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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

392 hedge funds and large institutions have $3.9B invested in JPMorgan Equity Premium Income ETF in 2022 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 221 increasing their positions, 53 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+58
Holders Change %
+17.37%
% of All Funds
6.2%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.36%
New
85
Increased
221
Reduced
53
Closed
20
Calls
$5.44M
Puts
$5.93M
Net Calls
-$488K
Net Calls Change
+$2.54M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$410M
2
Bank of America
2
Bank of America
North Carolina
$360M
3
Wells Fargo
3
Wells Fargo
California
$187M
4
RA
4
Rational Advisors
New York
$56.5M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$73.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$983M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$1.01M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$94.1M
4
BOPW
4
Brandywine Oak Private Wealth
Pennsylvania
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
226
Modus Advisors
Minnesota
$722K +$7.92K +129 +1%
SF
227
Synovus Financial
Georgia
$714K +$714K +11,626 New
TP
228
Tranquility Partners
Tennessee
$705K +$47.2K +769 +7%
BWM
229
Baystate Wealth Management
Massachusetts
$702K -$29.5K -480 -4%
CIBC World Market
230
CIBC World Market
Ontario, Canada
$700K +$128K +2,080 +22%
BWM
231
BlackDiamond Wealth Management
New York
$694K -$34.9K -569 -5%
FF
232
FourThought Financial
Florida
$694K +$688K +11,181 +11,181%
AMM
233
American Money Management
California
$674K +$68.3K +1,112 +11%
SIG
234
Spinnaker Investment Group
California
$667K -$49.6K -804 -7%
IAS
235
Investment Advisory Services
Texas
$662K +$166K +2,695 +33%
EFS
236
Essex Financial Services
Connecticut
$653K +$264K +4,293 +68%
RIA
237
Regal Investment Advisors
Michigan
$650K +$113K +1,848 +21%
State Farm Mutual Automobile Insurance
238
State Farm Mutual Automobile Insurance
Illinois
$632K – – –
BTWM
239
Baker Tilly Wealth Management
Wisconsin
$632K +$123K +2,000 +24%
MWA
240
Moser Wealth Advisors
Washington
$596K +$596K +9,700 New
ACA
241
Aptus Capital Advisors
Alabama
$594K +$188K +3,066 +46%
FFG
242
Fortem Financial Group
California
$592K +$189K +3,069 +47%
WA
243
WESPAC Advisors
California
$588K +$29.8K +485 +5%
SW
244
SlateStone Wealth
Florida
$587K +$587K +9,558 New
AWE
245
Avidian Wealth Enterprises
Texas
$585K -$86.3K -1,405 -13%
OPS
246
Orion Portfolio Solutions
Nebraska
$583K -$8.72K -142 -1%
CMS
247
Capital Market Strategies
Florida
$576K +$50K +814 +10%
F
248
F3Logic
Minnesota
$575K +$85.1K +1,386 +17%
FCI
249
Financial Counselors Inc
Kansas
$573K +$573K +9,330 New
PFA
250
Peak Financial Advisors
Colorado
$572K +$572K +9,308 New
8 9
10
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