JEPI icon

JPMorgan Equity Premium Income ETF

1,241 hedge funds and large institutions have $24.7B invested in JPMorgan Equity Premium Income ETF in 2024 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 655 increasing their positions, 283 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,241
Holders Change
+141
Holders Change %
+12.82%
% of All Funds
16.52%
Holding in Top 10
140
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+12.9%
% of All Funds
1.86%
New
213
Increased
655
Reduced
283
Closed
50
Calls
$10.3M
Puts
$16.5M
Net Calls
-$6.19M
Net Calls Change
-$6.2M
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
926
Tanglewood Wealth Management
Texas
$405K
SI
927
SimpliFi Inc
California
$405K -$22.8K -396 -5%
FFA
928
Florida Financial Advisors
Florida
$404K +$142K +2,468 +54%
BJL
929
Brighton Jones LLC
Washington
$402K +$402K +6,995 New
FCA
930
Fortis Capital Advisors
Kansas
$402K +$28.4K +482 +8%
CA
931
CoreCap Advisors
Michigan
$399K +$64K +1,113 +19%
LBC
932
Leigh Baldwin & Co
New York
$398K +$398K +6,912 New
SA
933
Strategic Advisors
New York
$397K +$397K +6,900 New
LFA
934
Laraway Financial Advisors
Minnesota
$396K +$14.4K +250 +4%
FPCP
935
Fort Point Capital Partners
California
$394K +$50.7K +882 +15%
SP
936
Stablepoint Partners
Massachusetts
$390K -$11K -192 -3%
OPWM
937
Oregon Pacific Wealth Management
Oregon
$390K +$390K +6,775 New
1WM
938
1900 Wealth Management
Texas
$385K -$1.15K -20 -0.3%
SYBT
939
Stock Yards Bank & Trust
Kentucky
$385K
JWA
940
JFS Wealth Advisors
Pennsylvania
$381K +$24.7K +430 +7%
PPC
941
Park Place Capital
Alabama
$379K
OPCM
942
Osborne Partners Capital Management
California
$377K -$27.9K -485 -7%
XF
943
XML Financial
Maryland
$377K +$61.8K +1,075 +20%
CAP
944
Columbia Advisory Partners
Washington
$374K +$2.65K +46 +0.7%
SA
945
Sincerus Advisory
New York
$372K +$372K +6,467 New
WB
946
WesBanco Bank
West Virginia
$371K +$34.2K +594 +10%
EFG
947
Embree Financial Group
Illinois
$371K +$3.28K +57 +0.9%
HBW
948
Hazlett, Burt & Watson
West Virginia
$366K -$41.9K -730 -10%
TC
949
TAGStone Capital
North Carolina
$366K +$7.13K +123 +2%
JWWM
950
Johnson & White Wealth Management
Pennsylvania
$364K -$39.2K -681 -10%