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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 %
FPAS
1101
Focus Partners Advisor Solutions
Missouri
– -$503K -8,691 Closed
SWM
1102
Stockman Wealth Management
Montana
– -$483K -8,346 Closed
OFS
1103
OneAscent Financial Services
Alabama
– -$473K -8,172 Closed
CBFP
1104
Cedar Brook Financial Partners
Ohio
– -$468K -8,090 Closed
RPSA
1105
Richard P. Slaughter Associates
Texas
– -$464K -8,019 Closed
WA
1106
WESPAC Advisors
California
– -$436K -7,544 Closed
TWP
1107
Tempus Wealth Planning
California
– -$433K -7,481 Closed
CCG
1108
Capital CS Group
California
– -$302K -5,220 Closed
CAP
1109
Columbia Advisory Partners
Washington
– -$265K -4,583 Closed
SFG
1110
Seamount Financial Group
Colorado
– -$264K -4,563 Closed
SPA
1111
Sentinel Pension Advisors
Massachusetts
– -$255K -4,414 Closed
ACM
1112
Academy Capital Management
Texas
– -$255K -4,411 Closed
M&T Bank
1113
M&T Bank
New York
– -$247K -4,271 Closed
VC
1114
Veracity Capital
Georgia
– -$243K -4,197 Closed
BBI
1115
Baxter Bros Inc
Connecticut
– -$240K -4,142 Closed
MSRI
1116
Michael S. Ryan Inc
New York
– -$231K -4,000 Closed
BTWM
1117
Baker Tilly Wealth Management
Wisconsin
– -$229K -3,950 Closed
SAM
1118
Seelaus Asset Management
New Jersey
– -$220K -3,800 Closed
CWM
1119
Congress Wealth Management
Massachusetts
– -$220K -3,799 Closed
NL
1120
Navalign LLC
California
– -$205K -3,550 Closed
BCM
1121
BluePath Capital Management
Georgia
– -$204K -3,523 Closed
DI
1122
Disciplined Investments
Oklahoma
– -$203K -3,500 Closed
DA
1123
DCM Advisors
New York
– -$202K -3,495 Closed
LTI
1124
Laffer Tengler Investments
Tennessee
– -$170K -2,933 Closed
CWA
1125
Core Wealth Advisors
Florida
– -$146K -2,518 Closed
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