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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 %
LNC
126
Lincoln National Corp
Pennsylvania
$224K 3,702 +3,702 New
BWM
127
Baystate Wealth Management
Massachusetts
$221K 3,655 +3,655 New
HCM
128
Highlander Capital Management
New Jersey
$218K 3,600 – –
WS
129
Wedbush Securities
California
$218K 3,595 +3,595 New
MFG
130
MidWestOne Financial Group
Iowa
$216K 3,559 +3,559 New
BCA
131
Bay Colony Advisors
Massachusetts
$207K 3,416 +3,416 New
GTAM
132
Global Trust Asset Management
Florida
$206K 3,409 +3,409 New
VCM
133
Versant Capital Management
Arizona
$182K 3,000 – –
FPB
134
First PREMIER Bank
South Dakota
$182K 3,000 +3,000 New
Qube Research & Technologies (QRT)
135
Qube Research & Technologies (QRT)
United Kingdom
$152K 2,513 +2,513 New
SB
136
Strategic Blueprint
Georgia
$137K 2,258 +2,258 New
Bank of America
137
Bank of America
North Carolina
$121K 2,000 – –
LDFR
138
Lehman & Derafelo Financial Resources
Pennsylvania
$105K 1,732 +1,732 New
AF
139
Advisornet Financial
Minnesota
$97K 1,607 +607 +61%
Simplex Trading
140
Simplex Trading
Illinois
$77K 1,286 +1,286 New
CTC
141
Central Trust Company
Missouri
$71K 1,170 +1,170 New
William Blair & Company
142
William Blair & Company
Illinois
$62K 1,025 +309 +43%
CIAS
143
Capital Investment Advisory Services
North Carolina
$61K 1,000 – –
ASN
144
Advisory Services Network
Georgia
$44K 725 +725 New
Morgan Stanley
145
Morgan Stanley
New York
$37K 612 +612 New
IA
146
IFP Advisors
Florida
$30K 500 – –
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$30K 500 +500 New
MA
148
Montag & Associates
Georgia
$25K 421 +421 New
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$18K 300 – –
AWA
150
Arkadios Wealth Advisors
Georgia
$18K 305 +5 +2%
3 4 5
6
7