%
KCM
58
Kathmere Capital Management
Pennsylvania
$32.7M +$1.93M +33,966 +6%
CG
59
CFO4Life Group
Texas
$32.5M +$323K +5,695 +1%
MW
60
Melia Wealth
Oklahoma
$31.9M +$2.11M +37,205 +7%
AWM
61
Apollon Wealth Management
South Carolina
$31.6M +$4.61M +81,297 +17%
SA
62
Sanctuary Advisors
Indiana
$31.5M +$31.5M +559,782 New
CBA
63
Coastal Bridge Advisors
Connecticut
$29.2M +$84.7K +1,494 +0.3%
LFG
64
Leverty Financial Group
Wisconsin
$28.9M +$2.03M +35,845 +8%
AP
65
Americana Partners
Texas
$28.7M -$15.9M -279,965 -36%
PCIA
66
Prime Capital Investment Advisors
Kansas
$28.6M -$1.13M -20,020 -4%
FPGK
67
Financial Partners Group (Kansas)
Kansas
$28.6M -$729K -12,857 -2%
SI
68
Stephens Inc
Arkansas
$27.4M +$1.38M +24,351 +5%
HIP
69
HUB Investment Partners
Texas
$27.3M +$4.86M +85,820 +22%
HAS
70
Horizon Advisory Services
New York
$26.8M +$122K +2,158 +0.5%
ACA
71
Aptus Capital Advisors
Alabama
$26.3M -$12.3M -217,337 -32%
SF
72
Synovus Financial
Georgia
$26.2M +$513K +9,046 +2%
CF
73
Corrigan Financial
Rhode Island
$25.8M – – –
Focus Partners Wealth
74
Focus Partners Wealth
Massachusetts
$25.3M +$24.6M +433,179 +3,203%
IAN
75
Integrated Advisors Network
Texas
$25.1M +$1.3M +22,970 +5%
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