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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 %
UB
976
UMB Bank
Missouri
$63.4K 1,096 – –
IRC
977
Investors Research Corp
Georgia
$63.1K 1,091 +1,091 New
CG
978
Cutler Group
California
$63K 1,100 +1,100 New
VNA
979
Valley National Advisers
Pennsylvania
$61K 1,059 +321 +43%
First Manhattan
980
First Manhattan
New York
$60.8K 1,050 – –
HFS
981
Hantz Financial Services
Michigan
$60K 1,029 -349 -25%
AEPWM
982
Atlantic Edge Private Wealth Management
Florida
$57.9K 1,000 – –
BWL
983
Bogart Wealth LLC
Virginia
$56.7K 980 – –
NP
984
NorthRock Partners
Minnesota
$56.5K 976 -28 -3%
VWWMG
985
Vermillion & White Wealth Management Group
Pennsylvania
$56.4K 974 +974 New
EWP
986
Elevation Wealth Partners
California
$54.2K 937 +36 +4%
HNB
987
Huntington National Bank
Ohio
– – – –
CSC
988
Caldwell Sutter Capital
California
$49.6K 857 – –
National Bank of Canada
989
National Bank of Canada
Quebec, Canada
$46.8K 820 – –
WIM
990
Westside Investment Management
California
$45.9K 800 +200 +33%
PCM
991
Perritt Capital Management
Illinois
$44.5K 769 +14 +2%
RBC
992
Roble Belko & Company
Pennsylvania
$44K 763 – –
WTC
993
WhitTier Trust Company
Nevada
$41.4K 716 +367 +105%
FRA
994
Front Row Advisors
California
$40.8K 705 +320 +83%
RCM
995
Raleigh Capital Management
North Carolina
$40K 692 -434 -39%
NB
996
NBT Bank
New York
$40K 692 – –
POIA
997
Pin Oak Investment Advisors
Texas
$40K 699 +2 +0.3%
FFO
998
Fortitude Family Office
Arizona
$39.9K 690 -503 -42%
PCMC
999
Private Capital Management (Colorado)
Colorado
$38.5K 665 +105 +19%
BHWM
1000
Beaird Harris Wealth Management
Texas
$38.2K 660 +660 New
38 39
40
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