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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

1,073 hedge funds and large institutions have $14.9B invested in JPMorgan Equity Premium Income ETF in 2024 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 581 increasing their positions, 298 reducing their positions, and 66 closing their positions.

Holders
1,073
Holders Change
+30
Holders Change %
+2.88%
% of All Funds
15.61%
Holding in Top 10
120
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-15.49%
% of All Funds
1.75%
New
116
Increased
581
Reduced
298
Closed
66
Calls
$16.1M
Puts
$17.9M
Net Calls
-$1.87M
Net Calls Change
+$3.66M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.6B
2
HighTower Advisors
2
HighTower Advisors
Illinois
$198M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.16B
4
SA
4
Sanctuary Advisors
Indiana
$31.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$403M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.07B
2
GAA
2
Global Assets Advisory
Florida
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$299M
4
ETC
4
Exchange Traded Concepts
Oklahoma
$5.2M
5
MW
5
Marks Wealth
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.16B 38,132,552 +995,024 +3%
Bank of America
2
Bank of America
North Carolina
$1.6B 28,210,346 +1,562,554 +6%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.07B 18,852,773 -3,179,847 -14%
Wells Fargo
4
Wells Fargo
California
$717M 12,656,335 +405,432 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$403M 7,104,167 +539,682 +8%
UBS Group
6
UBS Group
Switzerland
$391M 6,892,855 +161,529 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$373M 6,571,983 -168,885 -3%
Osaic Holdings
8
Osaic Holdings
Arizona
$299M 5,266,740 -1,036,347 -16%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$237M 4,188,012 +52,301 +1%
HighTower Advisors
10
HighTower Advisors
Illinois
$198M 3,489,668 +1,057,133 +43%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$192M 3,379,837 +430,134 +15%
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
$192M 3,405,740 +50,269 +1%
RIG
13
RiverFront Investment Group
Virginia
$170M 3,005,845 +166,821 +6%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$164M 2,899,066 +395,730 +16%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$146M 2,570,551 -111,490 -4%
RJA
16
Raymond James & Associates
Florida
$137M 2,421,638 +439,155 +22%
MML Investors Services
17
MML Investors Services
Massachusetts
$127M 2,233,759 +92,182 +4%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$121M 2,132,770 +264,714 +14%
Stifel Financial
19
Stifel Financial
Missouri
$111M 1,952,262 +50,724 +3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$105M 1,856,788 -288,250 -13%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$98.6M 1,739,888 +534,547 +44%
CA
22
Cornerstone Advisory
Maryland
$97.5M 1,719,378 +3,380 +0.2%
Franklin Resources
23
Franklin Resources
California
$95M 1,676,558 +77,141 +5%
RCM
24
Requisite Capital Management
Texas
$94.7M 1,670,568 -82,431 -5%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$92.7M 1,636,124 +131,938 +9%
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