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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 %
AF
426
Allworth Financial
California
$24K +$24K +428 New
GTAM
427
Global Trust Asset Management
Florida
$23K -$51.1K -917 -69%
BBHC
428
Brown Brothers Harriman & Co
New York
$23K +$23K +415 New
ZIG
429
Zullo Investment Group
Pennsylvania
$19K -$10.9K -200 -36%
RMC
430
Resources Management Corp
Connecticut
$19K +$19K +350 New
Fifth Third Bancorp
431
Fifth Third Bancorp
Ohio
$17K – – –
SWM
432
Sugarloaf Wealth Management
Georgia
$16K +$16K +292 New
UB
433
UMB Bank
Missouri
$15K +$15K +265 New
CWA
434
Clearview Wealth Advisors
Oregon
$14K – – –
FM
435
Family Management
New York
$14K +$14K +250 New
AWM
436
Avior Wealth Management
Nebraska
$13K – – –
MSFP
437
Mark Sheptoff Financial Planning
Connecticut
$13K +$13K +230 New
WA
438
Win Advisors
Florida
$13K +$13K +235 New
ADL
439
Asset Dedication LLC
California
$11K – – –
Franklin Resources
440
Franklin Resources
California
$10K – – –
PFGIA
441
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$10K +182 New
RG
442
Retirement Group
California
$9K +$4.5K +85 +100%
VRM
443
Vectors Research Management
New York
$8K +$8K +150 New
TFS
444
TrustCore Financial Services
Tennessee
$6K – – –
FA
445
Faithward Advisors
Pennsylvania
$6K – – –
Fidelity Investments
446
Fidelity Investments
Massachusetts
$6K +$54 +1 +0.9%
CIAS
447
Capital Investment Advisory Services
North Carolina
$6K +$6K +101 New
Citigroup
448
Citigroup
New York
$6K +$6K +114 New
BRWM
449
B. Riley Wealth Management
Tennessee
$5.61K +$1.94K +34,903 +53%
TCM
450
Tradewinds Capital Management
Washington
$4K +$4K +74 New
16 17
18
19 20