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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 %
MFG
126
MidWestOne Financial Group
Iowa
$650K 10,910 +7,351 +207%
FPB
127
First PREMIER Bank
South Dakota
$650K 10,900 +7,900 +263%
BWA
128
Beam Wealth Advisors
Louisiana
$645K 10,812 +10,812 New
AWE
129
Avidian Wealth Enterprises
Texas
$644K 10,800 +5,400 +100%
IAP
130
Indie Asset Partners
Indiana
$627K 10,525 +4,700 +81%
RAM
131
Redmond Asset Management
Virginia
$615K 10,325 +1,000 +11%
State Farm Mutual Automobile Insurance
132
State Farm Mutual Automobile Insurance
Illinois
$599K 10,000 – –
LFF
133
Level Four Financial
Texas
$598K 10,025 +2,575 +35%
WDG
134
Wealth Dimensions Group
Ohio
$598K 10,033 +10,033 New
3AM
135
3EDGE Asset Management
Florida
$579K 9,713 +9,713 New
OPS
136
Orion Portfolio Solutions
Nebraska
$573K 9,609 -247 -3%
HSA
137
HBK Sorce Advisory
Pennsylvania
$572K 9,599 +9,599 New
DC
138
Davenport & Co
Virginia
$564K 9,465 +9,465 New
CFG
139
Cooper Financial Group
California
$560K 9,387 +9,387 New
RJT
140
Raymond James Trust
Florida
$558K 9,358 +9,358 New
TP
141
Tranquility Partners
Tennessee
$555K 9,309 +4,163 +81%
KF
142
Krilogy Financial
Missouri
$552K 9,266 +4,698 +103%
TIAM2
143
Tru Independence Asset Management 2
Oregon
$532K 8,923 +8,923 New
CIBC World Market
144
CIBC World Market
Ontario, Canada
$532K 8,925 +8,925 New
MA
145
Modus Advisors
Minnesota
$523K 8,772 +4,117 +88%
SB
146
Strategic Blueprint
Georgia
$522K 8,759 +6,501 +288%
LWA
147
Lowe Wealth Advisors
Maryland
$494K 8,285 +8,285 New
EWM
148
Evermay Wealth Management
Virginia
$487K 8,166 +2,828 +53%
FFA
149
First Foundation Advisors
California
$487K 8,176 +3,439 +73%
RIA
150
Regal Investment Advisors
Michigan
$483K 8,100 +8,100 New
4 5
6
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