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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 %
Morgan Stanley
1
Morgan Stanley
New York
$2.35B 39,406,720 +1,274,168 +3%
Bank of America
2
Bank of America
North Carolina
$1.83B 30,747,489 +2,537,143 +9%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.33B 22,389,179 +3,536,406 +19%
Wells Fargo
4
Wells Fargo
California
$744M 12,503,747 -152,588 -1%
UBS Group
5
UBS Group
Switzerland
$424M 7,125,130 +232,275 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$395M 6,631,432 +59,449 +0.9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$378M 6,352,398 -751,769 -11%
Osaic Holdings
8
Osaic Holdings
Arizona
$330M 5,543,658 +276,918 +5%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$229M 3,849,147 -338,865 -8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$218M 3,665,017 +285,180 +8%
HighTower Advisors
11
HighTower Advisors
Illinois
$213M 3,573,526 +83,858 +2%
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
$203M 3,417,174 +11,434 +0.3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$179M 3,011,469 +112,403 +4%
MML Investors Services
14
MML Investors Services
Massachusetts
$155M 2,610,159 +376,400 +17%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$153M 2,566,131 -4,420 -0.2%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$149M 2,507,832 +375,062 +18%
Stifel Financial
17
Stifel Financial
Missouri
$124M 2,088,400 +136,138 +7%
RJA
18
Raymond James & Associates
Florida
$124M 2,088,319 -333,319 -14%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$116M 1,947,007 +90,219 +5%
LPL Financial
20
LPL Financial
California
$113M 1,900,243 +416,013 +28%
RIG
21
RiverFront Investment Group
Virginia
$109M 1,835,727 -1,170,118 -39%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$109M 1,832,301 +92,413 +5%
CA
23
Cornerstone Advisory
Maryland
$103M 1,727,971 +8,593 +0.5%
EG
24
Enstar Group
Bermuda
$91.6M 1,539,025 – –
RCM
25
Requisite Capital Management
Texas
$86.4M 1,452,237 -218,331 -13%
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