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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 %
CWA
251
Clarity Wealth Advisors
California
$571K +$350K +5,703 +158%
PGAM
252
Princeton Global Asset Management
New Jersey
$568K +$568K +9,249 New
IAP
253
Indie Asset Partners
Indiana
$566K -$79.8K -1,300 -12%
WCFA
254
Walkner Condon Financial Advisors
Wisconsin
$562K +$562K +9,159 New
SC
255
Scotia Capital
Ontario, Canada
$560K -$2.43M -39,633 -81%
SB
256
Strategic Blueprint
Georgia
$555K -$96.4K -1,570 -15%
EL
257
EMFO LLC
Florida
$553K +$277K +4,500 +100%
William Blair & Company
258
William Blair & Company
Illinois
$547K +$54K +878 +11%
PFP
259
Paragon Financial Partners
California
$539K +$52.1K +848 +11%
PPWM
260
Paragon Private Wealth Management
Kentucky
$526K +$9.64K +167 +2%
PCM
261
Parsons Capital Management
Rhode Island
$508K +$103K +1,685 +26%
CCFM
262
Clear Creek Financial Management
Washington
$508K +$155K +2,525 +44%
IC
263
Inverness Counsel
New York
$496K – – –
SAM
264
Seelaus Asset Management
New Jersey
$492K +$18.4K +300 +4%
ACM
265
Ategra Capital Management
Virginia
$490K – – –
Cerity Partners
266
Cerity Partners
New York
$488K +$70K +1,139 +17%
NL
267
NWAM LLC
Washington
$481K +$481K +7,827 New
PFA
268
Plotkin Financial Advisors
Maryland
$469K +$161K +2,618 +52%
ASN
269
Advisory Services Network
Georgia
$469K +$196K +3,195 +72%
ANTB
270
AMG National Trust Bank
Colorado
$468K +$173K +2,815 +58%
VWM
271
Vigilare Wealth Management
Arizona
$457K +$457K +7,450 New
SWM
272
Silverlake Wealth Management
Vermont
$448K +$105K +1,717 +31%
LTI
273
Laffer Tengler Investments
Tennessee
$440K +$440K +7,160 New
CWM
274
C2C Wealth Management
Arizona
$437K +$437K +7,034 New
WWM
275
Windsor Wealth Management
Indiana
$429K +$429K +6,949 New
9 10
11
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