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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

93 hedge funds and large institutions have $540M invested in JPMorgan Equity Premium Income ETF in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
93
Holders Change
+51
Holders Change %
+121.43%
% of All Funds
1.64%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
54
Increased
25
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$337M
2
CA
2
Cornerstone Advisory
Maryland
$41M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$22.5M
4
NA
4
Nottingham Advisors
New York
$6.7M
5
SWM
5
Spire Wealth Management
Virginia
$5.44M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$3.36M
2
AWA
2
Arete Wealth Advisors
Illinois
$897K
3
MA
3
MJP Associates
Connecticut
$952K
4
3AM
4
3EDGE Asset Management
Florida
$549K
5
NWA
5
Navis Wealth Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIC
76
Ameritas Investment Company
Nebraska
$190K 3,262 +3,262 New
VCM
77
Versant Capital Management
Arizona
$174K 3,000 +3,000 New
HIA
78
Harbor Investment Advisory
Maryland
$145K 2,503 +2,503 New
Bank of America
79
Bank of America
North Carolina
$116K 2,000 +2,000 New
SPIA
80
Steward Partners Investment Advisory
New York
$105K 1,800 – –
AF
81
Advisornet Financial
Minnesota
$58K 1,000 – –
CIAS
82
Capital Investment Advisory Services
North Carolina
$58K 1,000 +1,000 New
William Blair & Company
83
William Blair & Company
Illinois
$42K 716 +716 New
CAC
84
Certified Advisory Corp
Florida
$35K 604 +604 New
IA
85
IFP Advisors
Florida
$29K 500 -1,400 -74%
AWA
86
Arkadios Wealth Advisors
Georgia
$17K 300 +300 New
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$17K 300 +300 New
MWM
88
Mascoma Wealth Management
New Hampshire
$11K 192 +192 New
TFS
89
TrustCore Financial Services
Tennessee
$6K 100 +100 New
MF
90
Manchester Financial
California
$5K 90 +90 New
Citigroup
91
Citigroup
New York
$2K 32 +32 New
HI
92
Harbour Investments
Wisconsin
$2K 40 +40 New
Wells Fargo
93
Wells Fargo
California
$1K 22 +22 New
NWA
94
Navis Wealth Advisors
New York
– – -2,100 Closed
FFG
95
Fortem Financial Group
California
– – -100 Closed
Fidelity Investments
96
Fidelity Investments
Massachusetts
– – -1 Closed
1 2 3
4