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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 %
NCG
151
Newport Capital Group
New Jersey
$1.84M – – –
NCM
152
Nelson Capital Management
California
$1.81M +$1.04K +17 +0.1%
KPWS
153
Kestra Private Wealth Services
Texas
$1.8M +$462K +7,525 +35%
WAM
154
Weinberger Asset Management
California
$1.79M +$582K +9,477 +48%
PA
155
PFG Advisors
Arizona
$1.75M +$662K +10,777 +61%
RC
156
Rovin Capital
Arizona
$1.68M +$562K +9,146 +50%
GCM
157
Gables Capital Management
Florida
$1.67M – – –
SCA
158
Snowden Capital Advisors
New York
$1.66M +$888K +14,470 +115%
SI
159
Stephens Inc
Arkansas
$1.66M +$1.38M +22,447 +492%
ECM
160
Evergreen Capital Management
Washington
$1.65M +$1.65M +26,843 New
NFG
161
Nations Financial Group
Iowa
$1.57M +$976K +15,894 +166%
BRWA
162
B. Riley Wealth Advisors
Florida
$1.55M +$48.7K +793 +3%
SW
163
SteelPeak Wealth
California
$1.55M -$17.1K -279 -1%
LNC
164
Lincoln National Corp
Pennsylvania
$1.48M +$34.1K +555 +2%
OWA
165
Outlook Wealth Advisors
Texas
$1.47M +$247K +4,027 +20%
KIA
166
Kraematon Investment Advisors
Massachusetts
$1.37M +$468K +7,619 +52%
Citadel Advisors
167
Citadel Advisors
Florida
$1.36M -$4.56M -74,174 -77%
CA
168
Cambridge Advisors
Nebraska
$1.35M +$92.2K +1,501 +7%
BAAM
169
Baker Avenue Asset Management
California
$1.34M +$1.34M +21,793 New
DC
170
Davenport & Co
Virginia
$1.33M -$69.7K -1,135 -5%
MA
171
Mutual Advisors
Nebraska
$1.32M +$800K +13,027 +154%
MAG
172
Members Advisory Group
New York
$1.32M +$1.32M +21,402 New
HTC
173
Haverford Trust Company
Pennsylvania
$1.28M +$114K +1,865 +10%
OC
174
Oppenheimer & Co
New York
$1.28M +$357K +5,806 +39%
CW
175
CreativeOne Wealth
Kansas
$1.27M +$6.7K +109 +0.5%
5 6
7
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