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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

459 hedge funds and large institutions have $5.04B invested in JPMorgan Equity Premium Income ETF in 2022 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 276 increasing their positions, 52 reducing their positions, and 29 closing their positions.

Holders
459
Holders Change
+67
Holders Change %
+17.09%
% of All Funds
7.76%
Holding in Top 10
41
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+78.26%
% of All Funds
0.69%
New
99
Increased
276
Reduced
52
Closed
29
Calls
$8.04M
Puts
$5.85M
Net Calls
+$2.19M
Net Calls Change
+$2.68M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$736M
2
Bank of America
2
Bank of America
North Carolina
$566M
3
Wells Fargo
3
Wells Fargo
California
$247M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$148M
5
RIG
5
RiverFront Investment Group
Virginia
$214M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$873M
2
IAN
2
Integrated Advisors Network
Texas
$2.88M
3
CFA
3
Camarda Financial Advisors
Florida
$0
4
CA
4
Cornerstone Advisory
Maryland
$59.4M
5
FANJ
5
Financial Architects (New Jersey)
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$12.2M +$3.79M +68,402 +45%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$11.8M +$8.75M +157,780 +285%
SF
53
Synovus Financial
Georgia
$11.3M +$10.7M +192,828 +1,659%
PP
54
Patten & Patten
Tennessee
$11.3M +$2.31M +41,628 +26%
BFG
55
Bouchey Financial Group
New York
$10.7M +$450K +8,122 +4%
SPIA
56
Steward Partners Investment Advisory
New York
$10.2M +$1.56M +28,049 +18%
CSPAM
57
Cary Street Partners Asset Management
Virginia
$10.2M -$235K -4,243 -2%
FF
58
Financial Futures
New Jersey
$10.1M +$4.5M +81,192 +80%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$10.1M +$3.85M +69,372 +62%
HCM
60
Hudson Capital Management
New Jersey
$9.83M +$851K +15,349 +9%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$9.22M +$8.35M +150,523 +957%
ACM
62
Avalon Capital Management
California
$9.11M +$255K +4,590 +3%
NA
63
Nottingham Advisors
New York
$8.76M +$135K +2,430 +2%
DAM
64
Derbend Asset Management
Georgia
$8.42M +$2.91M +52,482 +53%
ACG
65
Allen Capital Group
Nebraska
$8.28M +$458K +8,262 +6%
DAS
66
Dynamic Advisor Solutions
Arizona
$8.12M +$2.69M +48,555 +50%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$7.75M -$1.28M -23,066 -14%
BCA
68
Bay Colony Advisors
Massachusetts
$7.7M +$4.9M +85,313 +175%
AWM
69
Axxcess Wealth Management
California
$7.58M +$118K +2,120 +2%
LWAC
70
Laurel Wealth Advisors (California)
California
$7.56M +$5.69M +102,640 +305%
LSPW
71
Lake Street Private Wealth
Illinois
$7.53M +$1.79M +32,210 +31%
IWC
72
Integrated Wealth Concepts
Massachusetts
$7.36M +$899K +16,218 +14%
FFA
73
First Foundation Advisors
California
$7.26M +$3.12M +56,315 +75%
TWM
74
Tradition Wealth Management
Minnesota
$7.25M +$2.33M +42,012 +47%
CAG
75
Curtis Advisory Group
California
$7.14M +$1.62M +29,301 +29%
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