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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.

New
Increased
Maintained
Reduced
Closed
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
Morgan Stanley
New York
$736M
2
Bank of America
Bank of America
North Carolina
$566M
3
Wells Fargo
Wells Fargo
California
$247M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$148M
5
RIG
RiverFront Investment Group
Virginia
$214M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$873M
2
IAN
Integrated Advisors Network
Texas
$2.88M
3
CFA
Camarda Financial Advisors
Florida
$0
4
CA
Cornerstone Advisory
Maryland
$59.4M
5
FANJ
Financial Architects (New Jersey)
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
126
Stephens Inc
Arkansas
$3.51M +$2.01M +36,295 +134%
AI
127
Atria Investments
North Carolina
$3.49M +$3.49M +62,899 New
DE
128
Day & Ennis
Georgia
$3.47M -$221K -3,982 -6%
USCWA
129
U.S. Capital Wealth Advisors
Texas
$3.46M +$1.21M +21,795 +54%
UCFA
130
United Capital Financial Advisors
Texas
$3.44M +$1.67M +30,182 +95%
RIA
131
Realta Investment Advisors
Delaware
$3.38M +$606K +10,916 +22%
CWM
132
Congress Wealth Management
Massachusetts
$3.34M +$158K +2,845 +5%
CFG
133
Cooper Financial Group
California
$3.33M +$92.8K +1,674 +3%
SWP
134
Summit Wealth Partners
Florida
$3.14M +$2.04M +36,864 +187%
HWM
135
HB Wealth Management
Georgia
$3.11M +$492K +8,875 +19%
MA
136
MBA Advisors
Pennsylvania
$3.09M +$3.09M +55,677 New
PCM
137
Pennsylvania Capital Management
Pennsylvania
$3.06M +$1.01M +18,162 +49%
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$3M +$891K +16,070 +42%
OIA
139
OneDigital Investment Advisors
Kansas
$3M -$284K -5,122 -9%
WS
140
Wedbush Securities
California
$2.97M +$1.22M +21,989 +70%
SWA
141
SFMG Wealth Advisors
Texas
$2.96M +$2.25M +40,492 +314%
EWM
142
Evermay Wealth Management
Virginia
$2.96M +$2.14M +38,625 +263%
APA
143
American Portfolios Advisors
New York
$2.94M +$1.03M +18,508 +54%
PWM
144
Perigon Wealth Management
California
$2.93M +$89.3K +1,611 +3%
CCIA
145
Cherry Creek Investment Advisors
Colorado
$2.91M +$93.2K +1,680 +3%
IAN
146
Integrated Advisors Network
Texas
$2.88M -$11.2M -201,194 -79%
BA
147
Bristlecone Advisors
Washington
$2.72M +$980K +17,685 +56%
LWA
148
Lowe Wealth Advisors
Maryland
$2.71M +$800K +14,420 +42%
MBTD
149
Mechanics Bank - Trust Department
California
$2.71M +$2.71M +48,912 New
CAM
150
Cresset Asset Management
Illinois
$2.68M +$1.73M +31,163 +181%
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