JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

392 hedge funds and large institutions have $3.9B invested in JPMorgan Equity Premium Income ETF in 2022 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 221 increasing their positions, 53 reducing their positions, and 20 closing their positions.

Holders
392
Holders Change
+58
Holders Change %
+17.37%
% of All Funds
6.2%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.36%
New
85
Increased
221
Reduced
53
Closed
20
Calls
$5.44M
Puts
$5.93M
Net Calls
-$488K
Net Calls Change
+$2.54M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$410M
2
Bank of America
2
Bank of America
North Carolina
$360M
3
Wells Fargo
3
Wells Fargo
California
$187M
4
RA
4
Rational Advisors
New York
$56.5M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$73.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$983M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$1.01M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$94.1M
4
BOPW
4
Brandywine Oak Private Wealth
Pennsylvania
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
76
Tradition Wealth Management
Minnesota
$5.45M +$4.13M +67,210 +312%
Qube Research & Technologies (QRT)
77
Qube Research & Technologies (QRT)
United Kingdom
$5.14M -$4.34M -70,645 -46%
FA
78
Fagan Associates
New York
$5.12M +$508K +8,280 +11%
FWM
79
Frontier Wealth Management
Missouri
$5.1M +$2.94M +48,112 +136%
CF
80
Centaurus Financial
California
$5.06M +$2.82M +45,987 +126%
AWA
81
Arete Wealth Advisors
Illinois
$5.01M +$1.79M +29,081 +55%
IA
82
IFP Advisors
Florida
$4.97M +$3.83M +76,823 +335%
LPL Financial
83
LPL Financial
California
$4.97M -$260K -4,228 -5%
DWP
84
Destiny Wealth Partners
Florida
$4.81M +$4.81M +78,316 New
FFA
85
First Foundation Advisors
California
$4.59M +$3.16M +51,530 +223%
GM
86
GeoWealth Management
Illinois
$4.44M -$86K -1,401 -2%
SFA
87
Source Financial Advisors
New York
$4.44M -$86K -1,401 -2%
SSB
88
Sandy Spring Bank
Maryland
$4.29M +$1.44M +23,426 +51%
WW
89
Westshore Wealth
California
$4.27M +$579K +9,433 +16%
KPW
90
Kore Private Wealth
New York
$4.24M +$1.5M +24,432 +55%
DOA
91
D'Orazio & Associates
Virginia
$4.2M +$1.37M +22,325 +48%
AGA
92
Accuvest Global Advisors
Utah
$4.17M +$663K +10,802 +19%
DE
93
Day & Ennis
Georgia
$4.09M -$253K -4,114 -6%
BRWM
94
B. Riley Wealth Management
Tennessee
$4.07M -$159K -2,587 -4%
MIC
95
Means Investment Company
Maine
$3.98M +$384K +6,258 +11%
EP
96
Eudaimonia Partners
Tennessee
$3.89M +$3.89M +63,394 New
PAA
97
Peregrine Asset Advisers
Oregon
$3.68M +$5.1K +83 +0.1%
BCI
98
Brinker Capital Investments
Pennsylvania
$3.68M -$4.11K -67 -0.1%
MTWM
99
Masso Torrence Wealth Management
New Jersey
$3.67M +$838K +13,642 +30%
OIA
100
OneDigital Investment Advisors
Kansas
$3.63M +$3.14M +51,076 +634%
2 3
4
5 6