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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

158 hedge funds and large institutions have $1.03B invested in JPMorgan Equity Premium Income ETF in 2021 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 66 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
158
Holders Change
+65
Holders Change %
+69.89%
% of All Funds
2.76%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
73
Increased
66
Reduced
10
Closed
7
Calls
–
Puts
$5.53M
Net Calls
-$5.53M
Net Calls Change
-$5.53M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$600M
2
RIG
2
RiverFront Investment Group
Virginia
$33.9M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$22.6M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$22.5M
5
CA
5
Cornerstone Advisory
Maryland
$60.6M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$14.8M
2
SFS
2
Sowell Financial Services
Arkansas
$880K
3
DMC
3
Drexel Morgan & Co
Pennsylvania
$407K
4
HC
4
Hourglass Capital
Texas
$909K
5
BAM
5
Bruderman Asset Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
51
Sigma Planning Corp
Michigan
$1.38M 22,857 +19,139 +515%
IAIM
52
International Assets Investment Management
Florida
$1.38M 24,302 +16,585 +215%
LPL Financial
53
LPL Financial
California
$1.36M 22,442 +22,442 New
SW
54
SteelPeak Wealth
California
$1.31M 21,555 +21,555 New
Stifel Financial
55
Stifel Financial
Missouri
$1.27M 20,966 +20,966 New
GWA
56
GGM Wealth Advisors
Maryland
$1.2M 19,535 +19,535 New
CA
57
Cambridge Advisors
Nebraska
$1.15M 18,995 +1,759 +10%
EIP
58
Ellis Investment Partners
Pennsylvania
$1.15M 18,986 +2,646 +16%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$1.15M 18,937 +4,545 +32%
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$1.07M 17,689 +13,286 +302%
NFG
61
Next Financial Group
Texas
$1.04M 17,089 +11,455 +203%
CFO
62
CVA Family Office
Colorado
$1.03M 17,000 +17,000 New
BA
63
Bridge Advisory
California
$996K 16,444 +8,569 +109%
KPWS
64
Kestra Private Wealth Services
Texas
$990K 16,351 +9,953 +156%
ACA
65
Atlas Capital Advisors
Wyoming
$986K 16,284 +8,542 +110%
LWAC
66
Laurel Wealth Advisors (California)
California
$913K 15,073 +15,073 New
HC
67
Hourglass Capital
Texas
$909K 15,000 -10,000 -40%
HighTower Advisors
68
HighTower Advisors
Illinois
$892K 14,735 +5,590 +61%
SFS
69
Sowell Financial Services
Arkansas
$880K 14,532 -17,151 -54%
SSB
70
Sandy Spring Bank
Maryland
$866K 14,293 +3,738 +35%
CFGS
71
Concourse Financial Group Securities
Alabama
$865K 14,277 +725 +5%
MA
72
MJP Associates
Connecticut
$821K 13,557 -2,818 -17%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$812K 13,404 +13,404 New
BRWA
74
B. Riley Wealth Advisors
Florida
$804K 13,267 +13,267 New
MC
75
Moors & Cabot
Massachusetts
$750K 12,384 +12,384 New
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