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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 %
AQR Capital Management
726
AQR Capital Management
Connecticut
$698K +$388K +6,517 +125%
HNB
727
Huntington National Bank
Ohio
$680K -$376K – –
CRC
728
Curi RMB Capital
Illinois
$677K +$112K +1,884 +20%
TL
729
Tradewinds LLC
North Carolina
$676K +$71.6K +1,203 +12%
OCM
730
One Capital Management
California
$671K +$35.5K +596 +6%
MA
731
Montag & Associates
Georgia
$666K +$136K +2,283 +26%
CM
732
Columbus Macro
Pennsylvania
$663K +$15.8K +266 +2%
AMM
733
American Money Management
California
$662K -$53.4K -898 -7%
CCAM
734
Cascades Capital Asset Management
North Carolina
$652K +$652K +10,954 New
CWA
735
Canvas Wealth Advisors
Kansas
$651K +$43.7K +735 +7%
LC
736
Lavaca Capital
Texas
$649K +$649K +10,900 New
AWM
737
Activest Wealth Management
Florida
$648K -$201K -3,382 -24%
BONH
738
Bank of New Hampshire
New Hampshire
$641K +$292K +4,900 +83%
BRA
739
Biechele Royce Advisors
Indiana
$640K +$26.5K +445 +4%
FWM
740
Fortress Wealth Management
California
$638K -$57.9K -973 -8%
FFWM
741
Future Financial Wealth Management
Ohio
$638K +$29.6K +498 +5%
ACA
742
Ascension Capital Advisors
Texas
$634K -$21.1K -355 -3%
KIM
743
Kestra Investment Management
Texas
$633K +$633K +10,642 New
AFM
744
Armstrong Fleming & Moore
District of Columbia
$624K – – –
EWM
745
EPG Wealth Management
Georgia
$621K +$621K +10,432 New
LSA
746
Lion Street Advisors
Texas
$620K – – –
AFA
747
American Financial Advisors
Georgia
$619K -$86.6K -1,455 -12%
EW
748
Evoke Wealth
California
$618K +$618K +10,385 New
MAWA
749
Moss Adams Wealth Advisors
Washington
$616K -$201K -3,374 -25%
BAM
750
BTS Asset Management
Massachusetts
$615K +$615K +11,237 New
28 29
30
31 32