JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

525 hedge funds and large institutions have $5.99B invested in JPMorgan Equity Premium Income ETF in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 312 increasing their positions, 79 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+66
Holders Change %
+14.38%
% of All Funds
9.08%
Holding in Top 10
66
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+60.98%
% of All Funds
1.14%
New
102
Increased
312
Reduced
79
Closed
34
Calls
$13M
Puts
$8.49M
Net Calls
+$4.53M
Net Calls Change
+$2.34M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$732M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$987M
3
Morgan Stanley
Morgan Stanley
New York
$851M
4
Wells Fargo
Wells Fargo
California
$370M
5
Franklin Resources
Franklin Resources
California
$78.6M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$48.6M
2
RJA
Raymond James & Associates
Florida
$37.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$100M
4
Jane Street
Jane Street
New York
$0
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
426
Argent Trust Co
Tennessee
$246K +$246K +4,790 New
IIA
427
IPG Investment Advisors
California
$243K +$243K +4,745 New
SFS
428
Security Financial Services
Indiana
$241K +$241K +4,700 New
GRP
429
Global Retirement Partners
California
$240K -$823K -15,049 -77%
WWA
430
WCG Wealth Advisors
Nevada
$240K +$240K +4,680 New
SIM
431
Stratos Investment Management
Ohio
$239K – – –
CC
432
Courier Capital
New York
$237K +$237K +4,620 New
SSWM
433
Sheets Smith Wealth Management
North Carolina
$237K +$237K +4,620 New
PFGIA
434
Patriot Financial Group Insurance Agency
Massachusetts
$235K +$226K +4,400 +2,418%
JSL
435
JT Stratford LLC
Georgia
$232K +$29.3K +572 +14%
REMPR
436
Roof Eidam Maycock Peralta (REMP)
California
$231K – – –
SW
437
SkyOak Wealth
Michigan
$231K +$231K +4,500 New
BA
438
Bellwether Advisors
Nebraska
$229K +$229K +4,485 New
Bank of New York Mellon
439
Bank of New York Mellon
New York
$226K +$226K +4,416 New
GKWIM
440
Gerber Kawasaki Wealth & Investment Management
California
$222K +$222K +4,351 New
APA
441
Astoria Portfolio Advisors
New York
$217K +$217K +4,226 New
Lido Advisors
442
Lido Advisors
California
$214K -$42.6K -831 -17%
MCM
443
MAI Capital Management
Ohio
$212K +$212K +4,133 New
SIM
444
Seaview Investment Managers
Florida
$210K +$210K +4,099 New
CF
445
Copperwynd Financial
Arizona
$207K +$207K +4,039 New
BB
446
Bell Bank
North Dakota
$206K +$206K +4,022 New
SCP
447
Syntal Capital Partners
Texas
$206K +$206K +4,031 New
RPGK
448
Retirement Planning Group (Kansas)
Kansas
$204K +$204K +3,980 New
MMA
449
Miracle Mile Advisors
California
$204K +$204K +3,989 New
PAG
450
Private Advisor Group
New Jersey
$203K -$1.98M -38,654 -91%
16 17
18
19 20