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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

237 hedge funds and large institutions have $1.81B invested in JPMorgan Equity Premium Income ETF in 2021 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 126 increasing their positions, 12 reducing their positions, and 10 closing their positions.

Holders
237
Holders Change
+79
Holders Change %
+50%
% of All Funds
4.16%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
89
Increased
126
Reduced
12
Closed
10
Calls
$994K
Puts
$10.1M
Net Calls
-$9.15M
Net Calls Change
-$3.62M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$825M
2
Bank of America
2
Bank of America
North Carolina
$74.3M
3
RIG
3
RiverFront Investment Group
Virginia
$89.3M
4
Wells Fargo
4
Wells Fargo
California
$48.5M
5
GI
5
Gradient Investments
Minnesota
$40.2M

Top Sellers

1
CSPAM
1
Cary Street Partners Asset Management
Virginia
$0
2
OMC
2
Old Mission Capital
Illinois
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
DIM
4
Delta Investment Management
California
$6.29M
5
CFO
5
CVA Family Office
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$6.66M 111,798 +71,968 +181%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$6.62M 111,099 +108,586 +4,321%
NEIRG
28
New England Investment & Retirement Group
Massachusetts
$6.48M 108,737 -1,951 -2%
DIM
29
Delta Investment Management
California
$6.29M 105,572 -27,248 -21%
ACG
30
Allen Capital Group
Nebraska
$5.59M 93,765 +35,496 +61%
CB
31
Community Bank
New York
$5.55M 93,135 -135 -0.1%
BWG
32
Beta Wealth Group
California
$5.35M 89,760 +2,349 +3%
DAM
33
Derbend Asset Management
Georgia
$5.31M 89,147 +89,147 New
MOS
34
MGO One Seven
Ohio
$4.8M 77,501 +38,329 +98%
Stifel Financial
35
Stifel Financial
Missouri
$4.78M 80,165 +59,199 +282%
BOPW
36
Brandywine Oak Private Wealth
Pennsylvania
$4.73M 1,078 +1,078 New
CAWM
37
Capital Advisors Wealth Management
Washington
$4.73M 79,264 +79,264 New
KAS
38
Kestra Advisory Services
Texas
$4.69M 78,739 +36,810 +88%
CAG
39
Curtis Advisory Group
California
$4.62M 77,523 -1,227 -2%
CAL
40
Capital Analysts LLC
Pennsylvania
$4.47M 74,906 +16,656 +29%
FANJ
41
Financial Architects (New Jersey)
New Jersey
$4.4M 73,786 +44,537 +152%
CRWM
42
Castle Rock Wealth Management
California
$3.96M 64,559 +5,462 +9%
BCI
43
Brinker Capital Investments
Pennsylvania
$3.66M 61,350 +988 +2%
PAA
44
Peregrine Asset Advisers
Oregon
$3.61M 60,527 +2,937 +5%
KWM
45
Kingsview Wealth Management
Oregon
$3.52M 58,960 +52,493 +812%
CTC
46
Central Trust Company
Missouri
$3.21M 53,782 +52,612 +4,497%
DAS
47
Dynamic Advisor Solutions
Arizona
$3.12M 52,357 +15,506 +42%
LPL Financial
48
LPL Financial
California
$3.06M 51,386 +28,944 +129%
EP
49
Eudaimonia Partners
Tennessee
$3.02M 50,686 +27,353 +117%
MIC
50
Means Investment Company
Maine
$2.92M 48,951 +45,221 +1,212%
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