JEPI icon

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 %
DAS
176
Dynamic Advisor Solutions
Arizona
$11M 184,957 -15,104 -8%
VAS
177
Vestmark Advisory Solutions
Massachusetts
$11M 184,855 +84,528 +84%
NFG
178
Northeast Financial Group
Pennsylvania
$11M 184,313 +76,721 +71%
4WM
179
49 Wealth Management
Texas
$10.8M 181,149 -498,262 -73%
EIP
180
Ellis Investment Partners
Pennsylvania
$10.8M 180,670 +14,899 +9%
CAL
181
Capital Analysts LLC
Pennsylvania
$10.7M 180,280 +12,874 +8%
BIP
182
Bouvel Investment Partners
Pennsylvania
$10.6M 178,840 +279 +0.2%
AC
183
AIFG Consultants
New York
$10.5M 176,546 -4,599 -3%
BWP
184
Bernardo Wealth Planning
Pennsylvania
$10.5M 174,828 -99,278 -36%
SWMP
185
Signature Wealth Management Partners
New Jersey
$10.2M 170,974 +6,866 +4%
RIL
186
Rothschild Investment LLC
Illinois
$10.2M 170,950 +12,142 +8%
CCB
187
Country Club Bank
Missouri
$10.2M 171,079 -7,850 -4%
AIA
188
Armor Investment Advisors
North Carolina
$10.1M 170,054 -6,738 -4%
Envestnet Portfolio Solutions
189
Envestnet Portfolio Solutions
Illinois
$10M 168,705 +24,261 +17%
HNWAG
190
High Net Worth Advisory Group
Florida
$10M 167,997 +6,355 +4%
RGF
191
Retirement Guys Formula
Ohio
$9.84M 165,375 +12,916 +8%
VAM
192
Verity Asset Management
North Carolina
$9.83M 165,256 -51,109 -24%
MCIA
193
Mountain Capital Investment Advisors
Colorado
$9.76M 162,744 +42,509 +35%
ZIMP
194
Zimmermann Investment Management & Planning
Pennsylvania
$9.71M 163,220 +21,590 +15%
SC
195
Scotia Capital
Ontario, Canada
$9.69M 162,849 +2,742 +2%
BCI
196
Brinker Capital Investments
Pennsylvania
$9.54M 160,360 -6,399 -4%
OPS
197
Orion Portfolio Solutions
Nebraska
$9.54M 160,360 -6,399 -4%
IWA
198
IVC Wealth Advisors
Pennsylvania
$9.53M 160,148 +2,056 +1%
AWM
199
Axxcess Wealth Management
California
$9.52M 159,893 -28,462 -15%
DADC
200
D.A. Davidson & Co
Montana
$9.51M 159,743 +10,386 +7%
6 7
8
9 10