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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 %
FWM
101
Frontier Wealth Management
Missouri
$1.09M 18,258 +14,058 +335%
SPIA
102
Steward Partners Investment Advisory
New York
$1.03M 17,296 +13,381 +342%
CFGS
103
Concourse Financial Group Securities
Alabama
$1.03M 17,239 +2,962 +21%
LFAS
104
Level Four Advisory Services
Texas
$1.02M 17,023 +17,023 New
RIA
105
Realta Investment Advisors
Delaware
$1.01M 16,976 +11,797 +228%
5L
106
55I LLC
Massachusetts
$1.01M 16,857 +4,955 +42%
KPWS
107
Kestra Private Wealth Services
Texas
$998K 16,739 +388 +2%
MP
108
McDonald Partners
Ohio
$936K 15,695 +8,810 +128%
AWM
109
AE Wealth Management
Kansas
$905K 15,188 +7,596 +100%
OWA
110
Outlook Wealth Advisors
Texas
$895K 15,020 +3,259 +28%
HC
111
Hourglass Capital
Texas
$894K 15,000 – –
LNC
112
Lincoln National Corp
Pennsylvania
$875K 14,685 +10,983 +297%
MA
113
MJP Associates
Connecticut
$830K 13,930 +373 +3%
HA
114
Herold Advisors
New York
$803K 13,485 +13,485 New
VC
115
Vicus Capital
Pennsylvania
$781K 13,094 +13,094 New
VWA
116
Visionary Wealth Advisors
Illinois
$781K 13,103 +13,103 New
MC
117
Moors & Cabot
Massachusetts
$769K 12,875 +491 +4%
WS
118
Wedbush Securities
California
$759K 12,725 +9,130 +254%
TRCT
119
Tower Research Capital (TRC)
New York
$742K 12,446 +12,446 New
BAM
120
Bruderman Asset Management
New York
$742K 12,453 +12,453 New
SFS
121
Sowell Financial Services
Arkansas
$738K 12,384 -2,148 -15%
SCA
122
Snowden Capital Advisors
New York
$708K 11,877 +784 +7%
AGA
123
Accuvest Global Advisors
Utah
$698K 11,717 +11,717 New
MW
124
Marcum Wealth
Ohio
$677K 11,361 +6,164 +119%
SC
125
Scotia Capital
Ontario, Canada
$662K 11,103 +11,103 New
3 4
5
6 7