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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 %
HAS
101
HBW Advisory Services
California
$3.6M +$818K +13,331 +29%
CFG
102
Cooper Financial Group
California
$3.59M -$385K -6,278 -10%
CWM
103
Congress Wealth Management
Massachusetts
$3.53M +$3.25M +52,865 +1,152%
FC
104
Ferris Capital
Massachusetts
$3.46M +$1.04M +16,938 +43%
KWM
105
Kingsview Wealth Management
Oregon
$3.42M -$204K -3,316 -6%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$3.4M +$3.38M +54,995 +16,615%
CFP
107
Curran Financial Partners
South Carolina
$3.19M +$1.85M +30,054 +137%
SW
108
StrongBox Wealth
Missouri
$3.18M +$789K +12,844 +33%
PWM
109
Perigon Wealth Management
California
$3.14M +$663K +10,803 +27%
CCIA
110
Cherry Creek Investment Advisors
Colorado
$3.12M +$115K +1,868 +4%
RIA
111
Realta Investment Advisors
Delaware
$3.06M +$1.71M +27,824 +126%
BCA
112
Bay Colony Advisors
Massachusetts
$3M +$127K +2,074 +4%
SPC
113
Sigma Planning Corp
Michigan
$2.95M +$350K +5,695 +13%
HWM
114
HB Wealth Management
Georgia
$2.9M +$2.9M +47,261 New
CRWM
115
Castle Rock Wealth Management
California
$2.8M -$1.19M -19,345 -30%
DA
116
Detalus Advisors
Missouri
$2.78M +$191K +3,105 +7%
SOS
117
Silver Oak Securities
Tennessee
$2.78M +$2.78M +45,128 New
CCMW
118
Cypress Capital Management (Wyoming)
Wyoming
$2.77M -$133K -2,161 -5%
MWM
119
Mascoma Wealth Management
New Hampshire
$2.77M +$462K +7,517 +20%
CAM
120
Concorde Asset Management
Michigan
$2.64M +$2.64M +43,009 New
USCWA
121
U.S. Capital Wealth Advisors
Texas
$2.5M +$1.84M +29,956 +280%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$2.44M +$2.23M +36,395 +1,114%
EWM
123
Executive Wealth Management
Michigan
$2.42M +$2.42M +39,442 New
LJCM
124
Lee Johnson Capital Management
Texas
$2.38M +$212K +3,448 +10%
AC
125
Avestar Capital
New York
$2.34M +$2.34M +38,104 New
3 4
5
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