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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 %
D.E. Shaw & Co
1076
D.E. Shaw & Co
New York
– – -6,223 Closed
QWP
1077
Quotient Wealth Partners
Texas
– – -5,373 Closed
EAM
1078
Empirical Asset Management
Massachusetts
– – -5,363 Closed
TSS
1079
Two Sigma Securities
New York
– – -5,211 Closed
SC
1080
Sapient Capital
Indiana
– – -5,175 Closed
CB
1081
Commerce Bank
Missouri
– – -5,009 Closed
GHA
1082
Granite Harbor Advisors
Texas
– – -4,712 Closed
BCG
1083
Breakwater Capital Group
New Jersey
– – -4,679 Closed
EC
1084
Elequin Capital
New York
– – -4,309 Closed
TNBTD
1085
Trustmark National Bank Trust Department
Mississippi
– – -4,287 Closed
EFA
1086
Evernest Financial Advisors
Indiana
– – -4,080 Closed
Wolverine Trading
1087
Wolverine Trading
Illinois
– – -3,837 Closed
FTUS
1088
Flow Traders U.S.
New York
– – -3,803 Closed
SEEDPG
1089
S.E.E.D. Planning Group
New York
– – -3,800 Closed
FSI
1090
Flow State Investments
Illinois
– – -3,786 Closed
RCM
1091
Richardson Capital Management
Wisconsin
– – -2,000 Closed
RAG
1092
RIA Advisory Group
Iowa
– – -1,806 Closed
LIWM
1093
Long Island Wealth Management
New York
– – -1,308 Closed
TCM
1094
TD Capital Management
Tennessee
– – -1,155 Closed
TRCT
1095
Tower Research Capital (TRC)
New York
– – -1,108 Closed
FFA
1096
Frazier Financial Advisors
Ohio
– – -1,027 Closed
DPW
1097
DiNuzzo Private Wealth
Pennsylvania
– – -861 Closed
CA
1098
Centerpoint Advisors
Massachusetts
– – -850 Closed
ODG
1099
O'Dell Group
Ohio
– – -492 Closed
HWM
1100
HighMark Wealth Management
Minnesota
– – -403 Closed
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