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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 %
CA
301
Calton & Associates
Florida
$311K +$311K +5,078 New
SXL
302
Summit X LLC
Missouri
$306K +$306K +5,061 New
SCFS
303
S.C. Financial Services
Arizona
$303K +$53.5K +873 +21%
HCM
304
Highlander Capital Management
New Jersey
$298K +$9.22K +150 +3%
PWMAG
305
Pinnacle Wealth Management Advisory Group
New Jersey
$292K +$292K +4,750 New
PCFFS
306
Pacific Center for Financial Services
California
$291K – – –
FSA
307
Financial Sense Advisors
California
$291K +$291K +4,737 New
AAS
308
Ameritas Advisory Services
Nebraska
$290K +$29.3K +477 +11%
HDIM
309
Hanson & Doremus Investment Management
Vermont
$288K +$84.1K +1,371 +41%
CFA
310
Cahill Financial Advisors
Minnesota
$283K +$283K +4,603 New
PCM
311
Penserra Capital Management
California
$271K +$126K +2,050 +86%
Creative Planning
312
Creative Planning
Kansas
$256K +$256K +4,177 New
E
313
ETFidea
New York
$255K +$34.8K +566 +16%
CA
314
Continuum Advisory
Idaho
$253K +$253K +4,321 New
TW
315
Transform Wealth
Colorado
$248K +$248K +4,038 New
SIM
316
Stratos Investment Management
Ohio
$241K – – –
BJL
317
Brighton Jones LLC
Washington
$240K +$27.6K +449 +13%
TI
318
Trexquant Investment
Connecticut
$240K +$240K +3,911 New
TI
319
Tidal Investments
Wisconsin
$239K +$239K +3,898 New
WMA
320
West Michigan Advisors
Michigan
$236K +$29.5K +479 +14%
LS
321
Leelyn Smith
Illinois
$231K +$231K +3,769 New
CM
322
Columbus Macro
Pennsylvania
$224K +$224K +3,649 New
HF
323
HRT Financial
New York
$221K +$221K +3,603 New
BCP
324
Blue Chip Partners
Michigan
$217K – – –
ATPW
325
Ashton Thomas Private Wealth
Arizona
$214K -$66.3K -1,079 -24%
11 12
13
14 15