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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

1,100 hedge funds and large institutions have $16.3B invested in JPMorgan Equity Premium Income ETF in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 576 increasing their positions, 337 reducing their positions, and 66 closing their positions.

Holders
1,100
Holders Change
+27
Holders Change %
+2.52%
% of All Funds
15.91%
Holding in Top 10
124
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.33%
% of All Funds
1.79%
New
105
Increased
576
Reduced
337
Closed
66
Calls
$18.3M
Puts
$18.3M
Net Calls
+$5K
Net Calls Change
+$1.87M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.33B
2
Bank of America
2
Bank of America
North Carolina
$1.83B
3
Morgan Stanley
3
Morgan Stanley
New York
$2.35B
4
EFH
4
Eaton Financial Holdings
Florida
$51.2M
5
MW
5
Marks Wealth
Maryland
$29.3M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$109M
2
SFC
2
Strategic Financial Concepts
Texas
$1.68M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$378M
4
Franklin Resources
4
Franklin Resources
California
$60.7M
5
AUB
5
Atlantic Union Bankshares
Virginia
$8.11M
Name Market Value Shares Shares
Change 		Shares
Change %
GSEP
1076
Golden State Equity Partners
California
$10.2K 171 -53,853 -100%
BBHC
1077
Brown Brothers Harriman & Co
New York
$9.34K 157 +157 New
SRCM
1078
Signature Resources Capital Management
California
$8.93K 150 – –
FCT
1079
First Community Trust
Iowa
$8.69K 146 – –
Fidelity Investments
1080
Fidelity Investments
Massachusetts
$8.09K 136 -2 -1%
Jones Financial Companies
1081
Jones Financial Companies
Missouri
$7.6K 128 +128 New
POIA
1082
Pin Oak Investment Advisors
Texas
$6K 113 -628 -85%
HGERS
1083
Householder Group Estate & Retirement Specialist
Arizona
$6K 115 +15 +15%
MLA
1084
MB, Levis & Associates
Pennsylvania
$5.95K 100 – –
CWM
1085
Cranbrook Wealth Management
Michigan
$5.42K 91 +91 New
CPA
1086
Capital Performance Advisors
California
$5.31K 89 +89 New
MTIC
1087
Missouri Trust & Investment Company
Missouri
$5.12K 86 – –
HGA
1088
Hobbs Group Advisors
South Carolina
$4.76K 80 – –
AWM
1089
Abound Wealth Management
Tennessee
$4.58K 77 +77 New
CSB
1090
City State Bank
Iowa
$4.46K 75 – –
ABWM
1091
Alpine Bank Wealth Management
Colorado
$4.34K 73 +73 New
LIA
1092
Luken Investment Analytics
Tennessee
$3.33K 56 -148,783 -100%
GJIA
1093
Glass Jacobson Investment Advisors
Maryland
$2.98K 50 – –
AP
1094
Aspect Partners
Virginia
$2.98K 50 – –
SIS
1095
Strategic Investment Solutions
Illinois
$2.23K 37 +37 New
JFA
1096
JNBA Financial Advisors
Minnesota
$1.58K 27 +4 +17%
B
1097
Birchbrook
Maine
$1.5K 25 +25 New
HI
1098
Horizon Investments
North Carolina
$1.12K 19 +19 New
CAM
1099
Creekmur Asset Management
Illinois
$403 7 -43 -86%
MWA
1100
Miller Wealth Advisors
Colorado
$180 3 – –
42 43
44
45 46