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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
Raymond James Financial
1
Raymond James Financial
Florida
$322M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.39B
3
Wells Fargo
3
Wells Fargo
California
$837M
4
CSP
4
Cary Street Partners
Virginia
$53.5M
5
Jane Street
5
Jane Street
New York
$48.3M

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 %
SPA
1051
Sentinel Pension Advisors
Massachusetts
$235K 4,084 +543 +15%
FFG
1052
Fortem Financial Group
California
$235K 4,082 – –
FA
1053
Fiduciary Alliance
South Carolina
$235K 4,079 +4,079 New
CB
1054
Chris Bulman
California
$233K 4,049 +6 +0.1%
FFM
1055
Forum Financial Management
Illinois
$231K 4,008 +4,008 New
FBT
1056
First Bankers Trust
Kentucky
$230K 4,000 -350 -8%
UWP
1057
Uniting Wealth Partners
Kansas
$230K 4,000 +4,000 New
GLR
1058
Great Lakes Retirement
Ohio
$229K 3,961 – –
FIC
1059
Family Investment Center
Missouri
$229K 3,982 -68 -2%
DCM
1060
Dudley Capital Management
Virginia
$228K 3,965 +3,965 New
VFA
1061
Valeo Financial Advisors
Indiana
$227K 3,952 +99 +3%
EWA
1062
Exencial Wealth Advisors
Oklahoma
$225K 3,907 – –
WCA
1063
Westover Capital Advisors
Delaware
$224K 3,897 -4,035 -51%
CA
1064
Calton & Associates
Florida
$222K 3,857 -57,418 -94%
DWT
1065
Dorsey & Whitney Trust
South Dakota
$222K 3,855 +3,855 New
FAG
1066
Fortitude Advisory Group
Washington
$222K 3,851 – –
LWMNY
1067
Landmark Wealth Management (New York)
New York
$221K 3,833 +185 +5%
FFG
1068
Fiduciary Financial Group
California
$220K 3,864 – –
ESB
1069
Essex Savings Bank
Connecticut
$219K 3,809 +3,809 New
CPIA
1070
Cornell Pochily Investment Advisors
New York
$219K 3,808 +3,808 New
SF
1071
Schaeffer Financial
Maryland
$218K 3,792 +3,792 New
SAS
1072
Sage Advisory Services
Texas
$218K 3,784 -6,175 -62%
TNBTD
1073
Trustmark National Bank Trust Department
Mississippi
$218K 3,787 – –
WAM
1074
Weatherly Asset Management
California
$216K 3,730 -2,600 -41%
RWM
1075
Riverchase Wealth Management
Texas
$216K 3,748 +3,748 New
41 42
43
44 45