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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 %
PCMC
1026
Planning Capital Management Corporation
Pennsylvania
$5.84K 101 +101 New
MLA
1027
MB, Levis & Associates
Pennsylvania
$5.79K 100 – –
FMP
1028
Financial Management Professionals
Texas
$5K 87 -33 -28%
MTIC
1029
Missouri Trust & Investment Company
Missouri
$4.98K 86 – –
ANBT
1030
American National Bank & Trust
Texas
$2.89K 50 – –
GJIA
1031
Glass Jacobson Investment Advisors
Maryland
$2.89K 50 – –
SWA
1032
SOA Wealth Advisors
New York
$2.43K 42 +42 New
PO
1033
Private Ocean
California
$2.21K 38 +1 +3%
GAG
1034
Goodman Advisory Group
Massachusetts
$1.91K 33 +33 New
PMFA
1035
Plante Moran Financial Advisors
Michigan
$1.91K 33 +33 New
AP
1036
Aspect Partners
Virginia
$1.74K 30 +10 +50%
AWM
1037
Aspire Wealth Management
Massachusetts
$1.74K 30 +30 New
AWM
1038
Abound Wealth Management
Tennessee
$1.51K 26 -29 -53%
HCA
1039
Heck Capital Advisors
Wisconsin
$1.33K 23 – –
JFA
1040
JNBA Financial Advisors
Minnesota
$1.22K 21 +21 New
Russell Investments Group
1041
Russell Investments Group
United Kingdom
$926 16 +16 New
MG
1042
Mather Group
Illinois
$550 10 +10 New
SFA
1043
Semmax Financial Advisors
North Carolina
$314 5 -209 -98%
MWA
1044
Miller Wealth Advisors
Colorado
$174 3 – –
IPW
1045
Impact Partnership Wealth
Georgia
$56 1 – –
DJSG
1046
D.J. St. Germain
Massachusetts
– – – –
KA
1047
Kozak & Associates
Colorado
– – -42 Closed
BC
1048
Belmont Capital
California
– – -9,520 Closed
HCM
1049
Hudson Capital Management
New Jersey
– – -214,012 Closed
FNA
1050
First National Advisers
Nebraska
– – -152,329 Closed
40 41
42
43 44