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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 %
ACA
51
Atlas Capital Advisors
Wyoming
$450K 7,742 +7,742 New
AWM
52
AE Wealth Management
Kansas
$426K 7,334 +7,334 New
MOS
53
MGO One Seven
Ohio
$401K 6,900 +6,900 New
OPS
54
Orion Portfolio Solutions
Nebraska
$388K 6,674 +6,674 New
KPWS
55
Kestra Private Wealth Services
Texas
$372K 6,398 +6,398 New
IAIM
56
International Assets Investment Management
Florida
$361K 7,717 +7,717 New
AFG
57
Alterity Financial Group
Maine
$353K 5,755 +5,755 New
JWCA
58
J.W. Cole Advisors
Florida
$340K 5,844 +5,844 New
ACM
59
Ategra Capital Management
Virginia
$336K 5,775 +1,067 +23%
NFG
60
Next Financial Group
Texas
$327K 5,634 +5,634 New
YWP
61
YorkBridge Wealth Partners
New York
$296K 5,100 +5,100 New
RJFSA
62
Raymond James Financial Services Advisors
Florida
$284K 4,890 +4,890 New
CAN
63
Cetera Advisor Networks
California
$283K 4,861 +4,861 New
MA
64
Modus Advisors
Minnesota
$270K 4,642 +4,642 New
IA
65
IAM Advisory
Pennsylvania
$266K 4,494 +74 +2%
MP
66
McDonald Partners
Ohio
$264K 4,535 +4,535 New
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$256K 4,403 +4,403 New
RAM
68
Redmond Asset Management
Virginia
$251K 4,325 – –
TP
69
Tranquility Partners
Tennessee
$235K 4,038 +35 +0.9%
IAN
70
Integrated Advisors Network
Texas
$223K 3,835 – –
SPC
71
Sigma Planning Corp
Michigan
$216K 3,718 +3,718 New
HCM
72
Highlander Capital Management
New Jersey
$209K 3,600 +3,600 New
AWE
73
Avidian Wealth Enterprises
Texas
$209K 3,600 +3,600 New
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
$192K 3,300 +3,300 New
EP
75
Eudaimonia Partners
Tennessee
$191K 3,288 +3,288 New
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3
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