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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 %
SAM
951
SP Asset Management
California
$203K +$203K +3,582 New
CIA
952
Choate Investment Advisors
Massachusetts
$203K – – –
AA
953
Advisory Alpha
Michigan
$202K -$13.7K -242 -6%
CAMV
954
Concord Asset Management (Virginia)
Virginia
$200K +$200K +3,530 New
FP
955
Financial Perspectives
Minnesota
$195K +$3.17K +56 +2%
AWA
956
Alaska Wealth Advisors
Alaska
$190K -$1.53K -27 -0.8%
PTC
957
Private Trust Company
Ohio
$176K – – –
DF
958
Dunhill Financial
United Kingdom
$172K -$4.53K -80 -3%
BBPWM
959
Blue Bell Private Wealth Management
Pennsylvania
$163K – – –
CB
960
Chris Bulman
California
$163K +$163K +2,874 New
EBA
961
Eagle Bay Advisors
New York
$160K -$81.3K -1,434 -34%
PB
962
Pinnacle Bancorp
Nebraska
$159K – – –
ACA
963
Atlas Capital Advisors
Wyoming
$156K +$23.7K +418 +18%
CFD
964
Creative Financial Designs
Indiana
$156K +$2.61K +46 +2%
SMA
965
Sage Mountain Advisors
Georgia
$155K – – –
APCM
966
Alaska Permanent Capital Management
Alaska
$152K – – –
OWA
967
Opal Wealth Advisors
New York
$152K +$152K +2,673 New
BHWM
968
Beaird Harris Wealth Management
Texas
$147K +$110K +1,934 +293%
CJ
969
Caitlin John
Michigan
$144K +$1.81K +32 +1%
WSC
970
Wellington Shields & Co
New York
$142K – – –
BFA
971
BBJS Financial Advisors
Washington
$138K – – –
TPCW
972
TD Private Client Wealth
New York
$137K +$27.8K +491 +25%
ACM
973
Anfield Capital Management
California
$132K +$132K +2,329 New
HPC
974
HM Payson & Co
Maine
$132K +$98.4K +1,736 +295%
AAP
975
Arax Advisory Partners
Colorado
$125K +$907 +16 +0.7%
37 38
39
40 41