JEPI icon

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 %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$2.91M 48,755 +19,818 +68%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$2.89M 48,507 +18,731 +63%
DE
53
Day & Ennis
Georgia
$2.86M 48,053 +10,706 +29%
HighTower Advisors
54
HighTower Advisors
Illinois
$2.85M 47,667 +32,932 +223%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$2.8M 47,036 +29,347 +166%
GM
56
GeoWealth Management
Illinois
$2.75M 46,134 +34,060 +282%
SFA
57
Source Financial Advisors
New York
$2.75M 46,135 +34,061 +282%
CCIA
58
Cherry Creek Investment Advisors
Colorado
$2.73M 45,822 +36,034 +368%
DA
59
Detalus Advisors
Missouri
$2.6M 43,609 +9,182 +27%
SSB
60
Sandy Spring Bank
Maryland
$2.59M 43,474 +29,181 +204%
NFG
61
Next Financial Group
Texas
$2.52M 42,245 +25,156 +147%
LSPW
62
Lake Street Private Wealth
Illinois
$2.52M 42,230 +11,405 +37%
Citigroup
63
Citigroup
New York
$2.33M 39,132 +38,932 +19,466%
BCA
64
Bay Colony Advisors
Massachusetts
$2.31M 38,822 +35,406 +1,036%
MML Investors Services
65
MML Investors Services
Massachusetts
$2.28M 38,281 +4,013 +12%
AFM
66
Andesa Financial Management
Pennsylvania
$2.2M 36,943 -5,739 -13%
SPC
67
Sigma Planning Corp
Michigan
$2.15M 36,086 +13,229 +58%
CCC
68
Crescent Capital Consulting
Louisiana
$2.15M 36,000 +36,000 New
AWA
69
Arete Wealth Advisors
Illinois
$2.13M 35,674 +5,357 +18%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$2.05M 34,394 +20,990 +157%
FC
71
Ferris Capital
Massachusetts
$2.03M 32,976 +32,976 New
BCM
72
Brookstone Capital Management
Illinois
$2.03M 33,722 +33,722 New
CF
73
Centaurus Financial
California
$1.98M 33,248 +5,742 +21%
IAIM
74
International Assets Investment Management
Florida
$1.95M 34,164 +9,862 +41%
CAN
75
Cetera Advisor Networks
California
$1.87M 31,346 +19,885 +174%
1 2
3
4 5