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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 %
WWM
1051
Western Wealth Management
Colorado
– – -85,369 Closed
MFP
1052
Meridian Financial Partners
Virginia
– – -75,046 Closed
OPOWM
1053
One Plus One Wealth Management
Florida
– – -52,520 Closed
AC
1054
AlphaCore Capital
California
– – -50,576 Closed
LCWP
1055
Legacy Capital Wealth Partners
Arkansas
– – -38,772 Closed
OMC
1056
Old Mission Capital
Illinois
– – -36,427 Closed
ECM
1057
Evergreen Capital Management
Washington
– – -32,236 Closed
XSC
1058
X-Square Capital
Puerto Rico
– – -27,519 Closed
AR
1059
Apeiron RIA
Texas
– – -26,447 Closed
NWM
1060
Napa Wealth Management
California
– – -22,814 Closed
BA
1061
Brightwater Advisory
Florida
– – -22,797 Closed
MWM
1062
Meridian Wealth Management
Kentucky
– – -19,314 Closed
OP
1063
ORG Partners
Indiana
– – -18,067 Closed
Goldman Sachs
1064
Goldman Sachs
New York
– – -18,063 Closed
WSTAM
1065
Wilbanks Smith & Thomas Asset Management
Virginia
– – -17,804 Closed
MWA
1066
MN Wealth Advisors
Kansas
– – -14,010 Closed
SWM
1067
Scissortail Wealth Management
Oklahoma
– – -13,968 Closed
LFGO
1068
Legacy Financial Group (Oklahoma)
Oklahoma
– – -13,575 Closed
MWM
1069
MBE Wealth Management
Wisconsin
– – -10,686 Closed
CWM
1070
Curi Wealth Management
North Carolina
– – -9,090 Closed
SG
1071
StoneX Group
New York
– – -8,589 Closed
FWCM
1072
Ferguson Wellman Capital Management
Oregon
– – -7,811 Closed
FIC
1073
Family Investment Center
Missouri
– – -7,677 Closed
EL
1074
EMFO LLC
Florida
– – -6,500 Closed
3IP
1075
3Chopt Investment Partners
Virginia
– – -6,340 Closed
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