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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

392 hedge funds and large institutions have $3.9B invested in JPMorgan Equity Premium Income ETF in 2022 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 221 increasing their positions, 53 reducing their positions, and 20 closing their positions.

Holders
392
Holders Change
+58
Holders Change %
+17.37%
% of All Funds
6.2%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.36%
New
85
Increased
221
Reduced
53
Closed
20
Calls
$5.44M
Puts
$5.93M
Net Calls
-$488K
Net Calls Change
+$2.54M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$410M
2
Bank of America
2
Bank of America
North Carolina
$360M
3
Wells Fargo
3
Wells Fargo
California
$187M
4
RA
4
Rational Advisors
New York
$56.5M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$73.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$983M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$1.01M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$94.1M
4
BOPW
4
Brandywine Oak Private Wealth
Pennsylvania
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
26
Integrated Advisors Network
Texas
$15.5M +$1.28M +20,900 +9%
CAN
27
Cetera Advisor Networks
California
$14.8M +$2.03M +33,062 +16%
DBT
28
Dubuque Bank & Trust
Iowa
$14.7M +$14.7M +239,478 New
HighTower Advisors
29
HighTower Advisors
Illinois
$14.3M +$2.13M +34,693 +17%
CIA
30
Capital Investment Advisors
Georgia
$13.4M -$1.28M -20,861 -9%
ARG
31
Advisory Resource Group
Oklahoma
$13.3M +$293K +4,772 +2%
CAWM
32
Capital Advisors Wealth Management
Washington
$13M +$5.46M +88,891 +72%
CSPIA
33
Cary Street Partners Investment Advisory
Virginia
$12.8M +$1.07M +17,496 +9%
NWM
34
NEIRG Wealth Management
Massachusetts
$11.9M +$3.53M +57,536 +42%
CSPAM
35
Cary Street Partners Asset Management
Virginia
$11.5M +$1.84M +29,906 +19%
BFG
36
Bouchey Financial Group
New York
$11.4M +$11.4M +185,716 New
RPSA
37
Richard P. Slaughter Associates
Texas
$10.5M -$1.85M -30,165 -15%
AWS
38
Atria Wealth Solutions
New York
$10.5M +$10.5M +170,212 New
MML Investors Services
39
MML Investors Services
Massachusetts
$9.99M +$7.25M +118,055 +264%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$9.99M +$4.69M +76,456 +89%
HCM
41
Hudson Capital Management
New Jersey
$9.94M +$1.36M +22,199 +16%
PP
42
Patten & Patten
Tennessee
$9.91M +$1.38M +22,455 +16%
BCM
43
Brookstone Capital Management
Illinois
$9.75M +$9.08M +148,010 +1,347%
CFA
44
Camarda Financial Advisors
Florida
$9.68M +$9.68M +157,673 New
SPIA
45
Steward Partners Investment Advisory
New York
$9.59M +$4.43M +72,129 +86%
NA
46
Nottingham Advisors
New York
$9.53M +$35.4K +577 +0.4%
ACM
47
Avalon Capital Management
California
$9.36M -$139K -2,369 -1%
KAS
48
Kestra Advisory Services
Texas
$9.35M +$2.69M +43,881 +41%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$9.26M +$4.46M +72,589 +93%
SWM
50
Spire Wealth Management
Virginia
$9.1M +$1.1M +17,860 +14%
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