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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

334 hedge funds and large institutions have $3.19B invested in JPMorgan Equity Premium Income ETF in 2021 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 176 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+97
Holders Change %
+40.93%
% of All Funds
5.16%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.31%
New
115
Increased
176
Reduced
23
Closed
14
Calls
$3.07M
Puts
$6.09M
Net Calls
-$3.02M
Net Calls Change
+$6.12M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.24B
2
Morgan Stanley
Morgan Stanley
New York
$144M
3
Bank of America
Bank of America
North Carolina
$185M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$120M
5
Wells Fargo
Wells Fargo
California
$116M

Top Sellers

1
Citigroup
Citigroup
New York
$0
2
BCM
Brookstone Capital Management
Illinois
$688K
3
FWP
FAS Wealth Partners
Kansas
$133K
4
Citadel Advisors
Citadel Advisors
Florida
$6.09M
5
MP
McDonald Partners
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
251
Ahrens Investment Partners
Louisiana
$296K -$82.2K -1,300 -22%
CWM
252
Congress Wealth Management
Massachusetts
$290K +$290K +4,590 New
BAM
253
Belpointe Asset Management
Nevada
$290K +$290K +4,592 New
SI
254
Stephens Inc
Arkansas
$289K +$289K +4,567 New
ATPW
255
Ashton Thomas Private Wealth
Arizona
$289K +$289K +4,568 New
EL
256
EMFO LLC
Florida
$284K – – –
ASN
257
Advisory Services Network
Georgia
$281K +$49.6K +786 +21%
Simplex Trading
258
Simplex Trading
Illinois
$271K +$190K +3,010 +234%
AAS
259
Ameritas Advisory Services
Nebraska
$268K +$268K +4,245 New
JF
260
JSF Financial
California
$267K +$267K +4,230 New
SCFS
261
S.C. Financial Services
Arizona
$254K +$254K +4,068 New
QCM
262
Quest Capital Management
Texas
$253K +$253K +3,996 New
SIM
263
Stratos Investment Management
Ohio
$248K +$248K +3,923 New
EFA
264
Evernest Financial Advisors
Indiana
$233K +$233K +4,156 New
TC
265
TownSquare Capital
Utah
$231K +$231K +3,662 New
E
266
ETFidea
New York
$227K +$227K +3,594 New
NL
267
NVWM LLC
Pennsylvania
$227K -$123K -1,928 -35%
CWA
268
Clarity Wealth Advisors
California
$227K +$227K +3,607 New
BCP
269
Blue Chip Partners
Michigan
$223K +$223K +3,531 New
BJL
270
Brighton Jones LLC
Washington
$219K +$219K +3,460 New
FA
271
FDx Advisors
Illinois
$213K +$213K +3,365 New
WMA
272
West Michigan Advisors
Michigan
$212K +$212K +3,359 New
HDIM
273
Hanson & Doremus Investment Management
Vermont
$210K +$101K +1,597 +92%
CAPTRUST Financial Advisors
274
CAPTRUST Financial Advisors
North Carolina
$208K +$208K +3,268 New
CG
275
Caprock Group
Idaho
$207K +$207K +3,252 New
9 10
11
12 13