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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

392 hedge funds and large institutions have $3.9B invested in JPMorgan Equity Premium Income ETF in 2022 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 221 increasing their positions, 53 reducing their positions, and 20 closing their positions.

Holders
392
Holders Change
+58
Holders Change %
+17.37%
% of All Funds
6.2%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.36%
New
85
Increased
221
Reduced
53
Closed
20
Calls
$5.44M
Puts
$5.93M
Net Calls
-$488K
Net Calls Change
+$2.54M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$410M
2
Bank of America
2
Bank of America
North Carolina
$360M
3
Wells Fargo
3
Wells Fargo
California
$187M
4
RA
4
Rational Advisors
New York
$56.5M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$73.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$983M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$1.01M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$94.1M
4
BOPW
4
Brandywine Oak Private Wealth
Pennsylvania
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
51
Central Trust Company
Missouri
$8.95M +$2.86M +46,536 +47%
ACG
52
Allen Capital Group
Nebraska
$8.66M +$1.19M +19,413 +16%
AWM
53
Axxcess Wealth Management
California
$8.26M -$289K -4,704 -3%
SAS
54
Sage Advisory Services
Texas
$7.86M +$2.46M +39,992 +45%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$7.78M +$1.91M +31,145 +33%
Brown Advisory
56
Brown Advisory
Maryland
$7.61M +$7.61M +123,910 New
FANJ
57
Financial Architects (New Jersey)
New Jersey
$7.18M +$1.94M +31,612 +37%
IWC
58
Integrated Wealth Concepts
Massachusetts
$7.16M +$5.22M +85,067 +270%
EBWM
59
Eagle Bluffs Wealth Management
Missouri
$7.13M +$1.19M +19,412 +20%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$6.89M +$2.21M +35,964 +47%
Koshinski Asset Management
61
Koshinski Asset Management
Illinois
$6.89M +$2.52M +41,036 +58%
ZIMP
62
Zimmermann Investment Management & Planning
Pennsylvania
$6.75M +$187K +3,053 +3%
LSPW
63
Lake Street Private Wealth
Illinois
$6.36M +$449K +7,318 +8%
DAM
64
Derbend Asset Management
Georgia
$6.28M – – –
FF
65
Financial Futures
New Jersey
$6.24M +$6.24M +101,614 New
CAG
66
Curtis Advisory Group
California
$6.11M +$801K +13,050 +15%
GWA
67
GGM Wealth Advisors
Maryland
$6.09M -$2.78M -45,058 -31%
DAS
68
Dynamic Advisor Solutions
Arizona
$6.01M +$1.68M +27,325 +39%
GWM
69
Geneos Wealth Management
Colorado
$6M +$5.66M +92,159 +1,664%
CB
70
Community Bank
New York
$5.92M +$196K +3,185 +3%
PCS
71
Personal CFO Solutions
New Jersey
$5.88M +$5.88M +95,835 New
DIM
72
Delta Investment Management
California
$5.78M -$4.46M -72,618 -44%
CAL
73
Capital Analysts LLC
Pennsylvania
$5.75M +$600K +9,774 +12%
MOS
74
MGO One Seven
Ohio
$5.65M +$503K +8,195 +10%
BWG
75
Beta Wealth Group
California
$5.55M +$35.7K +582 +0.6%
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