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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 %
PAG
201
Private Advisor Group
New Jersey
$9.49M 159,546 +14,333 +10%
CB
202
Community Bank
New York
$9.46M 158,939 +4,188 +3%
SWM
203
Selective Wealth Management
Virginia
$9.4M 159,371 -15,188 -9%
HI
204
Harbour Investments
Wisconsin
$9.37M 157,456 +58,638 +59%
OC
205
Oppenheimer & Co
New York
$9.19M 154,498 +23,952 +18%
PWM
206
Power Wealth Management
Georgia
$9.11M 153,122 +18,689 +14%
HW
207
Hedeker Wealth
Illinois
$9.05M 152,095 +3,539 +2%
MAG
208
Mayfair Advisory Group
Alabama
$9.04M 152,756 +1,650 +1%
CAM
209
Cobblestone Asset Management
Virginia
$9.03M 151,661 +2,179 +1%
BAAM
210
Baker Avenue Asset Management
California
$8.95M 150,359 +58,970 +65%
KF
211
Krilogy Financial
Missouri
$8.93M 150,139 +74,135 +98%
PFGIA
212
Patriot Financial Group Insurance Agency
Massachusetts
$8.92M 153,485 -1,096 -0.7%
Wealthfront Advisers
213
Wealthfront Advisers
California
$8.82M 148,268 -1,203 -0.8%
Citigroup
214
Citigroup
New York
$8.8M 147,827 +50,459 +52%
SW
215
StrongBox Wealth
Missouri
$8.74M 146,803 -4,313 -3%
PIWA
216
Prevail Innovative Wealth Advisors
Kansas
$8.7M 146,166 -6,797 -4%
EBWM
217
Eagle Bluffs Wealth Management
Missouri
$8.69M 145,968 -139 -0.1%
RDFA
218
Ritter Daniher Financial Advisory
Ohio
$8.59M 144,397 -7,652 -5%
Thrivent Financial for Lutherans
219
Thrivent Financial for Lutherans
Minnesota
$8.53M 143,402 -8,719 -6%
CTC
220
Central Trust Company
Missouri
$8.53M 143,392 -8,268 -5%
RFS
221
Retirement Financial Solutions
Tennessee
$8.48M 142,527 +2,699 +2%
LPT
222
Legacy Private Trust
Wisconsin
$8.46M 142,172 +9,760 +7%
NEPWA
223
New England Private Wealth Advisors
Massachusetts
$8.44M 141,897 +3,152 +2%
EB
224
Eastern Bank
Massachusetts
$8.42M 141,497 +141,497 New
WIA
225
World Investment Advisors
California
$8.37M 140,665 +45,660 +48%
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