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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 %
PG
751
Prostatis Group
Maryland
$606K +$19.2K +323 +3%
PWM
752
Prentice Wealth Management
New York
$603K -$59.8K -1,004 -9%
ACA
753
American Capital Advisory
Idaho
$600K -$50K -841 -8%
BMWM
754
Brown Miller Wealth Management
Virginia
$600K +$600K +10,076 New
CFA
755
Capstone Financial Advisors
Illinois
$598K +$10.7K +179 +2%
QWM
756
Quadcap Wealth Management
Texas
$598K +$279K +4,686 +87%
FPAS
757
Focus Partners Advisor Solutions
Missouri
$596K +$596K +10,012 New
BWM
758
BlackDiamond Wealth Management
New York
$595K +$6.96K +116 +1%
SIC
759
Samalin Investment Counsel
New York
$592K +$102K +1,711 +21%
WLPWM
760
Walled Lake Planning & Wealth Management
Illinois
$590K +$6.43K +108 +1%
SFWC
761
Strategic Family Wealth Counselors
New Jersey
$590K +$84.7K +1,424 +17%
FA
762
Fortis Advisors
Pennsylvania
$587K +$194K +3,257 +49%
CAL
763
Capital Advisors Ltd
Ohio
$584K +$267K +4,492 +84%
SFB
764
STAR Financial Bank
Indiana
$583K -$1.41M -23,777 -71%
KFI
765
Key Financial Inc
Pennsylvania
$583K +$11.9K +200 +2%
SWIM
766
Smallwood Wealth Investment Management
New Jersey
$582K +$74.1K +1,246 +15%
AMG
767
Advisors Management Group
Wisconsin
$575K +$105K +1,773 +22%
AA
768
Argent Advisors
Louisiana
$575K +$196K +3,300 +52%
FCA
769
FinTrust Capital Advisors
South Carolina
$567K -$78.1K -1,312 -12%
SIM
770
Seaview Investment Managers
Florida
$566K -$101K -1,694 -15%
SAS
771
Sage Advisory Services
Texas
$564K – – –
EWM
772
Evercore Wealth Management
New York
$555K – – –
WN
773
Williams & Novak
California
$553K +$185K +3,105 +50%
TW
774
Transform Wealth
Colorado
$552K -$2.62M -43,990 -83%
CFP
775
Cascade Financial Partners
California
$552K +$119 +2 +0%
29 30
31
32 33