JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

1,043 hedge funds and large institutions have $15.5B invested in JPMorgan Equity Premium Income ETF in 2024 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 581 increasing their positions, 267 reducing their positions, and 64 closing their positions.

Holders
1,043
Holders Change
+50
Holders Change %
+5.04%
% of All Funds
15.12%
Holding in Top 10
142
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.65%
% of All Funds
2.06%
New
128
Increased
581
Reduced
267
Closed
64
Calls
$18M
Puts
$23.5M
Net Calls
-$5.52M
Net Calls Change
+$12.1M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$239M
2
GAA
2
Global Assets Advisory
Florida
$108M
3
Wells Fargo
3
Wells Fargo
California
$709M
4
UBS Group
4
UBS Group
Switzerland
$389M
5
ETC
5
Exchange Traded Concepts
Oklahoma
$55.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.15B
2
MAWA
2
Moss Adams Wealth Advisors
Washington
$3.38M
3
AWM
3
AE Wealth Management
Kansas
$11.7M
4
SAS
4
Sage Advisory Services
Texas
$794K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$63.1M
Name Market Value Shares Shares
Change 		Shares
Change %
OPAM
101
Ocean Park Asset Management
California
$20.6M 356,519 – –
GA
102
Goldstein Advisors
Wisconsin
$20.1M 347,766 +24,066 +7%
CFG
103
Cooper Financial Group
California
$19.7M 340,468 +25,990 +8%
HB
104
HTLF Bank
Colorado
$19.6M 338,261 +3,937 +1%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$19.3M 332,744 -66,126 -17%
PWMAG
106
Pinnacle Wealth Management Advisory Group
New Jersey
$18.8M 325,494 +22,584 +7%
CCA
107
Childress Capital Advisors
Texas
$18.7M 323,857 +21,444 +7%
WWM
108
Wagner Wealth Management
South Carolina
$18.6M 321,538 -70,709 -18%
TFS
109
Thoroughbred Financial Services
Tennessee
$18.5M 319,542 +11,336 +4%
BPA
110
Beacon Pointe Advisors
California
$18.4M 318,774 +30,912 +11%
SWM
111
Spire Wealth Management
Virginia
$17.7M 305,544 +23,248 +8%
GI
112
Gradient Investments
Minnesota
$17.2M 296,993 -13,748 -4%
SCM
113
Steele Capital Management
Iowa
$17.1M 295,780 +22,243 +8%
MOS
114
MGO One Seven
Ohio
$17M 294,140 +52,248 +22%
Comerica Bank
115
Comerica Bank
Texas
$16.9M 292,493 -239,255 -45%
GMFG
116
Greater Midwest Financial Group
Minnesota
$16.9M 292,054 -20,276 -6%
SCA
117
St. Clair Advisors
Ohio
$16.8M 289,922 +8,823 +3%
Mariner
118
Mariner
Kansas
$16.8M 289,792 -11,637 -4%
KPWS
119
Kestra Private Wealth Services
Texas
$16.8M 289,633 +22,461 +8%
TFA
120
Teamwork Financial Advisors
Texas
$16.7M 289,365 +36,646 +15%
CW
121
CreativeOne Wealth
Kansas
$16.7M 289,208 +159,428 +123%
SIM
122
Stratos Investment Management
Ohio
$16.7M 288,420 -5,320 -2%
APP
123
Avantax Planning Partners
Iowa
$16.5M 285,572 +81,200 +40%
BWP
124
Bernardo Wealth Planning
Pennsylvania
$15.8M 273,712 +2,148 +0.8%
MS
125
Madden Securities
Texas
$15.6M 269,489 +6,452 +2%
3 4
5
6 7