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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 %
FPS
351
Fieldpoint Private Securities
Connecticut
$80K +$80K +1,310 New
FWA
352
FSC Wealth Advisors
New York
$78K -$4.34K -71 -5%
OIA
353
Optimum Investment Advisors
Illinois
$68K – – –
AWMS
354
Advocacy Wealth Management Services
Georgia
$63K – – –
TRCT
355
Tower Research Capital (TRC)
New York
$62K -$561K -9,078 -90%
MA
356
Montag & Associates
Georgia
$57K – – –
HI
357
Hudock Inc
Pennsylvania
$53K +$305 +5 +0.6%
SAM
358
Strategic Asset Management
Minnesota
$53K +$14.4K +236 +37%
AAP
359
Arax Advisory Partners
Colorado
$52K +$52K +850 New
BBPWM
360
Blue Bell Private Wealth Management
Pennsylvania
$51K – – –
CLOS
361
Compagnie Lombard Odier SCmA
Switzerland
$50K – – –
US Bancorp
362
US Bancorp
Minnesota
$37K – – –
AC
363
Asio Capital
Kentucky
$37K +$5.24K +85 +17%
BFEC
364
Benjamin F. Edwards & Company
Missouri
$37K +$31K +503 +513%
ZIG
365
Zullo Investment Group
Pennsylvania
$34K -$18.5K -300 -35%
Carson Wealth (CWM LLC)
366
Carson Wealth (CWM LLC)
Nebraska
$32K +$21.4K +345 +202%
ST
367
Smithfield Trust
Pennsylvania
$27K -$63 -1 -0.2%
KPCM
368
Kings Point Capital Management
New York
$25K – – –
TPCW
369
TD Private Client Wealth
New York
$20.3K +$20.3K +331 New
NFSG
370
Newbridge Financial Services Group
Florida
$20K – – –
Fifth Third Bancorp
371
Fifth Third Bancorp
Ohio
$18K – – –
Bank of Montreal
372
Bank of Montreal
Ontario, Canada
$18K +$1.86K +30 +12%
SBL
373
Sargent Bickham Lagudis
Colorado
$18K +$8.88K +150 +97%
LWP
374
Laurel Wealth Planning
Minnesota
$17K +$17K +275 New
CAGAS
375
Capital Advisory Group Advisory Services
Minnesota
$16K +$16K +253 New
13 14
15
16 17