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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

1,100 hedge funds and large institutions have $16.3B invested in JPMorgan Equity Premium Income ETF in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 576 increasing their positions, 337 reducing their positions, and 66 closing their positions.

Holders
1,100
Holders Change
+27
Holders Change %
+2.52%
% of All Funds
15.91%
Holding in Top 10
124
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.33%
% of All Funds
1.79%
New
105
Increased
576
Reduced
337
Closed
66
Calls
$18.3M
Puts
$18.3M
Net Calls
+$5K
Net Calls Change
+$1.87M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.33B
2
Bank of America
2
Bank of America
North Carolina
$1.83B
3
Morgan Stanley
3
Morgan Stanley
New York
$2.35B
4
EFH
4
Eaton Financial Holdings
Florida
$51.2M
5
MW
5
Marks Wealth
Maryland
$29.3M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$109M
2
SFC
2
Strategic Financial Concepts
Texas
$1.68M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$378M
4
Franklin Resources
4
Franklin Resources
California
$60.7M
5
AUB
5
Atlantic Union Bankshares
Virginia
$8.11M
Name Market Value Shares Shares
Change 		Shares
Change %
PFS
76
Prospera Financial Services
Texas
$26.2M 440,590 +8,584 +2%
BPWM
77
Badgley Phelps Wealth Managers
Washington
$26M 437,682 +12,924 +3%
FSA
78
Financial Services Advisory
Maryland
$24.8M 417,043 +212,564 +104%
PP
79
Patten & Patten
Tennessee
$24.8M 417,037 +9,028 +2%
BFG
80
Bouchey Financial Group
New York
$24.5M 412,280 +8,644 +2%
JWCA
81
J.W. Cole Advisors
Florida
$24.4M 410,679 +13,899 +4%
Focus Partners Wealth
82
Focus Partners Wealth
Massachusetts
$23.6M 388,310 -58,394 -13%
IWC
83
Integrated Wealth Concepts
Massachusetts
$23.3M 390,985 +17,692 +5%
SWM
84
SK Wealth Management
Rhode Island
$22.8M 390,659 +390,659 New
KPWS
85
Kestra Private Wealth Services
Texas
$22.5M 378,899 +84,175 +29%
GL
86
Graypoint LLC
New York
$22.4M 375,839 -6,161 -2%
BPA
87
Beacon Pointe Advisors
California
$22M 369,734 +26,652 +8%
BRWA
88
B. Riley Wealth Advisors
Florida
$21.6M 363,901 -18,732 -5%
TFS
89
Thoroughbred Financial Services
Tennessee
$21.3M 357,853 +11,139 +3%
CFG
90
Cooper Financial Group
California
$21.1M 354,168 -13,788 -4%
SIC
91
Sterling Investment Counsel
New York
$20.9M 350,768 +15,301 +5%
CCA
92
Childress Capital Advisors
Texas
$20.5M 343,949 +16,754 +5%
Comerica Bank
93
Comerica Bank
Texas
$20.3M 341,096 +8,992 +3%
APP
94
Avantax Planning Partners
Iowa
$20.1M 337,719 -85,551 -20%
ACM
95
Advance Capital Management
Michigan
$20M 335,653 +16,329 +5%
PS
96
Principal Securities
Iowa
$19.9M 335,113 +74,603 +29%
SCM
97
Steele Capital Management
Iowa
$19.7M 331,562 +6,853 +2%
PWMAG
98
Pinnacle Wealth Management Advisory Group
New Jersey
$19.7M 331,376 +1,380 +0.4%
MBTD
99
Mechanics Bank - Trust Department
California
$19.5M 326,978 +25,252 +8%
WWM
100
Wagner Wealth Management
South Carolina
$19.3M 325,045 +5,983 +2%
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4
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