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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

1,073 hedge funds and large institutions have $14.9B invested in JPMorgan Equity Premium Income ETF in 2024 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 581 increasing their positions, 298 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,073
Holders Change
+30
Holders Change %
+2.88%
% of All Funds
15.61%
Holding in Top 10
120
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-15.49%
% of All Funds
1.75%
New
116
Increased
581
Reduced
298
Closed
66
Calls
$16.1M
Puts
$17.9M
Net Calls
-$1.87M
Net Calls Change
+$3.66M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.6B
2
HighTower Advisors
2
HighTower Advisors
Illinois
$198M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.16B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$403M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$98.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.07B
2
GAA
2
Global Assets Advisory
Florida
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$299M
4
ETC
4
Exchange Traded Concepts
Oklahoma
$5.2M
5
MW
5
Marks Wealth
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DJSG
1076
D.J. St. Germain
Massachusetts
$27 -$27 – –
GAA
1077
Global Assets Advisory
Florida
– -$108M -6,165,296 Closed
MW
1078
Marks Wealth
Maryland
– -$41.9M -724,421 Closed
HWAM
1079
Hennion & Walsh Asset Management
New Jersey
– -$35.6M -614,703 Closed
BC
1080
Bricktown Capital
Michigan
– -$27.8M -479,655 Closed
Balyasny Asset Management
1081
Balyasny Asset Management
Illinois
– -$21M -362,243 Closed
HIC
1082
Hartline Investment Corp
Illinois
– -$12.3M -212,033 Closed
LNC
1083
Lincoln National Corp
Pennsylvania
– -$11.6M -200,490 Closed
HWA
1084
Hilltop Wealth Advisors
North Carolina
– -$10.9M -188,125 Closed
Renaissance Technologies
1085
Renaissance Technologies
New York
– -$8.02M -138,538 Closed
HCM
1086
Howard Capital Management
Georgia
– -$7.66M -132,383 Closed
FFG
1087
Foundry Financial Group
New Hampshire
– -$6.06M -104,671 Closed
SAW
1088
Signal Advisors Wealth
Michigan
– -$6.05M -104,556 Closed
Toronto Dominion Bank
1089
Toronto Dominion Bank
Ontario, Canada
– -$5.79M -100,000 Closed
MW
1090
MBL Wealth
North Carolina
– -$5.55M -95,870 Closed
AGA
1091
Accuvest Global Advisors
Utah
– -$3.58M -61,936 Closed
Millennium Management
1092
Millennium Management
New York
– -$2.96M -51,165 Closed
ACM
1093
Ategra Capital Management
Virginia
– -$2.72M -47,022 Closed
WM
1094
Whitford Management
New York
– -$2.41M -41,624 Closed
SP
1095
Sequent Planning
Nebraska
– -$1.59M -27,476 Closed
CP
1096
Coho Partners
Pennsylvania
– -$748K -12,930 Closed
FAIM
1097
Financial Advocates Investment Management
Washington
– -$878K -12,522 Closed
PWPS
1098
Pinnacle Wealth Planning Services
Ohio
– -$689K -11,905 Closed
MAM
1099
Meeder Asset Management
Ohio
– -$630K -10,884 Closed
VCM
1100
Virtue Capital Management
Tennessee
– -$507K -8,988 Closed
42 43
44
45 46