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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 %
CT
276
Cambridge Trust
Massachusetts
$428K -$3.44K -56 -0.8%
SFP
277
Sandbox Financial Partners
Maryland
$426K +$131K +2,129 +44%
SWM
278
Stockman Wealth Management
Montana
$415K +$15.3K +250 +4%
UBS Group
279
UBS Group
Switzerland
$413K +$410K +6,669 +11,909%
IIA
280
IPG Investment Advisors
California
$400K +$64.5K +1,050 +19%
HFS
281
Howard Financial Services
Texas
$399K +$399K +6,492 New
IA
282
IAM Advisory
Pennsylvania
$389K -$63.6K -1,037 -14%
VCM
283
Virtue Capital Management
Tennessee
$384K -$26.9K -438 -7%
WMP
284
Wealth Management Partners
Arizona
$377K -$62.8K -1,000 -14%
PAG
285
Private Advisor Group
New Jersey
$375K +$375K +6,100 New
CG
286
Colony Group
Massachusetts
$373K +$373K +6,077 New
EWM
287
EPG Wealth Management
Georgia
$368K +$240K +3,904 +187%
RWM
288
RBA Wealth Management
California
$360K +$23.6K +384 +7%
IWN
289
Independent Wealth Network
Iowa
$359K -$920 -15 -0.3%
AG
290
Ascent Group
Virginia
$355K – – –
BAM
291
Belpointe Asset Management
Nevada
$344K +$62.3K +1,016 +22%
YWP
292
YorkBridge Wealth Partners
New York
$338K – – –
TIA
293
Tiemann Investment Advisors
California
$333K +$3.07K +50 +0.9%
KA
294
Kovack Advisors
Florida
$332K +$21.6K +353 +7%
TW
295
TrinityPoint Wealth
Connecticut
$331K +$331K +5,394 New
Wealthfront Advisers
296
Wealthfront Advisers
California
$329K +$329K +5,357 New
FNBOMD
297
First National Bank of Mount Dora
Florida
$323K +$323K +5,253 New
FHC
298
First Heartland Consultants
Missouri
$319K +$319K +5,201 New
CFG
299
Citizens Financial Group
Rhode Island
$318K +$318K +5,181 New
PA
300
Pinnacle Associates
New York
$313K +$313K +5,100 New
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12
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