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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 %
HIP
176
HUB Investment Partners
Texas
$1.24M +$49.7K +809 +4%
ORC
177
O'Rourke & Company
Massachusetts
$1.24M +$291K +4,737 +31%
ACI
178
Alpha Cubed Investments
California
$1.23M +$1.23M +20,026 New
SWP
179
Summit Wealth Partners
Florida
$1.21M +$831K +13,527 +218%
WOSD
180
WFA of San Diego
California
$1.2M -$49.1K -799 -4%
RAM
181
Redmond Asset Management
Virginia
$1.2M +$430K +7,001 +56%
SWA
182
Stratos Wealth Advisors
Ohio
$1.19M +$276K +4,491 +30%
JWCA
183
J.W. Cole Advisors
Florida
$1.18M +$86.1K +1,403 +8%
AWM
184
AE Wealth Management
Kansas
$1.18M +$332K +5,405 +39%
KFP
185
KMG Fiduciary Partners
Ohio
$1.17M +$833K +13,574 +248%
AWM
186
Accel Wealth Management
Iowa
$1.16M +$267K +4,380 +30%
MA
187
MJP Associates
Connecticut
$1.16M +$245K +3,988 +27%
HIA
188
Harbor Investment Advisory
Maryland
$1.15M +$194K +3,154 +20%
VCP
189
Verus Capital Partners
Arizona
$1.15M +$1.15M +19,963 New
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$1.14M +$1.04M +17,004 +1,098%
GRP
191
Global Retirement Partners
California
$1.13M +$1.13M +19,830 New
WWM
192
Wagner Wealth Management
South Carolina
$1.13M +$1.07M +17,393 +1,771%
MP
193
McDonald Partners
Ohio
$1.11M +$1.11M +18,084 New
APW
194
Aurora Private Wealth
New Jersey
$1.11M +$1.11M +18,086 New
SMC
195
Smith, Moore & Co
Missouri
$1.1M +$617K +10,042 +128%
CFO
196
CVA Family Office
Colorado
$1.09M +$49.1K +800 +5%
WDG
197
Wealth Dimensions Group
Ohio
$1.09M +$209K +3,402 +24%
JF
198
JSF Financial
California
$1.09M +$827K +13,480 +319%
TFS
199
Thoroughbred Financial Services
Tennessee
$1.08M +$106K +1,735 +11%
VC
200
Vicus Capital
Pennsylvania
$1.07M +$146K +2,370 +16%
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