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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 %
SPC
126
Sigma Planning Corp
Michigan
$15.5M 268,252 +160,845 +150%
PPW
127
Parcion Private Wealth
Washington
$15.5M 268,030 +32,418 +14%
CSPAM
128
Cary Street Partners Asset Management
Virginia
$15.5M 267,529 +36,938 +16%
CAM
129
Cresset Asset Management
Illinois
$15.3M 265,126 +35,431 +15%
MBTD
130
Mechanics Bank - Trust Department
California
$15.2M 262,981 +25,397 +11%
BFA
131
Beacon Financial Advisory
Ohio
$15.1M 261,027 +48,054 +23%
WAP
132
Wealthcare Advisory Partners
Pennsylvania
$14.9M 257,106 -12,088 -4%
JIP
133
Jaffetilchin Investment Partners
Florida
$14.7M 254,478 +26,647 +12%
Citigroup
134
Citigroup
New York
$14.6M 251,690 +138,295 +122%
WAM
135
WNY Asset Management
New York
$14.3M 246,442 +22,063 +10%
IHWM
136
Iron Horse Wealth Management
Iowa
$14.2M 245,923 +18,436 +8%
DAM
137
Derbend Asset Management
Georgia
$14.2M 244,754 +34,243 +16%
TLP
138
Trinity Legacy Partners
Texas
$13.8M 237,884 +52,774 +29%
PA
139
PFG Advisors
Arizona
$13.5M 233,868 +20,577 +10%
RWM
140
Rezny Wealth Management
Florida
$13.5M 233,168 -3,764 -2%
AP
141
Appleton Partners
Massachusetts
$13.3M 230,501 +16,649 +8%
ICG
142
InterOcean Capital Group
Tennessee
$13.2M 228,302 +15,570 +7%
ATC
143
Argent Trust Co
Tennessee
$13.2M 228,073 +14,957 +7%
IAS
144
Investment Advisory Services
Texas
$13.2M 227,971 -768 -0.3%
CW
145
Connectus Wealth
Ohio
$13.2M 227,626 -16,455 -7%
Corient Private Wealth
146
Corient Private Wealth
Florida
$12.8M 220,540 +10,181 +5%
IAIM
147
International Assets Investment Management
Florida
$12.5M 218,302 +3,950 +2%
BF
148
BOK Financial
Oklahoma
$12.4M 216,952 +143,645 +196%
NA
149
NewEdge Advisors
Louisiana
$12.3M 213,435 +4,023 +2%
BCA
150
Bay Colony Advisors
Massachusetts
$12.3M 212,033 +8,072 +4%
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