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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 %
ACM
151
Ategra Capital Management
Virginia
$476K 7,987 -588 -7%
HIA
152
Harbor Investment Advisory
Maryland
$474K 7,947 +2,788 +54%
SWM
153
Stockman Wealth Management
Montana
$471K 7,905 -2,100 -21%
LFGH
154
Lee Financial Group Hawaii
Hawaii
$411K 6,898 +2,521 +58%
SAM
155
Seelaus Asset Management
New Jersey
$401K 6,720 +1,400 +26%
IA
156
IFP Advisors
Florida
$401K 6,701 +6,201 +1,240%
HI
157
Harbour Investments
Wisconsin
$401K 6,730 +6,690 +16,725%
F
158
F3Logic
Minnesota
$388K 6,535 +6,535 New
William Blair & Company
159
William Blair & Company
Illinois
$382K 6,402 +5,377 +525%
USCWA
160
U.S. Capital Wealth Advisors
Texas
$381K 6,391 +6,391 New
CG
161
Colony Group
Massachusetts
$375K 6,296 +6,296 New
FFN
162
Focus Financial Network
Minnesota
$373K 6,258 +454 +8%
IAS
163
Investment Advisory Services
Texas
$366K 6,142 +6,142 New
RFC
164
Regions Financial Corp
Alabama
$365K 6,125 +6,125 New
AIP
165
Ahrens Investment Partners
Louisiana
$357K 5,981 +1,231 +26%
IWN
166
Independent Wealth Network
Iowa
$346K 5,607 +5,607 New
PCM
167
Parsons Capital Management
Rhode Island
$338K 5,665 +1,005 +22%
MAFM
168
Mid Atlantic Financial Management
Pennsylvania
$336K 5,632 +5,632 New
WMP
169
Wealth Management Partners
Arizona
$334K 5,595 +5,595 New
YWP
170
YorkBridge Wealth Partners
New York
$328K 5,500 +400 +8%
NL
171
NVWM LLC
Pennsylvania
$327K 5,493 +5,493 New
CT
172
Cambridge Trust
Massachusetts
$321K 5,387 +5,387 New
MA
173
Mutual Advisors
Nebraska
$318K 5,335 +5,335 New
AWM
174
Altavista Wealth Management
North Carolina
$311K 5,220 +5,220 New
SHGA
175
Sand Hill Global Advisors
California
$310K 5,194 +5,194 New
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7
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