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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
$736M
2
Bank of America
Bank of America
North Carolina
$566M
3
Wells Fargo
Wells Fargo
California
$247M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$148M
5
RIG
RiverFront Investment Group
Virginia
$214M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$873M
2
IAN
Integrated Advisors Network
Texas
$2.88M
3
CFA
Camarda Financial Advisors
Florida
$0
4
CA
Cornerstone Advisory
Maryland
$59.4M
5
FANJ
Financial Architects (New Jersey)
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BTWM
276
Baker Tilly Wealth Management
Wisconsin
$718K +$147K +2,650 +26%
HFS
277
Howard Financial Services
Texas
$694K +$334K +6,029 +93%
EH
278
Equitable Holdings
New York
$694K +$694K +12,510 New
RWA
279
Redhawk Wealth Advisors
Minnesota
$679K -$233K -4,202 -26%
ACM
280
Ategra Capital Management
Virginia
$653K +$210K +3,786 +47%
US Bancorp
281
US Bancorp
Minnesota
$651K +$617K +11,143 +1,842%
PCM
282
Parsons Capital Management
Rhode Island
$610K +$151K +2,720 +33%
IA
283
IAM Advisory
Pennsylvania
$608K +$256K +4,619 +73%
OPS
284
Orion Portfolio Solutions
Nebraska
$606K +$79.6K +1,435 +15%
VCM
285
Virtue Capital Management
Tennessee
$602K +$255K +4,604 +74%
IC
286
Inverness Counsel
New York
$595K -$496K – –
VWM
287
Vigilare Wealth Management
Arizona
$584K +$171K +3,088 +41%
EFS
288
Econ Financial Services
Pennsylvania
$581K +$581K +10,473 New
TI
289
Truepoint Inc
Ohio
$560K +$560K +10,104 New
William Blair & Company
290
William Blair & Company
Illinois
$559K +$65.7K +1,186 +13%
State Farm Mutual Automobile Insurance
291
State Farm Mutual Automobile Insurance
Illinois
$555K – – –
IAP
292
Indie Asset Partners
Indiana
$553K +$41.6K +750 +8%
NL
293
NWAM LLC
Washington
$551K +$120K +2,173 +28%
TC
294
TownSquare Capital
Utah
$545K -$118K -2,134 -18%
WA
295
WESPAC Advisors
California
$543K +$11.3K +203 +2%
JF
296
JSF Financial
California
$540K -$443K -7,977 -45%
EA
297
Eudaimonia Advisors
Tennessee
$539K +$539K +9,714 New
CT
298
Cambridge Trust
Massachusetts
$536K +$149K +2,694 +39%
CMS
299
Capital Market Strategies
Florida
$530K +$10.3K +185 +2%
MWM
300
Mission Wealth Management
California
$527K +$527K +9,496 New
10 11
12
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