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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 %
RFWA
151
RPg Family Wealth Advisory
Massachusetts
$2.67M +$2.66M +48,017 +29,640%
MWM
152
Mascoma Wealth Management
New Hampshire
$2.67M +$169K +3,049 +7%
Millennium Management
153
Millennium Management
New York
$2.63M +$2.63M +47,381 New
DA
154
Detalus Advisors
Missouri
$2.58M +$71.8K +1,295 +3%
OFS
155
OneAscent Financial Services
Alabama
$2.54M +$2.54M +45,878 New
NCM
156
NCM Capital Management
New Jersey
$2.54M +$1.88M +33,976 +289%
EFS
157
Essex Financial Services
Connecticut
$2.51M +$1.92M +34,610 +326%
MFP
158
Meridian Financial Partners
Virginia
$2.51M +$378K +6,652 +18%
MC
159
Moors & Cabot
Massachusetts
$2.47M +$450K +8,112 +22%
FA
160
FDx Advisors
Illinois
$2.46M +$751K +13,534 +44%
WWM
161
Wagner Wealth Management
South Carolina
$2.45M +$1.43M +25,803 +140%
CA
162
Cambridge Advisors
Nebraska
$2.43M +$1.21M +21,780 +99%
AAS
163
Avantax Advisory Services
Texas
$2.42M +$1.48M +26,668 +157%
WAM
164
Weinberger Asset Management
California
$2.38M +$763K +13,768 +47%
DC
165
Davenport & Co
Virginia
$2.37M +$1.17M +21,149 +98%
CCMW
166
Cypress Capital Management (Wyoming)
Wyoming
$2.37M -$135K -2,437 -5%
PAG
167
Private Advisor Group
New Jersey
$2.36M +$2.02M +36,512 +599%
RIL
168
Rothschild Investment LLC
Illinois
$2.35M +$2.35M +42,374 New
FWM
169
Fortress Wealth Management
California
$2.34M +$2.34M +42,167 New
CW
170
CreativeOne Wealth
Kansas
$2.33M +$1.19M +21,448 +104%
HNWAG
171
High Net Worth Advisory Group
Florida
$2.29M +$441K +7,948 +24%
VAS
172
Vestmark Advisory Solutions
Massachusetts
$2.23M +$532K +9,595 +31%
PA
173
PFG Advisors
Arizona
$2.2M +$619K +11,157 +39%
MFG
174
MidWestOne Financial Group
Iowa
$2.19M +$272K +4,905 +14%
RFC
175
Regions Financial Corp
Alabama
$2.14M +$1.47M +26,534 +219%
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