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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.

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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.15B
2
MAWA
Moss Adams Wealth Advisors
Washington
$3.38M
3
AWM
AE Wealth Management
Kansas
$11.7M
4
SAS
Sage Advisory Services
Texas
$794K
5
Bank of New York Mellon
Bank of New York Mellon
New York
$63.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBT
851
First Bankers Trust
Kentucky
$291K +$291K +5,025 New
TWP
852
Triad Wealth Partners
Kansas
$290K +$290K +5,020 New
GC
853
Gratus Capital
Georgia
$289K – – –
CCC
854
Chelsea Counsel Company
California
$288K – – –
MFG
855
Merit Financial Group
Georgia
$287K +$42.9K +765 +18%
SIC
856
Sterling Investment Counsel
New York
$284K +$284K +4,913 New
APA
857
Astoria Portfolio Advisors
New York
$283K +$12.5K +224 +5%
LPAM
858
Lodestar Private Asset Management
California
$282K +$20.3K +350 +8%
NGA
859
Naples Global Advisors
Florida
$280K +$57.9K +1,000 +26%
EWA
860
Exencial Wealth Advisors
Oklahoma
$278K +$52.1K +900 +23%
EFG
861
Ethos Financial Group
Pennsylvania
$278K +$278K +4,810 New
FFWM
862
Future Financial Wealth Management
Ohio
$278K +$278K +4,803 New
JWA
863
JFS Wealth Advisors
Pennsylvania
$275K +$53.6K +926 +24%
MWM
864
MGB Wealth Management
Texas
$274K -$8.97K -155 -3%
GAM
865
Grandview Asset Management
Pennsylvania
$271K +$271K +4,682 New
CP
866
Capital Planning
Washington
$271K – – –
TIM
867
Tortoise Investment Management
New York
$269K +$266K +4,600 +9,200%
SIMC
868
Squire Investment Management Company
Utah
$268K – – –
LFA
869
Laraway Financial Advisors
Minnesota
$267K +$267K +4,620 New
BFWM
870
Bright Futures Wealth Management
New York
$267K +$267K +4,700 New
CAP
871
Columbia Advisory Partners
Washington
$265K -$316K -5,459 -54%
SFG
872
Seamount Financial Group
Colorado
$264K -$41.1K -711 -13%
S4W
873
Solutions 4 Wealth
Texas
$262K +$4.75K +82 +2%
SCG
874
Sonata Capital Group
Washington
$261K +$36.2K +626 +16%
RWM
875
RBA Wealth Management
California
$261K -$1.04K -18 -0.4%
33 34
35
36 37