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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 %
HCP
451
Hexagon Capital Partners
Arkansas
$3K – – –
HNB
452
Huntington National Bank
Ohio
$3K – – –
TRCT
453
Tower Research Capital (TRC)
New York
$2K -$69.7K -976 -97%
GLLW
454
Graves Light Lenhart Wealth
Virginia
$2K – – –
CWP
455
Concord Wealth Partners
Virginia
$1K +$83 +1 +9%
HR
456
Howe & Rusling
New York
$1K +$1K +20 New
TWA
457
TCI Wealth Advisors
Arizona
$1K +$1K +26 New
VVP
458
Venture Visionary Partners
Ohio
$998 +$998 +18 New
AR
459
Apeiron RIA
Texas
$95 +$25 +4,547 +36%
Bank of Montreal
460
Bank of Montreal
Ontario, Canada
$16 – – –
CFA
461
Camarda Financial Advisors
Florida
– -$9.68M -157,673 Closed
FANJ
462
Financial Architects (New Jersey)
New Jersey
– -$7.18M -116,950 Closed
PAA
463
Peregrine Asset Advisers
Oregon
– -$3.68M -59,980 Closed
CAM
464
Concorde Asset Management
Michigan
– -$2.64M -43,009 Closed
PAG
465
Paladin Advisory Group
Iowa
– -$1.98M -32,440 Closed
HSA
466
HBK Sorce Advisory
Pennsylvania
– -$1.9M -30,943 Closed
SWA
467
Stratos Wealth Advisors
Ohio
– -$1.19M -19,369 Closed
SS
468
Sunbelt Securities
Texas
– -$874K -14,190 Closed
AWE
469
Avidian Wealth Enterprises
Texas
– -$585K -9,520 Closed
IIA
470
IPG Investment Advisors
California
– -$400K -6,515 Closed
YWP
471
YorkBridge Wealth Partners
New York
– -$338K -5,500 Closed
FNBOMD
472
First National Bank of Mount Dora
Florida
– -$323K -5,253 Closed
FSA
473
Financial Sense Advisors
California
– -$291K -4,737 Closed
E
474
ETFidea
New York
– -$255K -4,160 Closed
TI
475
Trexquant Investment
Connecticut
– -$240K -3,911 Closed
16 17 18
19
20