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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 %
RIL
201
Rothschild Investment LLC
Illinois
$9.03M 156,037 +2,659 +2%
CB
202
Community Bank
New York
$8.95M 154,716 -68,699 -31%
RWA
203
Rooted Wealth Advisors
Illinois
$8.88M 155,382 +5,952 +4%
PIWA
204
Prevail Innovative Wealth Advisors
Kansas
$8.81M 152,229 -3,798 -2%
OIA
205
OneDigital Investment Advisors
Kansas
$8.79M 151,887 +3,575 +2%
HNWAG
206
High Net Worth Advisory Group
Florida
$8.78M 151,770 +25,077 +20%
EIP
207
Ellis Investment Partners
Pennsylvania
$8.77M 151,655 +15,058 +11%
IWA
208
IVC Wealth Advisors
Pennsylvania
$8.72M 150,786 +3,316 +2%
Koshinski Asset Management
209
Koshinski Asset Management
Illinois
$8.62M 149,007 -60,662 -29%
NW
210
Naviter Wealth
Arkansas
$8.55M 147,785 +17,100 +13%
MAG
211
Mayfair Advisory Group
Alabama
$8.36M 144,493 +16,667 +13%
SW
212
StrongBox Wealth
Missouri
$8.35M 144,342 -2,029 -1%
LIA
213
Luken Investment Analytics
Tennessee
$8.35M 144,325 +144,325 New
CIBC World Market
214
CIBC World Market
Ontario, Canada
$8.34M 144,199 +86,163 +148%
IA
215
IFP Advisors
Florida
$8.29M 143,220 -41,877 -23%
NEPWA
216
New England Private Wealth Advisors
Massachusetts
$8.27M 143,845 +3,411 +2%
RDFA
217
Ritter Daniher Financial Advisory
Ohio
$8.14M 140,751 +11,294 +9%
RGF
218
Retirement Guys Formula
Ohio
$8.11M 140,103 +16,887 +14%
MAG
219
Members Advisory Group
New York
$8.09M 139,823 +2,263 +2%
WAOI
220
Wealth Advisors of Iowa
Iowa
$8.05M 139,203 +31,997 +30%
Renaissance Technologies
221
Renaissance Technologies
New York
$8.02M 138,538 -145,262 -51%
DADC
222
D.A. Davidson & Co
Montana
$7.98M 137,989 +26,793 +24%
PA
223
Procyon Advisors
Connecticut
$7.96M 137,558 -9,018 -6%
PAG
224
Private Advisor Group
New Jersey
$7.96M 137,531 -9,057 -6%
NW
225
NewEdge Wealth
Pennsylvania
$7.94M 142,576 +103,247 +263%
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