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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

1,241 hedge funds and large institutions have $24.7B invested in JPMorgan Equity Premium Income ETF in 2024 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 655 increasing their positions, 283 reducing their positions, and 50 closing their positions.

Holders
1,241
Holders Change
+141
Holders Change %
+12.82%
% of All Funds
16.53%
Holding in Top 10
140
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+12.9%
% of All Funds
1.86%
New
213
Increased
655
Reduced
283
Closed
50
Calls
$10.3M
Puts
$16.5M
Net Calls
-$6.19M
Net Calls Change
-$6.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.39B
2
Wells Fargo
2
Wells Fargo
California
$837M
3
Jane Street
3
Jane Street
New York
$48.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$423M
5
QC
5
Quadrature Capital
United Kingdom
$37.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.19B
2
GI
2
Gradient Investments
Minnesota
$0
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$7.69B
4
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$0
5
MW
5
Marks Wealth
Maryland
$410K
Name Market Value Shares Shares
Change 		Shares
Change %
SW
1001
Solidarity Wealth
Utah
$294K 5,016 +420 +9%
DFA
1002
Davies Financial Advisors
California
$294K 5,106 – –
RAS
1003
RPS Advisory Solutions
Kentucky
$292K 5,079 +381 +8%
STA
1004
Smith Thornton Advisors
Alabama
$292K 5,071 +115 +2%
CCC
1005
Chelsea Counsel Company
California
$288K 4,980 – –
BAM
1006
BOS Asset Management
Illinois
$287K 4,982 +170 +4%
APWM
1007
Anchor Pointe Wealth Management
Missouri
$283K 4,880 +4,880 New
SWA
1008
Strategies Wealth Advisors
Michigan
$281K 4,750 +150 +3%
WH
1009
Willner & Heller
California
$280K 4,860 +1,256 +35%
RWB
1010
RMR Wealth Builders
New Jersey
$277K 4,811 +4,811 New
BOC
1011
Blue Oak Capital
California
$276K 4,759 +4,759 New
FFG
1012
Fortress Financial Group
Minnesota
$275K 4,780 +4,780 New
KWM
1013
Koa Wealth Management
California
$274K 4,761 -4,329 -48%
LMKC
1014
L.M. Kohn & Company
Ohio
$273K 4,750 +345 +8%
RWP
1015
Reliant Wealth Planning
Kentucky
$271K 4,713 – –
SWRP
1016
Summit Wealth & Retirement Planning
California
$271K 4,710 +832 +21%
I2I
1017
Insight 2811 Inc
Illinois
$268K 4,660 – –
MWG
1018
Martin Worley Group
Utah
$267K 4,640 +4,640 New
HI
1019
Hudock Inc
Pennsylvania
$266K 4,630 +22 +0.5%
MHWM
1020
Montz Harcus Wealth Management
Louisiana
$265K 4,605 +4,605 New
RWM
1021
RBA Wealth Management
California
$265K 4,603 +37 +0.8%
MWP
1022
Meriwether Wealth & Planning
Louisiana
$265K 4,602 +4,602 New
TPW
1023
Talon Private Wealth
Florida
$264K 4,592 +217 +5%
APA
1024
Astoria Portfolio Advisors
New York
$264K 4,583 -1,707 -27%
RIA
1025
Realta Investment Advisors
Delaware
$263K 4,532 +1,475 +48%
39 40
41
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