JEPI icon

JPMorgan Equity Premium Income ETF

1,241 hedge funds and large institutions have $24.7B invested in JPMorgan Equity Premium Income ETF in 2024 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 655 increasing their positions, 283 reducing their positions, and 50 closing their positions.

Holders
1,241
Holders Change
+141
Holders Change %
+12.82%
% of All Funds
16.53%
Holding in Top 10
140
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+12.9%
% of All Funds
1.86%
New
213
Increased
655
Reduced
283
Closed
50
Calls
$10.3M
Puts
$16.5M
Net Calls
-$6.19M
Net Calls Change
-$6.2M
Name Market Value Shares Shares
Change
Shares
Change %
MSFP
1201
Mark Sheptoff Financial Planning
Connecticut
$16.1K 280
RPCA
1202
Running Point Capital Advisors
California
$15.9K 276 -362 -57%
CWC
1203
Carolinas Wealth Consulting
North Carolina
$15.7K 271
RMP
1204
Richards, Merrill & Peterson
Washington
$14.4K 250 +250 New
1IA
1205
1620 Investment Advisors
Massachusetts
$14.4K 250 +250 New
AT
1206
Arlington Trust
Alabama
$14.4K 250 +250 New
GJIA
1207
Glass Jacobson Investment Advisors
Maryland
$13.5K 234 +184 +368%
VWA
1208
VSM Wealth Advisory
Maryland
$12.7K 220 +220 New
FDCDDQ
1209
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.5K 200
SFC
1210
SYM Financial Corp
Indiana
$11.5K 200
PWA
1211
Principia Wealth Advisory
Texas
$10.4K 181 +181 New
OAJ
1212
Ogorek Anthony Joseph
New York
$10K 180 +180 New
PWA
1213
Physician Wealth Advisors
Utah
$9.95K 173 +173 New
SRCM
1214
Signature Resources Capital Management
California
$8.63K 150
BBHC
1215
Brown Brothers Harriman & Co
New York
$8.46K 147 -10 -6%
FCT
1216
First Community Trust
Iowa
$8.4K 146
BIG
1217
Brooklyn Investment Group
New York
$7.94K 138 +138 New
Fidelity Investments
1218
Fidelity Investments
Massachusetts
$7.06K 123 -13 -10%
POIA
1219
Pin Oak Investment Advisors
Texas
$7K 113
CWM
1220
Cranbrook Wealth Management
Michigan
$5.24K 91
MSWA
1221
Marshall & Sterling Wealth Advisors
New York
$5.01K 87 +87 New
SFA
1222
Semmax Financial Advisors
North Carolina
$4.92K 83 +83 New
CSB
1223
City State Bank
Iowa
$4.32K 75
HI
1224
Human Investing
Oregon
$3.63K 63 +63 New
TIM
1225
Tortoise Investment Management
New York
$3.45K 60 -900 -94%