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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 %
BlackRock
1101
BlackRock
New York
$35 1 +1 New
DJSG
1102
D.J. St. Germain
Massachusetts
– – – –
AP
1103
Americana Partners
Texas
– – -506,922 Closed
GA
1104
Goldstein Advisors
Wisconsin
– – -360,395 Closed
IAIM
1105
International Assets Investment Management
Florida
– – -216,400 Closed
ASFA
1106
All Season Financial Advisors
Colorado
– – -97,344 Closed
MAS
1107
Meeder Advisory Services
Ohio
– – -73,046 Closed
BCM
1108
Beck Capital Management
Texas
– – -37,135 Closed
WANY
1109
Wealthspire Advisors (New York)
New York
– – -32,689 Closed
WAAG
1110
Wealth Alliance Advisory Group
Kansas
– – -24,730 Closed
ECA
1111
Elevated Capital Advisors
Utah
– – -22,465 Closed
OCG
1112
Opus Capital Group
Ohio
– – -19,258 Closed
CP
1113
Camelot Portfolios
Ohio
– – -15,437 Closed
GS
1114
GTS Securities
New York
– – -13,874 Closed
GA
1115
GFS Advisors
Texas
– – -13,651 Closed
GFA
1116
Gallagher Fiduciary Advisors
Illinois
– – -13,070 Closed
Bessemer Group
1117
Bessemer Group
New Jersey
– – -10,615 Closed
PFP
1118
Paragon Financial Partners
California
– – -8,312 Closed
GPW
1119
Gentry Private Wealth
Kansas
– – -8,077 Closed
TPWA
1120
TRUE Private Wealth Advisors
Oregon
– – -7,808 Closed
TWP
1121
Triad Wealth Partners
Kansas
– – -7,587 Closed
STA
1122
Summit Trail Advisors
New York
– – -7,375 Closed
EP
1123
Edgestream Partners
New Jersey
– – -6,617 Closed
3IP
1124
3Chopt Investment Partners
Virginia
– – -6,347 Closed
JSW
1125
Journey Strategic Wealth
New Jersey
– – -6,000 Closed
43 44
45
46 47