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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 %
RWM
901
RBA Wealth Management
California
$257K +$1.59K +28 +0.6%
SWA
902
Strategies Wealth Advisors
Michigan
$256K +$256K +4,519 New
FA
903
Fiduciary Alliance
South Carolina
$255K +$56.7K +1,009 +29%
EAM
904
Empirical Asset Management
Massachusetts
$255K +$255K +4,496 New
KWS
905
Keystone Wealth Services
California
$254K +$3.91K +69 +2%
FBT
906
First Bankers Trust
Kentucky
$253K -$31.7K -560 -11%
SCG
907
Sonata Capital Group
Washington
$252K -$4.14K -73 -2%
NGA
908
Naples Global Advisors
Florida
$252K -$22.4K -396 -8%
TSWM
909
Tyler-Stone Wealth Management
Ohio
$251K – – –
PTP
910
Platform Technology Partners
New York
$251K +$251K +4,430 New
SIC
911
Salem Investment Counselors
North Carolina
$250K +$174K +3,075 +229%
HI
912
Hudock Inc
Pennsylvania
$250K +$250K +4,409 New
LMKC
913
L.M. Kohn & Company
Ohio
$249K +$249K +4,397 New
I2I
914
Insight 2811 Inc
Illinois
$249K +$249K +4,390 New
SAI
915
Savvy Advisors Inc
New York
$247K +$3.34K +59 +1%
AT
916
Arden Trust
Delaware
$242K +$16.6K +293 +7%
TYCC
917
Texas Yale Capital Corp
Florida
$238K +$238K +4,200 New
CA
918
Carson Advisory
Georgia
$238K +$3.12K +55 +1%
WCA
919
Westover Capital Advisors
Delaware
$237K -$6.12K -108 -3%
JWA
920
JFS Wealth Advisors
Pennsylvania
$236K -$33.1K -584 -12%
SL
921
Sentinus LLC
Illinois
$235K +$235K +4,154 New
FFA
922
Florida Financial Advisors
Florida
$235K -$71.2K -1,256 -23%
FFG
923
Fortem Financial Group
California
$231K – – –
FIC
924
Family Investment Center
Missouri
$230K +$230K +4,051 New
AWS
925
Aspen Wealth Strategies
Colorado
$228K -$176K -3,066 -43%
35 36
37
38 39