JEPI icon

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 %
IAS
101
Investment Advisory Services
Texas
$4.76M +$4.16M +74,172 +688%
EBWM
102
Eagle Bluffs Wealth Management
Missouri
$4.73M -$1.7M -30,726 -26%
HC
103
Hourglass Capital
Texas
$4.72M +$3.05M +55,070 +184%
AGA
104
Accuvest Global Advisors
Utah
$4.39M +$626K +11,282 +17%
WCP
105
Wick Capital Partners
Pennsylvania
$4.34M +$4.34M +78,297 New
CFP
106
Curran Financial Partners
South Carolina
$4.3M +$1.42M +25,580 +49%
SW
107
StrongBox Wealth
Missouri
$4.24M +$1.37M +24,644 +48%
DWP
108
Destiny Wealth Partners
Florida
$4.18M -$162K -2,913 -4%
EP
109
Eudaimonia Partners
Tennessee
$4.17M +$656K +11,838 +19%
KPW
110
Kore Private Wealth
New York
$4.15M +$320K +5,764 +8%
SWM
111
Spire Wealth Management
Virginia
$4.14M -$4.02M -72,565 -49%
VWA
112
Visionary Wealth Advisors
Illinois
$4.07M +$2.21M +39,845 +119%
CCB
113
Country Club Bank
Missouri
$4.02M +$4.02M +72,420 New
SPC
114
Sigma Planning Corp
Michigan
$4.02M +$1.35M +24,300 +51%
CF
115
Centaurus Financial
California
$3.94M -$633K -11,413 -14%
EIP
116
Ellis Investment Partners
Pennsylvania
$3.87M +$2.09M +37,659 +117%
MTWM
117
Masso Torrence Wealth Management
New Jersey
$3.85M +$531K +9,579 +16%
BBL
118
Beck Bode LLC
Massachusetts
$3.85M +$3.85M +69,395 New
Creative Planning
119
Creative Planning
Kansas
$3.82M +$3.59M +64,712 +1,549%
MA
120
MJP Associates
Connecticut
$3.81M +$2.76M +49,756 +263%
SW
121
SlateStone Wealth
Florida
$3.7M +$3.17M +57,082 +597%
AC
122
Avestar Capital
New York
$3.69M +$1.58M +28,520 +75%
MIC
123
Means Investment Company
Maine
$3.69M +$95.2K +1,716 +3%
JWCA
124
J.W. Cole Advisors
Florida
$3.65M +$2.58M +46,585 +241%
BCI
125
Brinker Capital Investments
Pennsylvania
$3.55M +$231K +4,169 +7%
3 4
5
6 7