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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 %
Susquehanna International Group
1251
Susquehanna International Group
Pennsylvania
– – -92,024 Closed
Marshall Wace
1252
Marshall Wace
United Kingdom
– – -84,350 Closed
FFO
1253
Fiduciary Family Office
Florida
– – -72,655 Closed
BFA
1254
Brown Financial Advisors
Ohio
– – -61,007 Closed
IIC
1255
Integrated Investment Consultants
Michigan
– – -51,408 Closed
STAS
1256
Strong Tower Advisory Services
Minnesota
– – -30,019 Closed
PW
1257
Paladin Wealth
Minnesota
– – -23,675 Closed
HF
1258
HRT Financial
New York
– – -21,899 Closed
ARC
1259
Advisor Resource Council
Texas
– – -18,316 Closed
MWA
1260
MN Wealth Advisors
Kansas
– – -16,544 Closed
Millennium Management
1261
Millennium Management
New York
– – -15,743 Closed
Prudential Financial
1262
Prudential Financial
New Jersey
– – -15,377 Closed
OMC
1263
Old Mission Capital
Illinois
– – -15,193 Closed
LC
1264
Lavaca Capital
Texas
– – -10,900 Closed
EW
1265
Evoke Wealth
California
– – -10,385 Closed
MSAM
1266
Moloney Securities Asset Management
Missouri
– – -8,370 Closed
SHGA
1267
Sand Hill Global Advisors
California
– – -8,251 Closed
FIM
1268
Fernwood Investment Management
Massachusetts
– – -5,483 Closed
AWM
1269
Avaii Wealth Management
Wisconsin
– – -5,299 Closed
PPW
1270
Parcion Private Wealth
Washington
– – -5,029 Closed
CWA
1271
Clarus Wealth Advisors
Arizona
– – -4,537 Closed
MHR
1272
Matthew Hamilton Rosenberg
– – -4,430 Closed
SIA
1273
Soltis Investment Advisors
Utah
– – -4,262 Closed
AIA
1274
Arbor Investment Advisors
North Carolina
– – -4,173 Closed
TAM
1275
Titleist Asset Management
Texas
– – -4,109 Closed
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