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JPMorgan Equity Premium Income ETF
JEPI

238 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.

New
Increased
Maintained
Reduced
Closed

950% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 12

790% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 10

76% more capital invested

Capital invested by funds: $1.03B → $1.81B (+$785M)

57% more funds holding in top 10

Funds holding in top 10: 7 → 11 (+4)

50% more funds holding

Funds holding: 159 → 238 (+79)

7.38% less ownership

Funds ownership: 55.06% → 47.68% (-7.4%)

90% less call options, than puts

Call options by funds: $994K | Put options by funds: $10.1M

Holders
238
Holders Change
+79
Holders Change %
+49.69%
% of All Funds
4.17%
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
JP Morgan Chase
JP Morgan Chase
New York
+$242M
2
Bank of America
Bank of America
North Carolina
+$76.5M
3
RIG
RiverFront Investment Group
Virginia
+$57.7M
4
Wells Fargo
Wells Fargo
California
+$50M
5
GI
Gradient Investments
Minnesota
+$41.5M

Top Sellers

1
CSPAM
Cary Street Partners Asset Management
Virginia
-$7.12M
2
OMC
Old Mission Capital
Illinois
-$3.9M
3
DIM
Delta Investment Management
California
-$1.68M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.67M
5
CFO
CVA Family Office
Colorado
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$2.91M +$1.22M +19,818 +68%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$2.89M +$1.15M +18,731 +63%
DE
53
Day & Ennis
Georgia
$2.86M +$659K +10,706 +29%
HighTower Advisors
54
HighTower Advisors
Illinois
$2.85M +$2.03M +32,932 +223%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$2.8M +$1.81M +29,347 +166%
GM
56
GeoWealth Management
Illinois
$2.75M +$2.1M +34,060 +282%
SFA
57
Source Financial Advisors
New York
$2.75M +$2.1M +34,061 +282%
CCIA
58
Cherry Creek Investment Advisors
Colorado
$2.73M +$2.22M +36,034 +368%
DA
59
Detalus Advisors
Missouri
$2.6M +$565K +9,182 +27%
SSB
60
Sandy Spring Bank
Maryland
$2.59M +$1.8M +29,181 +204%
NFG
61
Next Financial Group
Texas
$2.52M +$1.55M +25,156 +147%
LSPW
62
Lake Street Private Wealth
Illinois
$2.52M +$702K +11,405 +37%
Citigroup
63
Citigroup
New York
$2.33M +$2.4M +38,932 +19,466%
BCA
64
Bay Colony Advisors
Massachusetts
$2.31M +$2.18M +35,406 +1,036%
MML Investors Services
65
MML Investors Services
Massachusetts
$2.28M +$247K +4,013 +12%
AFM
66
Andesa Financial Management
Pennsylvania
$2.2M -$353K -5,739 -13%
SPC
67
Sigma Planning Corp
Michigan
$2.15M +$814K +13,229 +58%
CCC
68
Crescent Capital Consulting
Louisiana
$2.15M +$2.21M +36,000 New
AWA
69
Arete Wealth Advisors
Illinois
$2.13M +$330K +5,357 +18%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$2.05M +$1.29M +20,990 +157%
FC
71
Ferris Capital
Massachusetts
$2.03M +$2.03M +32,976 New
BCM
72
Brookstone Capital Management
Illinois
$2.03M +$2.07M +33,722 New
CF
73
Centaurus Financial
California
$1.98M +$353K +5,742 +21%
IAIM
74
International Assets Investment Management
Florida
$1.95M +$607K +9,862 +41%
CAN
75
Cetera Advisor Networks
California
$1.87M +$1.22M +19,885 +174%
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