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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
+$366M
2
Bank of America
Bank of America
North Carolina
+$241M
3
Wells Fargo
Wells Fargo
California
+$78.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$71.7M
5
RIG
RiverFront Investment Group
Virginia
+$70.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$14.7M
2
IAN
Integrated Advisors Network
Texas
-$11.2M
3
CFA
Camarda Financial Advisors
Florida
-$9.68M
4
CA
Cornerstone Advisory
Maryland
-$8.59M
5
FANJ
Financial Architects (New Jersey)
New Jersey
-$7.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
176
Atlas Capital Advisors
Wyoming
$2.1M +$112K +2,021 +6%
EWM
177
Executive Wealth Management
Michigan
$2.07M -$114K -2,050 -5%
BPA
178
Beacon Pointe Advisors
California
$2M +$2M +36,054 New
KPWS
179
Kestra Private Wealth Services
Texas
$1.98M +$360K +6,484 +22%
RGF
180
Retirement Guys Formula
Ohio
$1.98M +$1.98M +35,681 New
EIA
181
Edgemoor Investment Advisors
Maryland
$1.96M +$1.96M +35,400 New
CRWM
182
Castle Rock Wealth Management
California
$1.94M -$584K -10,494 -23%
HIP
183
HUB Investment Partners
Texas
$1.91M +$793K +14,304 +71%
Thrivent Financial for Lutherans
184
Thrivent Financial for Lutherans
Minnesota
$1.89M +$1.12M +20,159 +145%
SEA
185
Stegent Equity Advisors
Texas
$1.86M +$1.86M +33,496 New
BA
186
Bridge Advisory
California
$1.82M -$3.37K -61 -0.2%
Mariner
187
Mariner
Kansas
$1.8M +$1.8M +32,420 New
NCM
188
Nelson Capital Management
California
$1.77M +$142K +2,553 +9%
LB
189
Legacy Bridge
Iowa
$1.77M – – –
BAAM
190
Baker Avenue Asset Management
California
$1.76M +$550K +9,926 +46%
LNC
191
Lincoln National Corp
Pennsylvania
$1.75M +$414K +7,465 +31%
CBA
192
Coastal Bridge Advisors
Connecticut
$1.74M +$1.74M +31,309 New
KFP
193
KMG Fiduciary Partners
Ohio
$1.72M +$659K +11,889 +62%
MAG
194
Members Advisory Group
New York
$1.69M +$506K +9,142 +43%
RJT
195
Raymond James Trust
Florida
$1.68M +$925K +16,677 +122%
BRWA
196
B. Riley Wealth Advisors
Florida
$1.67M +$263K +4,744 +19%
NCG
197
Newport Capital Group
New Jersey
$1.66M – – –
FFA
198
Fragasso Financial Advisors
Pennsylvania
$1.66M +$1.66M +29,972 New
MA
199
Mutual Advisors
Nebraska
$1.66M +$468K +8,448 +39%
CFA
200
Cahill Financial Advisors
Minnesota
$1.66M +$1.4M +25,286 +549%
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