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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.

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
1
Bank of America
North Carolina
$1.6B
2
HighTower Advisors
2
HighTower Advisors
Illinois
$198M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.16B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$403M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$98.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.07B
2
GAA
2
Global Assets Advisory
Florida
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$299M
4
ETC
4
Exchange Traded Concepts
Oklahoma
$5.2M
5
MW
5
Marks Wealth
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HAS
76
HBW Advisory Services
California
$25M +$242K +4,266 +1%
PFS
77
Prospera Financial Services
Texas
$24.5M -$652K -11,496 -3%
BPWM
78
Badgley Phelps Wealth Managers
Washington
$24.1M +$592K +10,440 +3%
APP
79
Avantax Planning Partners
Iowa
$24M +$7.8M +137,698 +48%
PP
80
Patten & Patten
Tennessee
$23.1M +$371K +6,546 +2%
BFG
81
Bouchey Financial Group
New York
$22.9M +$485K +8,550 +2%
MFG
82
Magnus Financial Group
New York
$22.6M -$11.2M -197,773 -33%
JWCA
83
J.W. Cole Advisors
Florida
$22.5M -$11K -194 -0%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$22.4M -$529K -9,319 -2%
EPA
85
Element Pointe Advisors
Florida
$21.8M +$495K +8,731 +2%
BRWA
86
B. Riley Wealth Advisors
Florida
$21.7M -$4.08M -71,996 -16%
GL
87
Graypoint LLC
New York
$21.7M +$500K +8,830 +2%
USCWA
88
U.S. Capital Wealth Advisors
Texas
$21.2M +$645K +11,382 +3%
IWC
89
Integrated Wealth Concepts
Massachusetts
$21.2M -$3.67M -64,686 -15%
NYLIM
90
New York Life Investment Management
New York
$21.1M -$6.82M -120,342 -24%
CFG
91
Cooper Financial Group
California
$20.9M +$1.56M +27,488 +8%
GA
92
Goldstein Advisors
Wisconsin
$20.4M +$716K +12,629 +4%
TFS
93
Thoroughbred Financial Services
Tennessee
$19.7M +$1.54M +27,172 +9%
EA
94
Ergawealth Advisors
Illinois
$19.5M -$4.8M -84,767 -20%
BPA
95
Beacon Pointe Advisors
California
$19.4M +$1.38M +24,308 +8%
HB
96
HTLF Bank
Colorado
$19.4M +$255K +4,501 +1%
SIC
97
Sterling Investment Counsel
New York
$19M +$18.7M +330,554 +6,728%
Comerica Bank
98
Comerica Bank
Texas
$18.8M +$2.25M +39,611 +14%
PWMAG
99
Pinnacle Wealth Management Advisory Group
New Jersey
$18.7M +$255K +4,502 +1%
CCA
100
Childress Capital Advisors
Texas
$18.5M +$189K +3,338 +1%
2 3
4
5 6