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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 %
AF
326
Advisornet Financial
Minnesota
$211K +$91K +1,479 +76%
AIP
327
Ahrens Investment Partners
Louisiana
$209K -$77.7K -1,269 -27%
FMN
328
Financial Management Network
California
$206K +$206K +3,381 New
CG
329
Caprock Group
Idaho
$204K +$4.3K +70 +2%
MWM
330
Minot Wealth Management
Massachusetts
$203K +$203K +3,310 New
FP
331
Financial Perspectives
Minnesota
$201K +$201K +3,271 New
DIA
332
Dana Investment Advisors
Wisconsin
$200K +$200K +3,252 New
AA
333
Ancora Advisors
Ohio
$200K +$200K +3,257 New
WAM
334
Worth Asset Management
Texas
$195K +$195K +3,467 New
NL
335
NVWM LLC
Pennsylvania
$191K -$28.2K -459 -13%
TWC
336
TD Waterhouse Canada
Ontario, Canada
$191K +$17.1K +300 +10%
EW
337
Element Wealth
Mississippi
$149K +$149K +2,431 New
CA
338
Clearstead Advisors
Ohio
$148K +$148K +2,412 New
GT
339
Glenmede Trust
Pennsylvania
$135K – – –
FWP
340
FAS Wealth Partners
Kansas
$132K +$2.28K +37 +2%
S
341
SignatureFD
Georgia
$108K +$100K +1,623 +1,258%
ZB
342
Zions Bancorporation
Utah
$106K +$106K +1,728 New
FMII
343
Farmers & Merchants Investments Inc
Nebraska
$104K +$55.1K +900 +113%
MCC
344
Money Concepts Capital
Florida
$103K +$99.7K +1,631 +3,020%
PA
345
Parallel Advisors
California
$94K – – –
AIC
346
Archer Investment Corporation
Indiana
$92K – – –
TC
347
Trust Company
Kansas
$86K +$86K +1,395 New
KTC
348
Kistler-Tiffany Companies
Pennsylvania
$83K +$185 +3 +0.2%
SIAP
349
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$83K +$18.4K +300 +29%
GTAM
350
Global Trust Asset Management
Florida
$82K -$491K -7,962 -86%
12 13
14
15 16