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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 %
EWM
101
Evermay Wealth Management
Virginia
$323K 5,338 +5,338 New
SAM
102
Seelaus Asset Management
New Jersey
$322K 5,320 +5,320 New
MW
103
Marcum Wealth
Ohio
$315K 5,197 +5,197 New
RIA
104
Realta Investment Advisors
Delaware
$314K 5,179 +5,179 New
TP
105
Tranquility Partners
Tennessee
$312K 5,146 +1,108 +27%
HIA
106
Harbor Investment Advisory
Maryland
$312K 5,159 +2,656 +106%
YWP
107
YorkBridge Wealth Partners
New York
$309K 5,100 – –
MSA
108
Marino Stram & Associates
Massachusetts
$309K 5,100 +5,100 New
AIP
109
Ahrens Investment Partners
Louisiana
$288K 4,750 +4,750 New
FFA
110
First Foundation Advisors
California
$287K 4,737 +4,737 New
MA
111
Modus Advisors
Minnesota
$282K 4,655 +13 +0.3%
PCM
112
Parsons Capital Management
Rhode Island
$282K 4,660 +4,660 New
VAS
113
Vestmark Advisory Solutions
Massachusetts
$281K 4,639 +4,639 New
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$279K 4,600 +1,300 +39%
KF
115
Krilogy Financial
Missouri
$277K 4,568 +4,568 New
LFGH
116
Lee Financial Group Hawaii
Hawaii
$265K 4,377 +4,377 New
CWA
117
Clearview Wealth Advisors
Oregon
$263K 4,336 +4,336 New
FWM
118
Frontier Wealth Management
Missouri
$254K 4,200 +4,200 New
TFS
119
Thoroughbred Financial Services
Tennessee
$253K 4,170 +4,170 New
CCFM
120
Clear Creek Financial Management
Washington
$251K 4,150 +4,150 New
AIC
121
Ameritas Investment Company
Nebraska
$247K 2,351 -911 -28%
PFA
122
Plotkin Financial Advisors
Maryland
$246K 4,067 +4,067 New
SPIA
123
Steward Partners Investment Advisory
New York
$237K 3,915 +2,115 +118%
MIC
124
Means Investment Company
Maine
$226K 3,730 +3,730 New
IIA
125
IPG Investment Advisors
California
$224K 3,700 +3,700 New
3 4
5
6 7