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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.07B
2
GAA
Global Assets Advisory
Florida
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$299M
4
ETC
Exchange Traded Concepts
Oklahoma
$5.2M
5
MW
Marks Wealth
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IHWM
126
Iron Horse Wealth Management
Iowa
$14.5M +$517K +9,130 +4%
WAM
127
WNY Asset Management
New York
$14.3M +$317K +5,586 +2%
MOS
128
MGO One Seven
Ohio
$14.1M -$2.59M -45,609 -16%
ASN
129
Advisory Services Network
Georgia
$13.9M +$2.11M +37,275 +18%
KWM
130
Kingsview Wealth Management
Oregon
$13.8M +$4.17M +73,530 +43%
ATC
131
Argent Trust Co
Tennessee
$13.4M +$517K +9,116 +4%
IAS
132
Investment Advisory Services
Texas
$13.3M +$409K +7,213 +3%
AP
133
Appleton Partners
Massachusetts
$13.3M +$244K +4,306 +2%
RWM
134
Rezny Wealth Management
Florida
$13.1M -$148K -2,605 -1%
NA
135
NewEdge Advisors
Louisiana
$13M +$920K +16,229 +8%
PA
136
PFG Advisors
Arizona
$12.8M -$411K -7,253 -3%
GWM
137
Geneos Wealth Management
Colorado
$12.8M +$1.16M +20,456 +10%
DWP
138
Daymark Wealth Partners
Ohio
$12.7M +$3.09M +54,602 +32%
DC
139
Davenport & Co
Virginia
$12.7M +$1.05M +18,546 +9%
AWM
140
AE Wealth Management
Kansas
$12.7M +$1.29M +22,698 +11%
Mariner
141
Mariner
Kansas
$12.6M -$3.8M -67,125 -23%
HF
142
Halpern Financial
Virginia
$12.5M +$12.3M +217,750 +9,386%
WAOI
143
Wealth Advisors of Iowa
Iowa
$12.4M +$4.6M +81,706 +59%
IAIM
144
International Assets Investment Management
Florida
$12.3M -$108K -1,902 -0.9%
VAM
145
Verity Asset Management
North Carolina
$12.3M +$912K +16,093 +8%
FA
146
Fagan Associates
New York
$12.2M +$789K +13,927 +7%
SWA
147
SFMG Wealth Advisors
Texas
$12.2M +$408K +7,199 +3%
GWANC
148
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.1M -$12.6M -222,986 -51%
MWM
149
Mosley Wealth Management
California
$12M +$11.4M +200,493 +1,700%
CFP
150
Curran Financial Partners
South Carolina
$12M +$224K +3,944 +2%
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