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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.

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
1
JPMorgan Chase & Co
New York
$1.33B
2
Bank of America
2
Bank of America
North Carolina
$1.83B
3
Morgan Stanley
3
Morgan Stanley
New York
$2.35B
4
EFH
4
Eaton Financial Holdings
Florida
$51.2M
5
MW
5
Marks Wealth
Maryland
$29.3M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$109M
2
SFC
2
Strategic Financial Concepts
Texas
$1.68M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$378M
4
Franklin Resources
4
Franklin Resources
California
$60.7M
5
AUB
5
Atlantic Union Bankshares
Virginia
$8.11M
Name Market Value Shares Shares
Change 		Shares
Change %
CSPIA
51
Cary Street Partners Investment Advisory
Virginia
$39M 654,777 +56,841 +10%
PCG
52
Prosperity Consulting Group
Maryland
$38.8M 652,445 +74,896 +13%
OC
53
Oakworth Capital
Alabama
$37.3M 627,064 -25,816 -4%
SA
54
Sanctuary Advisors
Indiana
$36.8M 611,702 +51,920 +9%
LGA
55
Lebenthal Global Advisors
New York
$36.2M 607,552 -315,915 -34%
KCM
56
Kathmere Capital Management
Pennsylvania
$35.7M 600,218 +23,789 +4%
TFA
57
Teamwork Financial Advisors
Texas
$35M 587,983 -3,193 -0.5%
MW
58
Melia Wealth
Oklahoma
$34.9M 587,059 +24,524 +4%
SF
59
Synovus Financial
Georgia
$34.5M 579,553 +117,335 +25%
MFG
60
Magnus Financial Group
New York
$34.3M 576,285 +177,734 +45%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$33.9M 569,238 -267,790 -32%
CG
62
CFO4Life Group
Texas
$33M 554,282 -19,930 -3%
HAS
63
HBW Advisory Services
California
$32.4M 544,628 +103,840 +24%
PA
64
Pinnacle Associates
New York
$32.3M 586,946 -33,936 -5%
HIP
65
HUB Investment Partners
Texas
$31.2M 524,085 +42,800 +9%
CBA
66
Coastal Bridge Advisors
Connecticut
$31.1M 523,421 +8,285 +2%
SI
67
Stephens Inc
Arkansas
$30.2M 507,647 +23,462 +5%
LFG
68
Leverty Financial Group
Wisconsin
$30M 504,707 -5,939 -1%
PCIA
69
Prime Capital Investment Advisors
Kansas
$29.9M 502,203 -2,029 -0.4%
MW
70
Marks Wealth
Maryland
$29.3M 492,084 +492,084 New
HAS
71
Horizon Advisory Services
New York
$28.4M 476,863 +4,634 +1%
FPGK
72
Financial Partners Group (Kansas)
Kansas
$28.1M 472,201 -31,577 -6%
ACA
73
Aptus Capital Advisors
Alabama
$27M 454,192 -9,933 -2%
CF
74
Corrigan Financial
Rhode Island
$26.8M 450,927 +4,419 +1%
EPA
75
Element Pointe Advisors
Florida
$26.7M 449,499 +65,368 +17%
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