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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 %
JLBC
926
J.L. Bainbridge & Co
Florida
$228K -$2.72K -48 -1%
EWA
927
Exencial Wealth Advisors
Oklahoma
$227K -$45.3K -800 -17%
VAG
928
VisionPoint Advisory Group
Texas
$226K +$92.7K +1,635 +70%
GLR
929
Great Lakes Retirement
Ohio
$225K +$225K +3,961 New
HFS
930
Heritage Financial Services
Massachusetts
$224K +$224K +3,960 New
WFG
931
Wills Financial Group
Virginia
$224K +$11.3K +200 +5%
ACM
932
Avalon Capital Management
California
$222K -$24.9K -440 -10%
RCAG
933
Rehmann Capital Advisory Group
Michigan
$221K +$221K +3,907 New
FFG
934
Fiduciary Financial Group
California
$221K +$221K +3,864 New
TNBTD
935
Trustmark National Bank Trust Department
Mississippi
$215K +$215K +3,787 New
CPA
936
Clear Point Advisors
New York
$212K +$2.21K +39 +1%
TIA
937
Tiemann Investment Advisors
California
$211K – – –
BFP
938
Beacon Financial Planning
Massachusetts
$210K +$3.8K +67 +2%
CL
939
Cabana LLC
Arkansas
$210K -$1.21M -21,347 -85%
WH
940
Willner & Heller
California
$209K +$209K +3,684 New
GCM
941
Gallacher Capital Management
Colorado
$208K -$928K -16,379 -82%
FCA
942
FLC Capital Advisors
California
$208K +$208K +3,672 New
EFN
943
Equita Financial Network
Pennsylvania
$208K +$208K +3,665 New
NF
944
Nvest Financial
New Hampshire
$206K +$206K +3,637 New
SW
945
Solidarity Wealth
Utah
$205K -$44.9K -792 -18%
CFG
946
Clayton Financial Group
Missouri
$205K – – –
YWS
947
Yarger Wealth Strategies
Ohio
$205K +$205K +3,615 New
FF
948
Fluent Financial
Texas
$205K -$48.5K -855 -19%
LWMNY
949
Landmark Wealth Management (New York)
New York
$204K +$204K +3,598 New
CA
950
CGN Advisors
Kansas
$204K +$204K +3,597 New
36 37
38
39 40