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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

1,100 hedge funds and large institutions have $16.3B invested in JPMorgan Equity Premium Income ETF in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 576 increasing their positions, 337 reducing their positions, and 66 closing their positions.

Holders
1,100
Holders Change
+27
Holders Change %
+2.52%
% of All Funds
15.91%
Holding in Top 10
124
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.33%
% of All Funds
1.79%
New
105
Increased
576
Reduced
337
Closed
66
Calls
$18.3M
Puts
$18.3M
Net Calls
+$5K
Net Calls Change
+$1.87M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.33B
2
Bank of America
2
Bank of America
North Carolina
$1.83B
3
Morgan Stanley
3
Morgan Stanley
New York
$2.35B
4
EFH
4
Eaton Financial Holdings
Florida
$51.2M
5
MW
5
Marks Wealth
Maryland
$29.3M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$109M
2
SFC
2
Strategic Financial Concepts
Texas
$1.68M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$378M
4
Franklin Resources
4
Franklin Resources
California
$60.7M
5
AUB
5
Atlantic Union Bankshares
Virginia
$8.11M
Name Market Value Shares Shares
Change 		Shares
Change %
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$13.3M 223,528 -36,656 -14%
FA
152
Fagan Associates
New York
$13.2M 222,495 +6,870 +3%
SWA
153
SFMG Wealth Advisors
Texas
$13.1M 220,902 +6,123 +3%
BWG
154
Beta Wealth Group
California
$13.1M 220,232 +29,125 +15%
Citadel Advisors
155
Citadel Advisors
Florida
$13.1M 219,812 +217,911 +11,463%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$12.9M 216,745 +7,016 +3%
GWANC
157
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.8M 215,768 +1,411 +0.7%
CW
158
CreativeOne Wealth
Kansas
$12.5M 210,822 +57,045 +37%
CAG
159
Curtis Advisory Group
California
$12.5M 209,856 +5,761 +3%
Corient Private Wealth
160
Corient Private Wealth
Florida
$12.4M 207,604 +1,331 +0.6%
FNA
161
First National Advisers
Nebraska
$12.3M 206,441 +17,839 +9%
WCP
162
Wick Capital Partners
Pennsylvania
$12M 202,312 +1,491 +0.7%
SAW
163
Signal Advisors Wealth
Michigan
$12M 201,382 +201,382 New
FWM
164
Foguth Wealth Management
Michigan
$11.8M 199,537 +57,139 +40%
FGG
165
Financial Guidance Group
Florida
$11.6M 195,722 -5,652 -3%
ATC
166
Argent Trust Co
Tennessee
$11.6M 195,536 -41,653 -18%
V
167
VeraBank
Texas
$11.6M 195,223 -3,607 -2%
KWM
168
Kingsview Wealth Management
Oregon
$11.6M 194,976 -48,887 -20%
BCA
169
Bay Colony Advisors
Massachusetts
$11.6M 194,889 -8,213 -4%
CFO
170
CVA Family Office
Colorado
$11.5M 193,189 +3,155 +2%
ARG
171
Advisory Resource Group
Oklahoma
$11.5M 192,693 -1,738 -0.9%
ACG
172
Allen Capital Group
Nebraska
$11.4M 192,237 +42,198 +28%
WS
173
Wedbush Securities
California
$11.4M 190,865 +9,550 +5%
CCP
174
Cassia Capital Partners
North Carolina
$11.3M 190,504 -2,590 -1%
SFP
175
Sandbox Financial Partners
Maryland
$11.3M 189,164 +2,145 +1%
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