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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 %
TIA
176
Tiemann Investment Advisors
California
$306K 5,125 +5,125 New
IIA
177
IPG Investment Advisors
California
$297K 4,975 +1,275 +34%
M&T Bank
178
M&T Bank
New York
$293K 4,920 +4,920 New
APA
179
American Portfolios Advisors
New York
$285K 4,773 +4,773 New
IA
180
IAM Advisory
Pennsylvania
$279K 4,646 +4,646 New
CCFM
181
Clear Creek Financial Management
Washington
$278K 4,670 +520 +13%
PFGIA
182
Patriot Financial Group Insurance Agency
Massachusetts
$274K 4,600 – –
EL
183
EMFO LLC
Florida
$268K 4,500 +4,450 +8,900%
HAS
184
HBW Advisory Services
California
$254K 4,259 +4,259 New
PFA
185
Plotkin Financial Advisors
Maryland
$252K 4,230 +163 +4%
TFS
186
Thoroughbred Financial Services
Tennessee
$248K 4,170 – –
BTWM
187
Baker Tilly Wealth Management
Wisconsin
$238K 4,000 +4,000 New
EFS
188
Essex Financial Services
Connecticut
$233K 3,905 +3,905 New
NFG
189
Nations Financial Group
Iowa
$227K 3,801 +3,801 New
FFG
190
Fortem Financial Group
California
$227K 3,815 +3,815 New
AAS
191
Avantax Advisory Services
Texas
$226K 3,780 +3,780 New
BWM
192
Baystate Wealth Management
Massachusetts
$221K 3,714 +59 +2%
ASN
193
Advisory Services Network
Georgia
$218K 3,665 +2,940 +406%
HCM
194
Highlander Capital Management
New Jersey
$215K 3,600 – –
MFP
195
Meridian Financial Partners
Virginia
$215K 3,562 +3,562 New
OIA
196
OneDigital Investment Advisors
Kansas
$209K 3,499 +3,499 New
KFP
197
KMG Fiduciary Partners
Ohio
$207K 3,466 +3,466 New
GTAM
198
Global Trust Asset Management
Florida
$204K 3,422 +13 +0.4%
VCM
199
Versant Capital Management
Arizona
$179K 3,000 – –
CFA
200
Cahill Financial Advisors
Minnesota
$171K 2,870 +2,870 New
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8
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