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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

334 hedge funds and large institutions have $3.19B invested in JPMorgan Equity Premium Income ETF in 2021 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 176 increasing their positions, 23 reducing their positions, and 14 closing their positions.

Holders
334
Holders Change
+97
Holders Change %
+40.93%
% of All Funds
5.16%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.31%
New
115
Increased
176
Reduced
23
Closed
14
Calls
$3.07M
Puts
$6.09M
Net Calls
-$3.02M
Net Calls Change
+$6.12M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.24B
2
Morgan Stanley
2
Morgan Stanley
New York
$144M
3
Bank of America
3
Bank of America
North Carolina
$185M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$120M
5
Wells Fargo
5
Wells Fargo
California
$116M

Top Sellers

1
Citigroup
1
Citigroup
New York
$0
2
BCM
2
Brookstone Capital Management
Illinois
$688K
3
FWP
3
FAS Wealth Partners
Kansas
$133K
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.09M
5
MP
5
McDonald Partners
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$6.04M +$2.97M +47,061 +97%
CB
52
Community Bank
New York
$5.89M +$1.58K +25 +0%
SAS
53
Sage Advisory Services
Texas
$5.57M +$5.57M +88,072 New
CAG
54
Curtis Advisory Group
California
$5.46M +$560K +8,861 +11%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$5.45M +$5.45M +86,302 New
FANJ
56
Financial Architects (New Jersey)
New Jersey
$5.39M +$730K +11,552 +16%
LPL Financial
57
LPL Financial
California
$5.38M +$2.13M +33,743 +66%
BWG
58
Beta Wealth Group
California
$5.35M – – –
SPIA
59
Steward Partners Investment Advisory
New York
$5.32M +$4.22M +66,826 +386%
CAL
60
Capital Analysts LLC
Pennsylvania
$5.3M +$563K +8,905 +12%
MOS
61
MGO One Seven
Ohio
$5.29M +$396K +6,259 +8%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$4.94M +$2.77M +43,760 +127%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$4.82M +$1.74M +27,522 +56%
FA
64
Fagan Associates
New York
$4.75M +$4.75M +75,180 New
SFA
65
Source Financial Advisors
New York
$4.66M +$1.74M +27,542 +60%
GM
66
GeoWealth Management
Illinois
$4.66M +$1.74M +27,543 +60%
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$4.5M +$1.53M +24,153 +51%
DE
68
Day & Ennis
Georgia
$4.47M +$1.43M +22,673 +47%
DAS
69
Dynamic Advisor Solutions
Arizona
$4.46M +$1.15M +18,249 +35%
BRWM
70
B. Riley Wealth Management
Tennessee
$4.36M +$4.36M +68,921 New
CFG
71
Cooper Financial Group
California
$4.09M +$3.5M +55,336 +589%
CRWM
72
Castle Rock Wealth Management
California
$3.89M +$12.6K +209 +0.3%
WW
73
Westshore Wealth
California
$3.8M +$3.8M +60,074 New
BCI
74
Brinker Capital Investments
Pennsylvania
$3.79M -$87.9K -1,391 -2%
PAA
75
Peregrine Asset Advisers
Oregon
$3.79M -$39.8K -630 -1%
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