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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.

New
Increased
Maintained
Reduced
Closed
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 %
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$2.33M +$289K +4,706 +14%
MFP
127
Meridian Financial Partners
Virginia
$2.3M +$239K +3,899 +12%
AFM
128
Andesa Financial Management
Pennsylvania
$2.27M -$352K -5,731 -13%
PCM
129
Pennsylvania Capital Management
Pennsylvania
$2.27M +$402K +6,541 +22%
MC
130
Moors & Cabot
Massachusetts
$2.24M +$85.8K +1,397 +4%
ACA
131
Atlas Capital Advisors
Wyoming
$2.2M +$325K +5,300 +17%
APA
132
American Portfolios Advisors
New York
$2.12M +$1.61M +26,160 +311%
MFG
133
MidWestOne Financial Group
Iowa
$2.12M +$251K +4,086 +13%
LWA
134
Lowe Wealth Advisors
Maryland
$2.12M +$1.03M +16,735 +94%
LWAC
135
Laurel Wealth Advisors (California)
California
$2.07M -$804K -13,096 -28%
5L
136
55I LLC
Massachusetts
$2.06M +$584K +9,511 +40%
VWA
137
Visionary Wealth Advisors
Illinois
$2.05M +$788K +12,840 +62%
HNWAG
138
High Net Worth Advisory Group
Florida
$2.05M +$169K +2,750 +9%
BA
139
Bridge Advisory
California
$2.03M +$655K +10,662 +48%
LFAS
140
Level Four Advisory Services
Texas
$1.99M +$101K +1,646 +5%
PAG
141
Paladin Advisory Group
Iowa
$1.98M +$1.98M +32,440 New
EIP
142
Ellis Investment Partners
Pennsylvania
$1.98M +$50.8K +827 +3%
LB
143
Legacy Bridge
Iowa
$1.96M – – –
UCFA
144
United Capital Financial Advisors
Texas
$1.96M +$547K +8,914 +39%
WS
145
Wedbush Securities
California
$1.94M +$819K +13,342 +73%
BA
146
Bristlecone Advisors
Washington
$1.93M +$1.1M +17,890 +132%
HSA
147
HBK Sorce Advisory
Pennsylvania
$1.9M +$947K +15,427 +99%
FA
148
FDx Advisors
Illinois
$1.89M +$1.68M +27,407 +814%
VAS
149
Vestmark Advisory Solutions
Massachusetts
$1.88M -$160K -2,599 -8%
HC
150
Hourglass Capital
Texas
$1.84M – – –
4 5
6
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