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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

334 hedge funds and large institutions have $3.19B invested in JPMorgan Equity Premium Income ETF in 2021 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 176 increasing their positions, 23 reducing their positions, and 14 closing their positions.

Holders
334
Holders Change
+97
Holders Change %
+40.93%
% of All Funds
5.16%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.31%
New
115
Increased
176
Reduced
23
Closed
14
Calls
$3.07M
Puts
$6.09M
Net Calls
-$3.02M
Net Calls Change
+$6.12M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.24B
2
Morgan Stanley
2
Morgan Stanley
New York
$144M
3
Bank of America
3
Bank of America
North Carolina
$185M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$120M
5
Wells Fargo
5
Wells Fargo
California
$116M

Top Sellers

1
Citigroup
1
Citigroup
New York
$0
2
BCM
2
Brookstone Capital Management
Illinois
$688K
3
FWP
3
FAS Wealth Partners
Kansas
$133K
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.09M
5
MP
5
McDonald Partners
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$12.5M 198,299 +150,632 +316%
CSPIA
27
Cary Street Partners Investment Advisory
Virginia
$12.1M 191,281 +15,040 +9%
DIM
28
Delta Investment Management
California
$10.5M 166,751 +61,179 +58%
ACM
29
Avalon Capital Management
California
$10.2M 162,057 +5,522 +4%
BOPW
30
Brandywine Oak Private Wealth
Pennsylvania
$10M 152,286 +151,208 +14,027%
CSPAM
31
Cary Street Partners Asset Management
Virginia
$9.95M 157,440 +157,440 New
Stifel Financial
32
Stifel Financial
Missouri
$9.87M 156,218 +76,053 +95%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$9.76M 154,399 +43,300 +39%
NA
34
Nottingham Advisors
New York
$9.76M 154,584 +2,473 +2%
GWA
35
GGM Wealth Advisors
Maryland
$8.99M 143,754 +2,982 +2%
HCM
36
Hudson Capital Management
New Jersey
$8.83M 139,705 +111,925 +403%
AWM
37
Axxcess Wealth Management
California
$8.8M 139,299 +139,299 New
PP
38
Patten & Patten
Tennessee
$8.78M 138,900 +138,900 New
NWM
39
NEIRG Wealth Management
Massachusetts
$8.64M 136,745 +136,745 New
SWM
40
Spire Wealth Management
Virginia
$8.18M 129,428 +15,566 +14%
JIP
41
Jaffetilchin Investment Partners
Florida
$7.82M 123,703 +123,703 New
CAWM
42
Capital Advisors Wealth Management
Washington
$7.8M 123,489 +44,225 +56%
ACG
43
Allen Capital Group
Nebraska
$7.68M 121,588 +27,823 +30%
KAS
44
Kestra Advisory Services
Texas
$6.85M 108,345 +29,606 +38%
ZIMP
45
Zimmermann Investment Management & Planning
Pennsylvania
$6.75M 106,880 +106,880 New
DAM
46
Derbend Asset Management
Georgia
$6.28M 99,318 +10,171 +11%
CTC
47
Central Trust Company
Missouri
$6.27M 99,209 +45,427 +84%
EBWM
48
Eagle Bluffs Wealth Management
Missouri
$6.11M 96,655 +96,655 New
Citadel Advisors
49
Citadel Advisors
Florida
$6.09M 96,368 -15,430 -14%
LSPW
50
Lake Street Private Wealth
Illinois
$6.09M 96,317 +54,087 +128%
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