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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 %
CCP
176
Cassia Capital Partners
North Carolina
$11M 190,091 -9,321 -5%
HWA
177
Hilltop Wealth Advisors
North Carolina
$10.9M 188,125 -184,024 -49%
ARG
178
Advisory Resource Group
Oklahoma
$10.9M 188,096 +4,148 +2%
CAG
179
Curtis Advisory Group
California
$10.9M 187,643 +11,007 +6%
IAS
180
Insigneo Advisory Services
Florida
$10.8M 186,419 +39,026 +26%
CFO
181
CVA Family Office
Colorado
$10.7M 185,305 +5,880 +3%
BIP
182
Bouvel Investment Partners
Pennsylvania
$10.3M 177,269 -6,633 -4%
CTC
183
Central Trust Company
Missouri
$10.2M 176,289 -210,838 -54%
CCB
184
Country Club Bank
Missouri
$10.1M 175,251 -3,261 -2%
SWM
185
Selective Wealth Management
Virginia
$10.1M 177,401 +31,914 +22%
SFP
186
Sandbox Financial Partners
Maryland
$10M 173,037 +5,941 +4%
Susquehanna International Group
187
Susquehanna International Group
Pennsylvania
$9.98M 172,406 -52,735 -23%
KWM
188
Kingsview Wealth Management
Oregon
$9.86M 170,333 -1,953 -1%
DWP
189
Daymark Wealth Partners
Ohio
$9.84M 170,089 +10,841 +7%
AIA
190
Armor Investment Advisors
North Carolina
$9.77M 168,929 +5,535 +3%
CIA
191
Caerus Investment Advisors
Texas
$9.72M 168,078 -5,507 -3%
MAG
192
MRA Advisory Group
New Jersey
$9.58M 165,617 +3,173 +2%
Thrivent Financial for Lutherans
193
Thrivent Financial for Lutherans
Minnesota
$9.39M 162,272 -296,990 -65%
SC
194
Scotia Capital
Ontario, Canada
$9.28M 160,472 -1,888 -1%
ACG
195
Allen Capital Group
Nebraska
$9.27M 160,140 -1,272 -0.8%
SFS
196
Sowell Financial Services
Arkansas
$9.11M 157,463 -27,117 -15%
Wealthfront Advisers
197
Wealthfront Advisers
California
$9.09M 157,034 +14,203 +10%
HW
198
Hedeker Wealth
Illinois
$9.08M 156,928 +4,529 +3%
CAL
199
Capital Analysts LLC
Pennsylvania
$9.05M 156,334 +8,139 +5%
SWMP
200
Signature Wealth Management Partners
New Jersey
$9.04M 156,192 +12,486 +9%
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