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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.

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
1
Cetera Investment Advisers
Illinois
$239M
2
GAA
2
Global Assets Advisory
Florida
$108M
3
Wells Fargo
3
Wells Fargo
California
$709M
4
UBS Group
4
UBS Group
Switzerland
$389M
5
ETC
5
Exchange Traded Concepts
Oklahoma
$55.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.15B
2
MAWA
2
Moss Adams Wealth Advisors
Washington
$3.38M
3
AWM
3
AE Wealth Management
Kansas
$11.7M
4
SAS
4
Sage Advisory Services
Texas
$794K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$63.1M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
951
BBJS Financial Advisors
Washington
$140K 2,427 -300 -11%
WAS
952
Winch Advisory Services
Wisconsin
$136K 2,356 +1,130 +92%
VAG
953
VisionPoint Advisory Group
Texas
$136K 2,349 +57 +2%
ACA
954
Atlas Capital Advisors
Wyoming
$135K 2,341 -652 -22%
HF
955
Halpern Financial
Virginia
$132K 2,320 +1,363 +142%
WIC
956
Woodmont Investment Counsel
Tennessee
$130K 2,254 +2,254 New
AAP
957
Arax Advisory Partners
Colorado
$127K 2,191 -107 -5%
VAMG
958
Voisard Asset Management Group
Michigan
$120K 2,080 -462 -18%
PCA
959
Providence Capital Advisors
North Carolina
$115K 1,996 +1,996 New
TPCW
960
TD Private Client Wealth
New York
$112K 1,931 +1,526 +377%
ST
961
Smithfield Trust
Pennsylvania
$110K 1,900 +1,900 New
CAM
962
Creekmur Asset Management
Illinois
$107K 1,849 -2,888 -61%
OSAM
963
O'Shaughnessy Asset Management
Connecticut
$104K 1,800 +1,750 +3,500%
FMII
964
Farmers & Merchants Investments Inc
Nebraska
$98.4K 1,700 – –
JWM
965
Janiczek Wealth Management
Colorado
$90.8K 1,570 +9 +0.6%
GTAM
966
Global Trust Asset Management
Florida
$87.5K 1,513 +900 +147%
QCG
967
Quadrant Capital Group
Ohio
$86.8K 1,500 – –
WWP
968
WR Wealth Planners
Missouri
$85.7K 1,482 +1,482 New
SFC
969
SYM Financial Corp
Indiana
$78.5K 1,356 -3,923 -74%
SIC
970
Salem Investment Counselors
North Carolina
$77.6K 1,342 +200 +18%
HWP
971
Highline Wealth Partners
California
$76.5K 1,322 +222 +20%
OIA
972
Optimum Investment Advisors
Illinois
$74.9K 1,294 +994 +331%
AWM
973
Atticus Wealth Management
Florida
$71.2K 1,231 +23 +2%
PH
974
Pinnacle Holdings
Oklahoma
$69.7K 1,205 +1,205 New
CAM
975
Close Asset Management
United Kingdom
$66K 1,145 – –
37 38
39
40 41