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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 %
4WM
76
49 Wealth Management
Texas
$27M 471,577 -3,156 -0.7%
SI
77
Stephens Inc
Arkansas
$26.6M 459,834 +24,113 +6%
SF
78
Synovus Financial
Georgia
$26.2M 453,172 +49,963 +12%
CF
79
Corrigan Financial
Rhode Island
$25.8M 446,508 +6,590 +1%
PFS
80
Prospera Financial Services
Texas
$25.7M 443,502 +61,469 +16%
TWM
81
Tradition Wealth Management
Minnesota
$25.4M 439,354 +19,712 +5%
IWC
82
Integrated Wealth Concepts
Massachusetts
$25.3M 437,979 -4,669 -1%
GWANC
83
Guardian Wealth Advisors (North Carolina)
North Carolina
$25.3M 437,343 +43,557 +11%
PCG
84
Prosperity Consulting Group
Maryland
$24.8M 428,819 +153,181 +56%
EA
85
Ergawealth Advisors
Illinois
$24.8M 428,207 -63,564 -13%
BRWA
86
B. Riley Wealth Advisors
Florida
$24.3M 454,629 +47,114 +12%
IAN
87
Integrated Advisors Network
Texas
$24.3M 419,943 +57,612 +16%
HAS
88
HBW Advisory Services
California
$24M 436,522 – –
BPWM
89
Badgley Phelps Wealth Managers
Washington
$24M 414,318 +414,318 New
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$23.4M 404,460 +352,488 +678%
PP
91
Patten & Patten
Tennessee
$23.2M 401,463 +26,869 +7%
JWCA
92
J.W. Cole Advisors
Florida
$23M 396,974 +26,234 +7%
HIP
93
HUB Investment Partners
Texas
$22.9M 395,465 +53,395 +16%
BFG
94
Bouchey Financial Group
New York
$22.9M 395,086 +16,676 +4%
EPA
95
Element Pointe Advisors
Florida
$21.7M 375,400 +26,114 +7%
GL
96
Graypoint LLC
New York
$21.6M 373,170 -64,789 -15%
DIM
97
Delta Investment Management
California
$21M 363,045 -8,585 -2%
Balyasny Asset Management
98
Balyasny Asset Management
Illinois
$21M 362,243 +310,905 +606%
USCWA
99
U.S. Capital Wealth Advisors
Texas
$20.9M 362,047 +112,602 +45%
FFA
100
Fragasso Financial Advisors
Pennsylvania
$20.7M 358,415 +8,803 +3%
2 3
4
5 6