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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 %
LI
251
LVZ Inc
Michigan
$960K +$9.93K +179 +1%
CG
252
Caprock Group
Idaho
$944K +$760K +13,704 +413%
HA
253
Herold Advisors
New York
$937K +$83.6K +1,507 +10%
TP
254
Tranquility Partners
Tennessee
$928K +$291K +5,252 +46%
RRA
255
Round Rock Advisors
Connecticut
$883K +$35.4K +638 +4%
CWA
256
Clarity Wealth Advisors
California
$871K +$355K +6,400 +69%
CIBC World Market
257
CIBC World Market
Ontario, Canada
$840K +$208K +3,749 +33%
PFA
258
Peak Financial Advisors
Colorado
$835K +$319K +5,746 +62%
UBS Group
259
UBS Group
Switzerland
$835K +$462K +8,326 +124%
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$834K +$834K +15,038 New
BWM
261
Baystate Wealth Management
Massachusetts
$832K +$198K +3,573 +31%
EL
262
EMFO LLC
Florida
$832K +$333K +6,000 +67%
ATPW
263
Ashton Thomas Private Wealth
Arizona
$826K +$633K +11,413 +327%
PFA
264
Plotkin Financial Advisors
Maryland
$824K +$400K +7,216 +94%
MWA
265
Moser Wealth Advisors
Washington
$811K +$273K +4,930 +51%
KF
266
Krilogy Financial
Missouri
$799K +$13.5K +243 +2%
MA
267
Modus Advisors
Minnesota
$783K +$131K +2,365 +20%
FCA
268
FinTrust Capital Advisors
South Carolina
$773K +$773K +13,760 New
PGAM
269
Princeton Global Asset Management
New Jersey
$765K +$252K +4,552 +49%
F
270
F3Logic
Minnesota
$751K +$232K +4,177 +45%
BWA
271
Beam Wealth Advisors
Louisiana
$750K +$67.6K +1,218 +10%
AWS
272
AJ Wealth Strategies
New York
$744K +$744K +13,426 New
NRI
273
NFP Retirement Inc
California
$732K +$732K +13,201 New
SIAP
274
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$730K +$655K +11,823 +876%
AMM
275
American Money Management
California
$722K +$113K +2,044 +19%
9 10
11
12 13