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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

1,073 hedge funds and large institutions have $14.9B invested in JPMorgan Equity Premium Income ETF in 2024 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 581 increasing their positions, 298 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,073
Holders Change
+30
Holders Change %
+2.88%
% of All Funds
15.61%
Holding in Top 10
120
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-15.49%
% of All Funds
1.75%
New
116
Increased
581
Reduced
298
Closed
66
Calls
$16.1M
Puts
$17.9M
Net Calls
-$1.87M
Net Calls Change
+$3.66M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.6B
2
HighTower Advisors
2
HighTower Advisors
Illinois
$198M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.16B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$403M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$98.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.07B
2
GAA
2
Global Assets Advisory
Florida
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$299M
4
ETC
4
Exchange Traded Concepts
Oklahoma
$5.2M
5
MW
5
Marks Wealth
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
101
Steele Capital Management
Iowa
$18.4M +$1.64M +28,929 +10%
ACM
102
Advance Capital Management
Michigan
$18.1M +$17.4M +306,657 +2,421%
WWM
103
Wagner Wealth Management
South Carolina
$18.1M -$140K -2,476 -0.8%
BF
104
BOK Financial
Oklahoma
$17.8M +$5.47M +96,465 +44%
FFA
105
Fragasso Financial Advisors
Pennsylvania
$17.6M -$2.75M -48,587 -14%
WA
106
Waverly Advisors
Alabama
$17.2M +$13.8M +242,879 +395%
MBTD
107
Mechanics Bank - Trust Department
California
$17.1M +$2.2M +38,745 +15%
SIM
108
Stratos Investment Management
Ohio
$16.9M +$544K +9,591 +3%
KPWS
109
Kestra Private Wealth Services
Texas
$16.7M +$289K +5,091 +2%
BFA
110
Beacon Financial Advisory
Ohio
$16.6M +$1.85M +32,649 +13%
OPAM
111
Ocean Park Asset Management
California
$16.6M -$3.59M -63,400 -18%
MAM
112
Marquette Asset Management
Minnesota
$16.6M +$16.6M +292,060 New
PPW
113
Parcion Private Wealth
Washington
$16.5M +$1.35M +23,834 +9%
SCA
114
St. Clair Advisors
Ohio
$16.5M +$51.5K +908 +0.3%
TWM
115
Tradition Wealth Management
Minnesota
$16.4M -$8.5M -149,924 -34%
CSPAM
116
Cary Street Partners Asset Management
Virginia
$16.4M +$1.22M +21,606 +8%
SPC
117
Sigma Planning Corp
Michigan
$15.6M +$427K +7,532 +3%
GWMIA
118
Global Wealth Management Investment Advisory
Florida
$15.6M +$3.66M +64,565 +31%
BWP
119
Bernardo Wealth Planning
Pennsylvania
$15.5M +$22.3K +394 +0.1%
MS
120
Madden Securities
Texas
$15.5M +$223K +3,937 +1%
CAM
121
Cresset Asset Management
Illinois
$15.4M +$363K +6,413 +2%
FIA
122
Foundations Investment Advisors
Arizona
$15M +$11.6M +203,830 +332%
PS
123
Principal Securities
Iowa
$14.8M +$7.58M +133,805 +106%
WAP
124
Wealthcare Advisory Partners
Pennsylvania
$14.7M +$174K +3,078 +1%
JIP
125
Jaffetilchin Investment Partners
Florida
$14.5M +$111K +1,957 +0.8%
3 4
5
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