JEPI icon

JPMorgan Equity Premium Income ETF

1,241 hedge funds and large institutions have $24.7B invested in JPMorgan Equity Premium Income ETF in 2024 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 655 increasing their positions, 283 reducing their positions, and 50 closing their positions.

Holders
1,241
Holders Change
+141
Holders Change %
+12.82%
% of All Funds
16.53%
Holding in Top 10
140
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+12.9%
% of All Funds
1.86%
New
213
Increased
655
Reduced
283
Closed
50
Calls
$10.3M
Puts
$16.5M
Net Calls
-$6.19M
Net Calls Change
-$6.2M
Name Market Value Shares Shares
Change
Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$7.69B 133,742 -862 -0.6%
Morgan Stanley
2
Morgan Stanley
New York
$2.39B 41,514,457 +2,107,737 +5%
Bank of America
3
Bank of America
North Carolina
$1.8B 31,254,116 +506,627 +2%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.19B 20,730,640 -1,658,539 -7%
Wells Fargo
5
Wells Fargo
California
$837M 14,555,046 +2,051,299 +16%
UBS Group
6
UBS Group
Switzerland
$441M 7,668,440 +543,310 +8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$423M 7,346,281 +714,849 +11%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$393M 6,836,665 +484,267 +8%
Osaic Holdings
9
Osaic Holdings
Arizona
$326M 5,665,544 +121,886 +2%
Raymond James Financial
10
Raymond James Financial
Florida
$322M 5,602,308 +5,602,308 New
HAS
11
HBW Advisory Services
California
$300M 521,370 -23,258 -4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$237M 4,124,862 +459,845 +13%
HighTower Advisors
13
HighTower Advisors
Illinois
$212M 3,682,072 +108,546 +3%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$209M 3,624,250 -224,897 -6%
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$199M 3,440,098 +22,924 +0.7%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$163M 2,832,139 +324,307 +13%
MML Investors Services
17
MML Investors Services
Massachusetts
$157M 2,732,984 +122,825 +5%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$141M 2,459,323 -106,808 -4%
Stifel Financial
19
Stifel Financial
Missouri
$130M 2,251,807 +163,407 +8%
LPL Financial
20
LPL Financial
California
$128M 2,229,146 +328,903 +17%
RIG
21
RiverFront Investment Group
Virginia
$115M 2,002,917 +167,190 +9%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$114M 1,975,605 +143,304 +8%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$113M 1,970,127 +23,120 +1%
CA
24
Cornerstone Advisory
Maryland
$109M 1,844,599 +116,628 +7%
CWS
25
Confluence Wealth Services
Pennsylvania
$93.7M 1,583,959 +167,702 +12%