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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

158 hedge funds and large institutions have $1.03B invested in JPMorgan Equity Premium Income ETF in 2021 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 66 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
158
Holders Change
+65
Holders Change %
+69.89%
% of All Funds
2.76%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
73
Increased
66
Reduced
10
Closed
7
Calls
–
Puts
$5.53M
Net Calls
-$5.53M
Net Calls Change
-$5.53M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$600M
2
RIG
2
RiverFront Investment Group
Virginia
$33.9M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$22.6M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$22.5M
5
CA
5
Cornerstone Advisory
Maryland
$60.6M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$14.8M
2
SFS
2
Sowell Financial Services
Arkansas
$880K
3
DMC
3
Drexel Morgan & Co
Pennsylvania
$407K
4
HC
4
Hourglass Capital
Texas
$909K
5
BAM
5
Bruderman Asset Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HTC
76
Haverford Trust Company
Pennsylvania
$743K 12,265 +12,265 New
GM
77
GeoWealth Management
Illinois
$731K 12,074 +12,074 New
SFA
78
Source Financial Advisors
New York
$731K 12,074 +12,074 New
5L
79
55I LLC
Massachusetts
$721K 11,902 +11,902 New
OWA
80
Outlook Wealth Advisors
Texas
$712K 11,761 +11,761 New
CAN
81
Cetera Advisor Networks
California
$694K 11,461 +6,600 +136%
SCA
82
Snowden Capital Advisors
New York
$672K 11,093 +11,093 New
JWCA
83
J.W. Cole Advisors
Florida
$644K 10,631 +4,787 +82%
SWM
84
Stockman Wealth Management
Montana
$606K 10,005 +10,005 New
State Farm Mutual Automobile Insurance
85
State Farm Mutual Automobile Insurance
Illinois
$599K 10,000 +10,000 New
OPS
86
Orion Portfolio Solutions
Nebraska
$597K 9,856 +3,182 +48%
CCIA
87
Cherry Creek Investment Advisors
Colorado
$593K 9,788 +9,788 New
RAM
88
Redmond Asset Management
Virginia
$565K 9,325 +5,000 +116%
ACM
89
Ategra Capital Management
Virginia
$519K 8,575 +2,800 +48%
Bessemer Group
90
Bessemer Group
New Jersey
$482K 7,952 +7,952 New
AWM
91
AE Wealth Management
Kansas
$460K 7,592 +258 +4%
PCM
92
Pennsylvania Capital Management
Pennsylvania
$455K 7,467 +7,467 New
LFF
93
Level Four Financial
Texas
$451K 7,450 +7,450 New
MP
94
McDonald Partners
Ohio
$417K 6,885 +2,350 +52%
DMC
95
Drexel Morgan & Co
Pennsylvania
$407K 6,725 -13,140 -66%
KWM
96
Kingsview Wealth Management
Oregon
$391K 6,467 +6,467 New
IAP
97
Indie Asset Partners
Indiana
$353K 5,825 +5,825 New
PWM
98
Perigon Wealth Management
California
$352K 5,813 +5,813 New
FFN
99
Focus Financial Network
Minnesota
$352K 5,804 +5,804 New
AWE
100
Avidian Wealth Enterprises
Texas
$327K 5,400 +1,800 +50%
2 3
4
5 6