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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 %
PCIA
101
Prime Capital Investment Advisors
Kansas
$2.32M +$495K +7,840 +27%
CF
102
Centaurus Financial
California
$2.31M +$205K +3,242 +10%
CCC
103
Crescent Capital Consulting
Louisiana
$2.28M – – –
FWM
104
Frontier Wealth Management
Missouri
$2.23M +$1.08M +17,089 +94%
LJCM
105
Lee Johnson Capital Management
Texas
$2.23M +$2.23M +35,268 New
MC
106
Moors & Cabot
Massachusetts
$2.22M +$1.4M +22,185 +172%
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$2.1M +$350K +5,535 +20%
VAS
108
Vestmark Advisory Solutions
Massachusetts
$2.1M +$750K +11,876 +56%
MFP
109
Meridian Financial Partners
Virginia
$2.06M +$1.84M +30,027 +843%
LB
110
Legacy Bridge
Iowa
$2.02M +$2.02M +31,910 New
IWC
111
Integrated Wealth Concepts
Massachusetts
$1.99M +$1.99M +31,522 New
EIP
112
Ellis Investment Partners
Pennsylvania
$1.98M +$583K +9,234 +42%
LFAS
113
Level Four Advisory Services
Texas
$1.95M +$871K +13,791 +81%
HNWAG
114
High Net Worth Advisory Group
Florida
$1.94M +$1.94M +30,673 New
ACA
115
Atlas Capital Advisors
Wyoming
$1.93M +$685K +10,844 +55%
MFG
116
MidWestOne Financial Group
Iowa
$1.93M +$1.24M +19,555 +179%
PCM
117
Pennsylvania Capital Management
Pennsylvania
$1.92M +$443K +7,008 +30%
NCG
118
Newport Capital Group
New Jersey
$1.9M – – –
HC
119
Hourglass Capital
Texas
$1.9M +$948K +15,000 +100%
NCM
120
Nelson Capital Management
California
$1.86M +$22.6K +357 +1%
GCM
121
Gables Capital Management
Florida
$1.72M -$37.9K -600 -2%
SW
122
SteelPeak Wealth
California
$1.61M -$30.4K -481 -2%
BRWA
123
B. Riley Wealth Advisors
Florida
$1.55M +$259K +4,102 +20%
5L
124
55I LLC
Massachusetts
$1.52M +$450K +7,124 +42%
LNC
125
Lincoln National Corp
Pennsylvania
$1.49M +$559K +8,841 +60%
3 4
5
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