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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

237 hedge funds and large institutions have $1.81B invested in JPMorgan Equity Premium Income ETF in 2021 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 126 increasing their positions, 12 reducing their positions, and 10 closing their positions.

Holders
237
Holders Change
+79
Holders Change %
+50%
% of All Funds
4.16%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
89
Increased
126
Reduced
12
Closed
10
Calls
$994K
Puts
$10.1M
Net Calls
-$9.15M
Net Calls Change
-$3.62M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$825M
2
Bank of America
2
Bank of America
North Carolina
$74.3M
3
RIG
3
RiverFront Investment Group
Virginia
$89.3M
4
Wells Fargo
4
Wells Fargo
California
$48.5M
5
GI
5
Gradient Investments
Minnesota
$40.2M

Top Sellers

1
CSPAM
1
Cary Street Partners Asset Management
Virginia
$0
2
OMC
2
Old Mission Capital
Illinois
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
DIM
4
Delta Investment Management
California
$6.29M
5
CFO
5
CVA Family Office
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
226
Gemmer Asset Management
California
$18K 300 +300 New
HNB
227
Huntington National Bank
Ohio
– – – –
JWA
228
JFS Wealth Advisors
Pennsylvania
$12K 200 +200 New
TCWM
229
Total Clarity Wealth Management
Illinois
$10K 160 +160 New
S
230
SignatureFD
Georgia
$7K 111 +46 +71%
GRP
231
Global Retirement Partners
California
$7K 112 +112 New
US Bancorp
232
US Bancorp
Minnesota
$7K 116 +116 New
TFS
233
TrustCore Financial Services
Tennessee
$6K 100 – –
RG
234
Retirement Group
California
$5K 85 – –
TWA
235
TCI Wealth Advisors
Arizona
$5K 90 +90 New
WAS
236
Winch Advisory Services
Wisconsin
$4K 69 +69 New
UBS Group
237
UBS Group
Switzerland
$3K 56 +56 New
BFEC
238
Benjamin F. Edwards & Company
Missouri
$2K 40 +40 New
CSPAM
239
Cary Street Partners Asset Management
Virginia
– – -117,568 Closed
OMC
240
Old Mission Capital
Illinois
– – -64,387 Closed
Susquehanna International Group
241
Susquehanna International Group
Pennsylvania
– – -27,536 Closed
CFO
242
CVA Family Office
Colorado
– – -17,000 Closed
JWCA
243
J.W. Cole Advisors
Florida
– – -10,631 Closed
Bessemer Group
244
Bessemer Group
New Jersey
– – -7,952 Closed
DMC
245
Drexel Morgan & Co
Pennsylvania
– – -6,725 Closed
MSA
246
Marino Stram & Associates
Massachusetts
– – -5,100 Closed
AIC
247
Ameritas Investment Company
Nebraska
– – -2,351 Closed
AWA
248
Arkadios Wealth Advisors
Georgia
– – -305 Closed
6 7 8 9
10