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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 %
WIC
1126
Woodmont Investment Counsel
Tennessee
– – -5,950 Closed
BJL
1127
Brighton Jones LLC
Washington
– – -5,805 Closed
Legacy Financial Group (Iowa)
1128
Legacy Financial Group (Iowa)
Iowa
– – -5,804 Closed
Qube Research & Technologies (QRT)
1129
Qube Research & Technologies (QRT)
United Kingdom
– – -5,798 Closed
E3F
1130
Eight 31 Financial
Texas
– – -5,700 Closed
DC
1131
Defender Capital
North Carolina
– – -5,625 Closed
LAM
1132
LifePro Asset Management
California
– – -5,487 Closed
PHWM
1133
Pine Harbor Wealth Management
Maryland
– – -5,411 Closed
FA
1134
FDx Advisors
Illinois
– – -5,275 Closed
FG
1135
Fairman Group
Pennsylvania
– – -5,100 Closed
LSIA
1136
LaSalle St. Investment Advisors
Illinois
– – -4,638 Closed
FA
1137
Fiduciary Alliance
South Carolina
– – -4,538 Closed
KWS
1138
Keystone Wealth Services
California
– – -4,484 Closed
SAI
1139
Savvy Advisors Inc
New York
– – -4,352 Closed
HFS
1140
Heritage Financial Services
Massachusetts
– – -3,960 Closed
ACM
1141
Avalon Capital Management
California
– – -3,920 Closed
BFP
1142
Beacon Financial Planning
Massachusetts
– – -3,711 Closed
CL
1143
Cabana LLC
Arkansas
– – -3,705 Closed
EFN
1144
Equita Financial Network
Pennsylvania
– – -3,665 Closed
AA
1145
Advisory Alpha
Michigan
– – -3,563 Closed
CFG
1146
Clayton Financial Group
Missouri
– – -3,542 Closed
OWA
1147
Opal Wealth Advisors
New York
– – -2,673 Closed
MIM
1148
Macroview Investment Management
Maryland
– – -2,000 Closed
RWMG
1149
Redwood Wealth Management Group
New Jersey
– – -1,350 Closed
PH
1150
Pinnacle Holdings
Oklahoma
– – -1,330 Closed
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