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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 %
LGG
976
Luts & Greenleigh Group
Maryland
$203K 3,409 +3,409 New
HCM
977
Hengehold Capital Management
Ohio
$203K 3,406 +3,406 New
NB
978
NBT Bank
New York
$199K 3,337 +2,645 +382%
CFD
979
Creative Financial Designs
Indiana
$198K 3,321 +567 +21%
BTI
980
Blue Trust Inc
Georgia
$191K 3,368 -10,341 -75%
PTC
981
Private Trust Company
Ohio
$185K 3,107 – –
EBA
982
Eagle Bay Advisors
New York
$184K 3,089 +274 +10%
RIA
983
Realta Investment Advisors
Delaware
$183K 3,057 -12,304 -80%
OSAM
984
O'Shaughnessy Asset Management
Connecticut
$177K 2,969 +2,840 +2,202%
DF
985
Dunhill Financial
United Kingdom
$175K 2,943 -86 -3%
BBPWM
986
Blue Bell Private Wealth Management
Pennsylvania
$171K 2,875 – –
PB
987
Pinnacle Bancorp
Nebraska
$167K 2,800 – –
SMA
988
Sage Mountain Advisors
Georgia
$162K 2,728 – –
APCM
989
Alaska Permanent Capital Management
Alaska
$160K 2,690 – –
ACA
990
Atlas Capital Advisors
Wyoming
$158K 2,662 -97 -4%
FGC
991
Financial Gravity Companies
Texas
$158K 2,661 +2,661 New
CJ
992
Caitlin John
Michigan
$157K 2,624 +76 +3%
BHWM
993
Beaird Harris Wealth Management
Texas
$154K 2,594 – –
WSC
994
Wellington Shields & Co
New York
$149K 2,500 – –
BFA
995
BBJS Financial Advisors
Washington
$144K 2,427 – –
RDIA
996
RE Dickinson Investment Advisors
Iowa
$140K 2,358 +2,286 +3,175%
ACM
997
Anfield Capital Management
California
$139K 2,329 – –
QCG
998
Quadrant Capital Group
Ohio
$135K 2,262 +762 +51%
TCOV
999
Trust Company of Vermont
Vermont
$131K 2,200 – –
WI
1000
Wintrust Investments
Illinois
$127K 2,133 -17,047 -89%
38 39
40
41 42