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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.

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 %
CFO
151
CVA Family Office
Colorado
$1.07M +$1.07M +17,000 New
TFS
152
Thoroughbred Financial Services
Tennessee
$998K +$735K +11,635 +279%
HIA
153
Harbor Investment Advisory
Maryland
$988K +$486K +7,695 +97%
MW
154
Marcum Wealth
Ohio
$984K +$266K +4,217 +37%
HSA
155
HBK Sorce Advisory
Pennsylvania
$981K +$374K +5,917 +62%
ORC
156
O'Rourke & Company
Massachusetts
$974K +$974K +15,416 New
HA
157
Herold Advisors
New York
$950K +$98.2K +1,554 +12%
OC
158
Oppenheimer & Co
New York
$949K +$949K +15,022 New
MA
159
MJP Associates
Connecticut
$941K +$64.5K +1,025 +7%
SWA
160
Stratos Wealth Advisors
Ohio
$940K +$940K +14,878 New
SFS
161
Sowell Financial Services
Arkansas
$939K +$151K +2,368 +19%
RRA
162
Round Rock Advisors
Connecticut
$935K +$935K +14,800 New
VC
163
Vicus Capital
Pennsylvania
$929K +$124K +2,022 +15%
AWM
164
Accel Wealth Management
Iowa
$929K +$929K +14,704 New
KIA
165
Kraematon Investment Advisors
Massachusetts
$923K +$923K +14,609 New
WDG
166
Wealth Dimensions Group
Ohio
$905K +$271K +4,290 +43%
AWM
167
AE Wealth Management
Kansas
$874K -$85.5K -1,354 -9%
BA
168
Bristlecone Advisors
Washington
$857K +$857K +13,558 New
SCA
169
Snowden Capital Advisors
New York
$794K +$44.1K +699 +6%
RAM
170
Redmond Asset Management
Virginia
$788K +$135K +2,142 +21%
BWA
171
Beam Wealth Advisors
Louisiana
$770K +$86.9K +1,376 +13%
TIAM2
172
Tru Independence Asset Management 2
Oregon
$769K +$205K +3,242 +36%
MCA
173
MSH Capital Advisors
Arizona
$758K +$758K +11,988 New
BWM
174
Baystate Wealth Management
Massachusetts
$753K +$518K +8,195 +221%
BWM
175
BlackDiamond Wealth Management
New York
$750K +$750K +11,874 New
5 6
7
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