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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 %
TCOV
976
Trust Company of Vermont
Vermont
$125K -$61.7K -1,088 -33%
VWWMG
977
Vermillion & White Wealth Management Group
Pennsylvania
$120K +$64.6K +1,140 +117%
FNWA
978
Financial Network Wealth Advisors
Utah
$118K +$118K +2,098 New
MIM
979
Macroview Investment Management
Maryland
$113K -$101K -1,780 -47%
Citadel Advisors
980
Citadel Advisors
Florida
$108K -$454K -8,018 -81%
HFS
981
HBC Financial Services
Washington
$107K -$74K -1,300 -41%
WWP
982
WR Wealth Planners
Missouri
$106K +$22.3K +394 +27%
NP
983
NorthRock Partners
Minnesota
$102K +$46.5K +821 +84%
FMII
984
Farmers & Merchants Investments Inc
Nebraska
$96.4K – – –
EWP
985
Elevation Wealth Partners
California
$93.9K +$40.8K +720 +77%
JWM
986
Janiczek Wealth Management
Colorado
$89K – – –
GEA
987
Glen Eagle Advisors
New Jersey
$88K -$120K -2,113 -58%
BCMLT
988
Beacon Capital Management LLC (Tennessee)
Tennessee
$87.2K +$87.2K +1,539 New
QCG
989
Quadrant Capital Group
Ohio
$85K – – –
GA
990
GFS Advisors
Texas
$83K +$83K +13,651 New
RWMG
991
Redwood Wealth Management Group
New Jersey
$76.5K +$76.5K +1,350 New
HWP
992
Highline Wealth Partners
California
$75.8K +$907 +16 +1%
PH
993
Pinnacle Holdings
Oklahoma
$75.4K +$7.09K +125 +10%
OIA
994
Optimum Investment Advisors
Illinois
$73.3K – – –
AWM
995
Atticus Wealth Management
Florida
$71K +$1.25K +22 +2%
GTAM
996
Global Trust Asset Management
Florida
$66.2K -$19.6K -345 -23%
CAM
997
Close Asset Management
United Kingdom
$65K – – –
UB
998
UMB Bank
Missouri
$62.1K – – –
HFS
999
Hantz Financial Services
Michigan
$58K +$56 +1 +0.1%
BWL
1000
Bogart Wealth LLC
Virginia
$57.8K +$2.27K +40 +4%
38 39
40
41 42