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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 %
Morgan Stanley
1
Morgan Stanley
New York
$2.15B 37,137,528 -30,390,656 -45%
Bank of America
2
Bank of America
North Carolina
$1.54B 26,647,792 +815,767 +3%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.27B 22,032,620 +815,598 +4%
Wells Fargo
4
Wells Fargo
California
$709M 12,250,903 +1,085,099 +10%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$390M 6,740,868 -119,442 -2%
UBS Group
6
UBS Group
Switzerland
$389M 6,731,326 +988,099 +17%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$380M 6,564,485 +727,710 +12%
Osaic Holdings
8
Osaic Holdings
Arizona
$365M 6,303,087 -181,108 -3%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$239M 4,135,711 +3,318,702 +406%
CIBC Private Wealth Group
10
CIBC Private Wealth Group
Georgia
$192M 3,355,471 +183,162 +6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$171M 2,949,703 +81,140 +3%
RIG
12
RiverFront Investment Group
Virginia
$164M 2,839,024 +573,143 +25%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$155M 2,682,041 +258,473 +11%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$145M 2,503,336 +703,731 +39%
HighTower Advisors
15
HighTower Advisors
Illinois
$141M 2,432,535 +322,906 +15%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$124M 2,145,038 +163,017 +8%
MML Investors Services
17
MML Investors Services
Massachusetts
$124M 2,141,577 -77,974 -4%
CAN
18
Cetera Advisor Networks
California
$124M 2,136,341 +66,401 +3%
RJA
19
Raymond James & Associates
Florida
$115M 1,982,483 +49,224 +3%
Stifel Financial
20
Stifel Financial
Missouri
$110M 1,901,538 +15,912 +0.8%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$108M 1,868,056 +268,115 +17%
GAA
22
Global Assets Advisory
Florida
$108M 6,165,296 +6,061,819 +5,858%
RCM
23
Requisite Capital Management
Texas
$101M 1,752,999 -174,680 -9%
CA
24
Cornerstone Advisory
Maryland
$99.3M 1,715,998 +99,441 +6%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$98.7M 1,706,148 +192,089 +13%
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