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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.

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
1
Morgan Stanley
New York
$736M
2
Bank of America
2
Bank of America
North Carolina
$566M
3
Wells Fargo
3
Wells Fargo
California
$247M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$148M
5
RIG
5
RiverFront Investment Group
Virginia
$214M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$873M
2
IAN
2
Integrated Advisors Network
Texas
$2.88M
3
CFA
3
Camarda Financial Advisors
Florida
$0
4
CA
4
Cornerstone Advisory
Maryland
$59.4M
5
FANJ
5
Financial Architects (New Jersey)
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
376
BlackDiamond Wealth Management
New York
$225K -$405K -7,269 -64%
TI
377
Tidal Investments
Wisconsin
$225K +$8.77K +158 +4%
JSL
378
JT Stratford LLC
Georgia
$219K +$219K +3,952 New
WMA
379
West Michigan Advisors
Michigan
$218K +$5.64K +102 +3%
DIA
380
Dana Investment Advisors
Wisconsin
$218K +$37.6K +677 +21%
ESB
381
Essex Savings Bank
Connecticut
$215K +$215K +3,873 New
PWP
382
Principle Wealth Partners
Connecticut
$214K +$214K +3,863 New
RSWM
383
Robertson Stephens Wealth Management
California
$213K +$213K +3,845 New
SOS
384
Silver Oak Securities
Tennessee
$212K -$2.33M -41,370 -92%
LS
385
Leelyn Smith
Illinois
$209K – – –
IGWM
386
ICA Group Wealth Management
Colorado
$207K +$207K +3,589 New
Citadel Advisors
387
Citadel Advisors
Florida
$202K -$1.03M -18,555 -84%
CA
388
Crewe Advisors
Utah
$201K +$201K +3,622 New
BCP
389
Blue Chip Partners
Michigan
$196K – – –
HI
390
Hudock Inc
Pennsylvania
$190K +$142K +2,561 +294%
AIP
391
Ahrens Investment Partners
Louisiana
$186K -$2.77K -50 -1%
TWC
392
TD Waterhouse Canada
Ontario, Canada
$179K -$5.54K -100 -3%
NL
393
NVWM LLC
Pennsylvania
$174K +$2.16K +39 +1%
TCWM
394
Total Clarity Wealth Management
Illinois
$171K +$171K +3,091 New
PTC
395
Private Trust Company
Ohio
$165K +$165K +2,976 New
S
396
SignatureFD
Georgia
$160K +$63K +1,137 +65%
WAM
397
Worth Asset Management
Texas
$152K -$39.5K -715 -21%
BTI
398
Blue Trust Inc
Georgia
$144K +$144K +2,340 New
TPCW
399
TD Private Client Wealth
New York
$142K +$123K +2,224 +672%
EW
400
Element Wealth
Mississippi
$139K +$4.32K +78 +3%
14 15
16
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