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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

237 hedge funds and large institutions have $1.81B invested in JPMorgan Equity Premium Income ETF in 2021 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 126 increasing their positions, 12 reducing their positions, and 10 closing their positions.

Holders
237
Holders Change
+79
Holders Change %
+50%
% of All Funds
4.16%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
89
Increased
126
Reduced
12
Closed
10
Calls
$994K
Puts
$10.1M
Net Calls
-$9.15M
Net Calls Change
-$3.62M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$825M
2
Bank of America
2
Bank of America
North Carolina
$74.3M
3
RIG
3
RiverFront Investment Group
Virginia
$89.3M
4
Wells Fargo
4
Wells Fargo
California
$48.5M
5
GI
5
Gradient Investments
Minnesota
$40.2M

Top Sellers

1
CSPAM
1
Cary Street Partners Asset Management
Virginia
$0
2
OMC
2
Old Mission Capital
Illinois
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
DIM
4
Delta Investment Management
California
$6.29M
5
CFO
5
CVA Family Office
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWM
76
Perigon Wealth Management
California
$1.82M 30,579 +24,766 +426%
KPW
77
Kore Private Wealth
New York
$1.81M 30,289 +30,289 New
RWA
78
Redhawk Wealth Advisors
Minnesota
$1.79M 29,998 +29,998 New
NCG
79
Newport Capital Group
New Jersey
$1.79M 30,000 +30,000 New
NCM
80
Nelson Capital Management
California
$1.73M 29,038 +2,208 +8%
PCIA
81
Prime Capital Investment Advisors
Kansas
$1.72M 28,887 -15,575 -35%
GCM
82
Gables Capital Management
Florida
$1.66M 27,780 +27,780 New
HCM
83
Hudson Capital Management
New Jersey
$1.66M 27,780 +27,780 New
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$1.65M 27,713 +8,776 +46%
SW
85
StrongBox Wealth
Missouri
$1.55M 26,049 +26,049 New
SW
86
SteelPeak Wealth
California
$1.55M 26,024 +4,469 +21%
PCM
87
Pennsylvania Capital Management
Pennsylvania
$1.45M 23,399 +15,932 +213%
Wolverine Trading
88
Wolverine Trading
Illinois
$1.4M 23,244 +23,244 New
FWP
89
FAS Wealth Partners
Kansas
$1.39M 23,282 +2 +0%
MWM
90
Mascoma Wealth Management
New Hampshire
$1.35M 22,704 +22,704 New
EIP
91
Ellis Investment Partners
Pennsylvania
$1.32M 22,141 +3,155 +17%
VAS
92
Vestmark Advisory Solutions
Massachusetts
$1.27M 21,359 +16,720 +360%
UCFA
93
United Capital Financial Advisors
Texas
$1.27M 21,248 +21,248 New
BRWA
94
B. Riley Wealth Advisors
Florida
$1.22M 20,405 +7,138 +54%
BA
95
Bridge Advisory
California
$1.18M 19,835 +3,391 +21%
ACA
96
Atlas Capital Advisors
Wyoming
$1.17M 19,662 +3,378 +21%
LWAC
97
Laurel Wealth Advisors (California)
California
$1.17M 19,585 +4,512 +30%
HTC
98
Haverford Trust Company
Pennsylvania
$1.15M 19,354 +7,089 +58%
CA
99
Cambridge Advisors
Nebraska
$1.14M 19,166 +171 +0.9%
CW
100
CreativeOne Wealth
Kansas
$1.14M 19,136 +19,136 New
2 3
4
5 6