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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

459 hedge funds and large institutions have $5.04B invested in JPMorgan Equity Premium Income ETF in 2022 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 276 increasing their positions, 52 reducing their positions, and 29 closing their positions.

Holders
459
Holders Change
+67
Holders Change %
+17.09%
% of All Funds
7.76%
Holding in Top 10
41
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+78.26%
% of All Funds
0.69%
New
99
Increased
276
Reduced
52
Closed
29
Calls
$8.04M
Puts
$5.85M
Net Calls
+$2.19M
Net Calls Change
+$2.68M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$736M
2
Bank of America
2
Bank of America
North Carolina
$566M
3
Wells Fargo
3
Wells Fargo
California
$247M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$148M
5
RIG
5
RiverFront Investment Group
Virginia
$214M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$873M
2
IAN
2
Integrated Advisors Network
Texas
$2.88M
3
CFA
3
Camarda Financial Advisors
Florida
$0
4
CA
4
Cornerstone Advisory
Maryland
$59.4M
5
FANJ
5
Financial Architects (New Jersey)
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
76
Arete Wealth Advisors
Illinois
$7.07M +$2.55M +45,938 +56%
BWG
77
Beta Wealth Group
California
$6.98M +$1.97M +35,545 +39%
Koshinski Asset Management
78
Koshinski Asset Management
Illinois
$6.92M +$701K +12,638 +11%
Brown Advisory
79
Brown Advisory
Maryland
$6.81M -$64.3K -1,159 -0.9%
GM
80
GeoWealth Management
Illinois
$6.36M +$2.35M +42,359 +59%
SAS
81
Sage Advisory Services
Texas
$6.29M -$815K -14,697 -11%
ZIMP
82
Zimmermann Investment Management & Planning
Pennsylvania
$6.15M +$49.2K +888 +0.8%
SFA
83
Source Financial Advisors
New York
$6.02M +$2.01M +36,244 +50%
KWM
84
Kingsview Wealth Management
Oregon
$5.88M +$2.8M +50,479 +91%
MOS
85
MGO One Seven
Ohio
$5.77M +$674K +12,165 +13%
LPL Financial
86
LPL Financial
California
$5.75M +$1.26M +22,733 +28%
CAL
87
Capital Analysts LLC
Pennsylvania
$5.75M +$556K +10,028 +11%
GWA
88
GGM Wealth Advisors
Maryland
$5.69M +$239K +4,334 +4%
FWM
89
Frontier Wealth Management
Missouri
$5.69M +$1.06M +19,066 +23%
Toronto Dominion Bank
90
Toronto Dominion Bank
Ontario, Canada
$5.54M +$5.54M +100,000 New
PCS
91
Personal CFO Solutions
New Jersey
$5.41M +$99.8K +1,800 +2%
CB
92
Community Bank
New York
$5.34M – – –
GWM
93
Geneos Wealth Management
Colorado
$5.34M -$82.5K -1,487 -2%
WW
94
Westshore Wealth
California
$5.34M +$1.48M +26,699 +38%
DIM
95
Delta Investment Management
California
$5.31M +$87.6K +1,579 +2%
SSB
96
Sandy Spring Bank
Maryland
$5.29M +$1.42M +25,548 +37%
FA
97
Fagan Associates
New York
$5.25M +$625K +11,280 +14%
BAM
98
Belpointe Asset Management
Nevada
$5.15M +$4.84M +87,321 +1,557%
5L
99
55I LLC
Massachusetts
$5.12M +$3.26M +58,754 +175%
IA
100
IFP Advisors
Florida
$4.97M – – –
2 3
4
5 6