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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 %
HIC
151
Hartline Investment Corp
Illinois
$12.3M 212,033 +212,033 New
GWMIA
152
Global Wealth Management Investment Advisory
Florida
$12.2M 210,987 +6,708 +3%
FSA
153
Financial Services Advisory
Maryland
$12.1M 209,914 -194,419 -48%
ASN
154
Advisory Services Network
Georgia
$12M 207,783 -17,010 -8%
SWA
155
SFMG Wealth Advisors
Texas
$12M 207,580 +14,519 +8%
CFP
156
Curran Financial Partners
South Carolina
$12M 207,402 +4,388 +2%
CWM
157
Centurion Wealth Management
Virginia
$12M 207,183 +21,046 +11%
AWM
158
Axxcess Wealth Management
California
$12M 207,065 +94 +0%
FCI
159
Financial Counselors Inc
Kansas
$12M 206,646 -19,914 -9%
DAS
160
Dynamic Advisor Solutions
Arizona
$11.9M 206,147 -9,624 -4%
DC
161
Davenport & Co
Virginia
$11.9M 205,958 +22,508 +12%
GWM
162
Geneos Wealth Management
Colorado
$11.9M 205,421 +110,490 +116%
FA
163
Fagan Associates
New York
$11.7M 201,698 +20,565 +11%
AWM
164
AE Wealth Management
Kansas
$11.7M 201,442 -888,840 -82%
OPS
165
Orion Portfolio Solutions
Nebraska
$11.6M 201,272 -10,849 -5%
BCI
166
Brinker Capital Investments
Pennsylvania
$11.6M 201,272 -10,849 -5%
LNC
167
Lincoln National Corp
Pennsylvania
$11.6M 200,490 +25,047 +14%
VAM
168
Verity Asset Management
North Carolina
$11.6M 200,272 +13,075 +7%
AC
169
AIFG Consultants
New York
$11.5M 199,176 -2,284 -1%
APS
170
American Planning Services
Florida
$11.4M 196,709 -6,484 -3%
V
171
VeraBank
Texas
$11.3M 195,803 +9,864 +5%
FGG
172
Financial Guidance Group
Florida
$11.3M 195,683 +4,136 +2%
WS
173
Wedbush Securities
California
$11.3M 195,026 +22,651 +13%
WCP
174
Wick Capital Partners
Pennsylvania
$11M 190,479 +46,799 +33%
BWG
175
Beta Wealth Group
California
$11M 190,467 +30,984 +19%
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