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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

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

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$322M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.39B
3
Wells Fargo
3
Wells Fargo
California
$837M
4
CSP
4
Cary Street Partners
Virginia
$53.5M
5
Jane Street
5
Jane Street
New York
$48.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.19B
2
GI
2
Gradient Investments
Minnesota
$0
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$7.69B
4
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$0
5
MW
5
Marks Wealth
Maryland
$410K
Name Market Value Shares Shares
Change 		Shares
Change %
BRWA
101
B. Riley Wealth Advisors
Florida
$19.7M 340,393 -23,508 -6%
PWMAG
102
Pinnacle Wealth Management Advisory Group
New Jersey
$19.6M 340,344 +8,968 +3%
ACM
103
Advance Capital Management
Michigan
$19.6M 340,239 +4,586 +1%
SIM
104
Stratos Investment Management
Ohio
$19.6M 339,826 +27,711 +9%
MOS
105
MGO One Seven
Ohio
$19.5M 339,743 +94,104 +38%
MBTD
106
Mechanics Bank - Trust Department
California
$19.4M 336,755 +9,777 +3%
Comerica Bank
107
Comerica Bank
Texas
$19.2M 333,028 -8,068 -2%
BFA
108
Beacon Financial Advisory
Ohio
$18.8M 327,645 +15,034 +5%
CFG
109
Cooper Financial Group
California
$18.7M 324,502 -29,666 -8%
TWM
110
Tradition Wealth Management
Minnesota
$18.5M 321,819 +26,431 +9%
DC
111
Davenport & Co
Virginia
$18.1M 314,671 +57,743 +22%
MAM
112
Marquette Asset Management
Minnesota
$17.6M 305,421 +7,457 +3%
GWMIA
113
Global Wealth Management Investment Advisory
Florida
$17.4M 302,460 +14,615 +5%
EA
114
Ergawealth Advisors
Illinois
$17.1M 297,876 -8,973 -3%
HB
115
HTLF Bank
Colorado
$17.1M 296,603 -4,273 -1%
FIA
116
Foundations Investment Advisors
Arizona
$16.6M 289,047 +6,728 +2%
MS
117
Madden Securities
Texas
$16.6M 288,117 +10,148 +4%
SCA
118
St. Clair Advisors
Ohio
$16.5M 287,491 +5,055 +2%
FWM
119
Foguth Wealth Management
Michigan
$16.5M 278,633 +79,096 +40%
LJCM
120
Lee Johnson Capital Management
Texas
$16.4M 284,845 +28,047 +11%
IHWM
121
Iron Horse Wealth Management
Iowa
$16.4M 284,596 +15,333 +6%
CE
122
Cornerstone Enterprises
Wisconsin
$16.1M 280,451 +280,451 New
FCI
123
Financial Counselors Inc
Kansas
$16.1M 279,186 +54,948 +25%
CAM
124
Cresset Asset Management
Illinois
$16M 276,326 -3,391 -1%
EWA
125
EP Wealth Advisors
California
$15.8M 274,694 +13,464 +5%
3 4
5
6 7