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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.

New
Increased
Maintained
Reduced
Closed
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 %
FFA
126
First Foundation Advisors
California
$1.46M +$946K +14,981 +183%
UCFA
127
United Capital Financial Advisors
Texas
$1.45M +$107K +1,686 +8%
IA
128
IFP Advisors
Florida
$1.45M +$1.02M +16,222 +242%
DC
129
Davenport & Co
Virginia
$1.44M +$841K +13,301 +141%
BA
130
Bridge Advisory
California
$1.41M +$159K +2,519 +13%
RIA
131
Realta Investment Advisors
Delaware
$1.4M +$322K +5,095 +30%
CFP
132
Curran Financial Partners
South Carolina
$1.38M +$1.38M +21,868 New
KPWS
133
Kestra Private Wealth Services
Texas
$1.37M +$316K +4,994 +30%
TWM
134
Tradition Wealth Management
Minnesota
$1.36M +$1.36M +21,563 New
VWA
135
Visionary Wealth Advisors
Illinois
$1.3M +$475K +7,513 +57%
CA
136
Cambridge Advisors
Nebraska
$1.3M +$84.6K +1,339 +7%
CW
137
CreativeOne Wealth
Kansas
$1.3M +$86.3K +1,366 +7%
WOSD
138
WFA of San Diego
California
$1.29M +$1.29M +20,376 New
OWA
139
Outlook Wealth Advisors
Texas
$1.26M +$306K +4,840 +32%
WAM
140
Weinberger Asset Management
California
$1.24M +$1.24M +19,616 New
HIP
141
HUB Investment Partners
Texas
$1.22M +$1.22M +19,348 New
HTC
142
Haverford Trust Company
Pennsylvania
$1.2M -$23K -364 -2%
RC
143
Rovin Capital
Arizona
$1.15M +$1.15M +18,264 New
WS
144
Wedbush Securities
California
$1.15M +$347K +5,497 +43%
JWCA
145
J.W. Cole Advisors
Florida
$1.13M +$1.13M +17,888 New
Wolverine Trading
146
Wolverine Trading
Illinois
$1.13M -$337K -5,353 -23%
LWA
147
Lowe Wealth Advisors
Maryland
$1.12M +$600K +9,500 +115%
CFGS
148
Concourse Financial Group Securities
Alabama
$1.12M +$25K +393 +2%
PA
149
PFG Advisors
Arizona
$1.12M +$1.12M +17,672 New
LI
150
LVZ Inc
Michigan
$1.1M +$1.1M +17,337 New
4 5
6
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