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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

334 hedge funds and large institutions have $3.19B invested in JPMorgan Equity Premium Income ETF in 2021 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 176 increasing their positions, 23 reducing their positions, and 14 closing their positions.

Holders
334
Holders Change
+97
Holders Change %
+40.93%
% of All Funds
5.16%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.31%
New
115
Increased
176
Reduced
23
Closed
14
Calls
$3.07M
Puts
$6.09M
Net Calls
-$3.02M
Net Calls Change
+$6.12M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.24B
2
Morgan Stanley
2
Morgan Stanley
New York
$144M
3
Bank of America
3
Bank of America
North Carolina
$185M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$120M
5
Wells Fargo
5
Wells Fargo
California
$116M

Top Sellers

1
Citigroup
1
Citigroup
New York
$0
2
BCM
2
Brookstone Capital Management
Illinois
$688K
3
FWP
3
FAS Wealth Partners
Kansas
$133K
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.09M
5
MP
5
McDonald Partners
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
76
Kingsview Wealth Management
Oregon
$3.72M -$1.58K -25 -0%
MIC
77
Means Investment Company
Maine
$3.7M +$606K +9,585 +20%
AGA
78
Accuvest Global Advisors
Utah
$3.6M +$2.86M +45,313 +387%
Jane Street
79
Jane Street
New York
$3.39M +$3.39M +53,625 New
AWA
80
Arete Wealth Advisors
Illinois
$3.3M +$1.06M +16,831 +47%
CCIA
81
Cherry Creek Investment Advisors
Colorado
$3.09M +$199K +3,143 +7%
SC
82
Scotia Capital
Ontario, Canada
$3.08M +$2.38M +37,650 +339%
CCMW
83
Cypress Capital Management (Wyoming)
Wyoming
$3.01M +$3.01M +47,281 New
BCA
84
Bay Colony Advisors
Massachusetts
$2.96M +$502K +7,940 +20%
LWAC
85
Laurel Wealth Advisors (California)
California
$2.95M +$1.72M +27,149 +139%
SSB
86
Sandy Spring Bank
Maryland
$2.93M +$183K +2,899 +7%
MTWM
87
Masso Torrence Wealth Management
New Jersey
$2.92M +$2.92M +46,186 New
DOA
88
D'Orazio & Associates
Virginia
$2.91M +$2.91M +46,120 New
HAS
89
HBW Advisory Services
California
$2.87M +$2.6M +41,080 +965%
MML Investors Services
90
MML Investors Services
Massachusetts
$2.83M +$407K +6,438 +17%
KPW
91
Kore Private Wealth
New York
$2.82M +$902K +14,280 +47%
AFM
92
Andesa Financial Management
Pennsylvania
$2.7M +$363K +5,749 +16%
SPC
93
Sigma Planning Corp
Michigan
$2.68M +$400K +6,333 +18%
IAIM
94
International Assets Investment Management
Florida
$2.68M +$598K +9,813 +29%
DA
95
Detalus Advisors
Missouri
$2.66M -$94.8K -1,500 -3%
NFG
96
Next Financial Group
Texas
$2.6M -$72.2K -1,142 -3%
PWM
97
Perigon Wealth Management
California
$2.55M +$618K +9,786 +32%
FC
98
Ferris Capital
Massachusetts
$2.49M +$406K +6,430 +19%
SW
99
StrongBox Wealth
Missouri
$2.46M +$817K +12,924 +50%
MWM
100
Mascoma Wealth Management
New Hampshire
$2.38M +$940K +14,876 +66%
2 3
4
5 6