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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.

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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.07B
2
GAA
Global Assets Advisory
Florida
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$299M
4
ETC
Exchange Traded Concepts
Oklahoma
$5.2M
5
MW
Marks Wealth
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
851
Kovitz Investment Group Partners
Illinois
$307K -$71.9K -1,268 -19%
PHWM
852
Pine Harbor Wealth Management
Maryland
$307K – – –
RFA
853
Rollins Financial Advisors
New York
$304K +$90K +1,588 +42%
QWM
854
Quadcap Wealth Management
Texas
$304K +$304K +5,358 New
HZ
855
Hixon Zuercher
Ohio
$302K +$10.8K +190 +4%
LPAM
856
Lodestar Private Asset Management
California
$302K +$25.5K +450 +9%
WAS
857
Winch Advisory Services
Wisconsin
$302K +$168K +2,964 +126%
CAL
858
Capital Advisors Ltd
Ohio
$301K +$142K +2,513 +90%
FA
859
FDx Advisors
Illinois
$299K -$5.9K -104 -2%
LWL
860
Leo Wealth LLC
Texas
$299K +$617 +11 +0.2%
DC
861
DeDora Capital
California
$298K +$54.4K +960 +22%
MFG
862
Merit Financial Group
Georgia
$298K +$7.14K +126 +2%
AQR Capital Management
863
AQR Capital Management
Connecticut
$295K +$295K +5,208 New
Betterment LLC
864
Betterment LLC
New York
$295K +$4.76K +84 +2%
DIA
865
Dana Investment Advisors
Wisconsin
$295K -$23.3K -411 -7%
WB
866
WesBanco Bank
West Virginia
$292K +$47K +830 +19%
PM
867
Penbrook Management
New York
$292K – – –
ACS
868
Archford Capital Strategies
Illinois
$292K +$170 +3 +0.1%
FNBT
869
FineMark National Bank & Trust
Florida
$291K +$48.2K +851 +20%
FPCP
870
Fort Point Capital Partners
California
$290K +$1.76K +31 +0.6%
Vontobel Holding
871
Vontobel Holding
Switzerland
$289K -$7.54K -133 -3%
FG
872
Fairman Group
Pennsylvania
$289K +$289K +5,100 New
OWA
873
Outlook Wealth Advisors
Texas
$287K -$28.9K -509 -9%
BAM
874
BOS Asset Management
Illinois
$286K -$1.93K -34 -0.7%
PMSA
875
Patrick M. Sweeney & Associates
Illinois
$283K +$78.6K +1,428 +38%
33 34
35
36 37