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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

459 hedge funds and large institutions have $5.04B invested in JPMorgan Equity Premium Income ETF in 2022 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 276 increasing their positions, 52 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+67
Holders Change %
+17.09%
% of All Funds
7.76%
Holding in Top 10
41
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+78.26%
% of All Funds
0.69%
New
99
Increased
276
Reduced
52
Closed
29
Calls
$8.04M
Puts
$5.85M
Net Calls
+$2.19M
Net Calls Change
+$2.68M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$366M
2
Bank of America
Bank of America
North Carolina
+$241M
3
Wells Fargo
Wells Fargo
California
+$78.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$71.7M
5
RIG
RiverFront Investment Group
Virginia
+$70.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$14.7M
2
IAN
Integrated Advisors Network
Texas
-$11.2M
3
CFA
Camarda Financial Advisors
Florida
-$9.68M
4
CA
Cornerstone Advisory
Maryland
-$8.59M
5
FANJ
Financial Architects (New Jersey)
New Jersey
-$7.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
226
Strategic Blueprint
Georgia
$1.21M +$707K +12,739 +141%
MP
227
McDonald Partners
Ohio
$1.2M +$195K +3,520 +19%
RCA
228
Reitz Capital Advisors
Michigan
$1.18M +$1.18M +21,335 New
HTC
229
Haverford Trust Company
Pennsylvania
$1.17M +$13.1K +237 +1%
WOSD
230
WFA of San Diego
California
$1.17M +$79.2K +1,428 +7%
WWM
231
Windsor Wealth Management
Indiana
$1.14M +$759K +13,683 +197%
RAM
232
Redmond Asset Management
Virginia
$1.14M +$59.4K +1,072 +6%
AWM
233
AE Wealth Management
Kansas
$1.13M +$60.1K +1,084 +6%
MCA
234
MSH Capital Advisors
Arizona
$1.13M +$193K +3,475 +21%
APW
235
Aurora Private Wealth
New Jersey
$1.12M +$114K +2,052 +11%
FF
236
FourThought Financial
Florida
$1.11M +$483K +8,712 +77%
GRP
237
Global Retirement Partners
California
$1.08M -$21.6K -390 -2%
AWM
238
Accel Wealth Management
Iowa
$1.06M – – –
WCFA
239
Walkner Condon Financial Advisors
Wisconsin
$1.06M +$552K +9,951 +109%
ACI
240
Alpha Cubed Investments
California
$1.05M -$59.2K -1,067 -5%
SMC
241
Smith, Moore & Co
Missouri
$1.05M +$55.8K +1,006 +6%
FPB
242
First PREMIER Bank
South Dakota
$1.03M +$214K +3,860 +26%
PNC Financial Services Group
243
PNC Financial Services Group
Pennsylvania
$1.02M -$11.1K -200 -1%
ASN
244
Advisory Services Network
Georgia
$1.01M +$589K +10,629 +139%
RIA
245
Regal Investment Advisors
Michigan
$1.01M +$423K +7,636 +72%
CFGS
246
Concourse Financial Group Securities
Alabama
$1M +$218K +3,937 +28%
SIG
247
Spinnaker Investment Group
California
$998K +$398K +7,179 +66%
LFGH
248
Lee Financial Group Hawaii
Hawaii
$990K +$541K +9,750 +120%
CFO
249
CVA Family Office
Colorado
$987K – – –
VC
250
Vicus Capital
Pennsylvania
$986K +$16.1K +290 +2%
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