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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 %
BFS
1151
Burkett Financial Services
South Carolina
– – -748 Closed
SP
1152
SWS Partners
Ohio
– – -555 Closed
HWA
1153
HHM Wealth Advisors
Tennessee
– – -500 Closed
JFGIW
1154
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– – -394 Closed
TH
1155
TCTC Holdings
Texas
– – -269 Closed
LIA
1156
Lynx Investment Advisory
District of Columbia
– – -250 Closed
MG
1157
Mather Group
Illinois
– – -234 Closed
AAG
1158
Accordant Advisory Group
Maryland
– – -200 Closed
GGI
1159
Godsey & Gibb Inc
Virginia
– – -155 Closed
NRC
1160
New Republic Capital
North Carolina
– – -139 Closed
RCM
1161
Raleigh Capital Management
North Carolina
– – -69 Closed
AFWM
1162
Abich Financial Wealth Management
Virginia
– – -60 Closed
DIP
1163
DT Investment Partners
Pennsylvania
– – -32 Closed
CC
1164
Cypress Capital
Tennessee
– – -20 Closed
PCWA
1165
Pacific Capital Wealth Advisors
California
– – -10 Closed
SFA
1166
Semmax Financial Advisors
North Carolina
– – -6 Closed
SC
1167
Swan Capital
Florida
– – -2 Closed
TFF
1168
The Family Firm
Maryland
– – -2 Closed
S
1169
Syntrinsic
Colorado
– – – –
Point72 Asset Management
1170
Point72 Asset Management
Connecticut
– – – –
HT
1171
HAP Trading
New York
– – – –
Wolverine Trading
1172
Wolverine Trading
Illinois
– – – –
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