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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

93 hedge funds and large institutions have $540M invested in JPMorgan Equity Premium Income ETF in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
93
Holders Change
+51
Holders Change %
+121.43%
% of All Funds
1.64%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
54
Increased
25
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$337M
2
CA
2
Cornerstone Advisory
Maryland
$41M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$22.5M
4
NA
4
Nottingham Advisors
New York
$6.7M
5
SWM
5
Spire Wealth Management
Virginia
$5.44M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$3.36M
2
AWA
2
Arete Wealth Advisors
Illinois
$897K
3
MA
3
MJP Associates
Connecticut
$952K
4
3AM
4
3EDGE Asset Management
Florida
$549K
5
NWA
5
Navis Wealth Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.64M 28,139 +28,139 New
HC
27
Hourglass Capital
Texas
$1.45M 25,000 +25,000 New
NCM
28
Nelson Capital Management
California
$1.31M 22,496 +22,496 New
CF
29
Centaurus Financial
California
$1.29M 22,177 +22,177 New
DA
30
Detalus Advisors
Missouri
$1.25M 21,497 +3,725 +21%
DMC
31
Drexel Morgan & Co
Pennsylvania
$1.16M 19,865 – –
CIA
32
Capital Investment Advisors
Georgia
$1.02M 17,543 +17,543 New
CA
33
Cambridge Advisors
Nebraska
$1M 17,236 +9,113 +112%
MA
34
MJP Associates
Connecticut
$952K 16,375 -12,511 -43%
EIP
35
Ellis Investment Partners
Pennsylvania
$950K 16,340 +1,137 +7%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$939K 16,172 +16,172 New
KAS
37
Kestra Advisory Services
Texas
$921K 15,850 +15,850 New
AWA
38
Arete Wealth Advisors
Illinois
$897K 15,436 -12,915 -46%
AFM
39
Andesa Financial Management
Pennsylvania
$876K 15,068 +6,953 +86%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$836K 14,392 +14,392 New
CA
41
Cetera Advisors
Colorado
$801K 13,773 +13,773 New
CFGS
42
Concourse Financial Group Securities
Alabama
$788K 13,552 -81 -0.6%
CRWM
43
Castle Rock Wealth Management
California
$693K 11,746 -1,462 -11%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$683K 11,754 +11,754 New
SSB
45
Sandy Spring Bank
Maryland
$613K 10,555 +10,555 New
BAM
46
Bruderman Asset Management
New York
$556K 9,565 +9,565 New
3AM
47
3EDGE Asset Management
Florida
$549K 9,444 -2,645 -22%
HighTower Advisors
48
HighTower Advisors
Illinois
$531K 9,145 +9,145 New
CA
49
Corrado Advisors
New Jersey
$504K 8,665 +4,665 +117%
BA
50
Bridge Advisory
California
$458K 7,875 +7,875 New
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