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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

525 hedge funds and large institutions have $5.99B invested in JPMorgan Equity Premium Income ETF in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 312 increasing their positions, 79 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+66
Holders Change %
+14.38%
% of All Funds
9.08%
Holding in Top 10
66
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+60.98%
% of All Funds
1.14%
New
102
Increased
312
Reduced
79
Closed
34
Calls
$13M
Puts
$8.49M
Net Calls
+$4.53M
Net Calls Change
+$2.34M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$732M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$987M
3
Morgan Stanley
Morgan Stanley
New York
$851M
4
Wells Fargo
Wells Fargo
California
$370M
5
Franklin Resources
Franklin Resources
California
$78.6M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$48.6M
2
RJA
Raymond James & Associates
Florida
$37.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$100M
4
Jane Street
Jane Street
New York
$0
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
176
Fortress Wealth Management
California
$3.25M +$1.09M +21,317 +51%
RIA
177
Realta Investment Advisors
Delaware
$3.24M +$121K +2,354 +4%
BFA
178
Beacon Financial Advisory
Ohio
$3.23M +$3.23M +63,086 New
GWANC
179
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.21M +$2.09M +40,764 +186%
NCG
180
Newport Capital Group
New Jersey
$3.2M +$1.6M +29,898 +100%
WCFA
181
Walkner Condon Financial Advisors
Wisconsin
$3.14M +$2.16M +42,166 +221%
KFP
182
KMG Fiduciary Partners
Ohio
$3.07M +$1.49M +29,059 +94%
LWA
183
Lowe Wealth Advisors
Maryland
$3.05M +$541K +10,560 +22%
OFS
184
OneAscent Financial Services
Alabama
$2.95M +$604K +11,790 +26%
VAS
185
Vestmark Advisory Solutions
Massachusetts
$2.95M +$890K +17,372 +43%
SWM
186
Spire Wealth Management
Virginia
$2.95M -$879K -17,151 -23%
HWM
187
HB Wealth Management
Georgia
$2.95M +$71K +1,386 +2%
OIA
188
OneDigital Investment Advisors
Kansas
$2.95M +$180K +3,510 +6%
RGF
189
Retirement Guys Formula
Ohio
$2.93M +$1.1M +21,418 +60%
PFA
190
Peak Financial Advisors
Colorado
$2.92M +$2.15M +41,949 +279%
WS
191
Wedbush Securities
California
$2.89M +$142K +2,764 +5%
Mercer Global Advisors
192
Mercer Global Advisors
Colorado
$2.88M +$117K +2,278 +4%
EFS
193
Essex Financial Services
Connecticut
$2.79M +$474K +9,252 +20%
AAS
194
Ameritas Advisory Services
Nebraska
$2.78M +$1.29M +25,196 +87%
GM
195
GeoWealth Management
Illinois
$2.75M -$3.13M -60,963 -53%
RFWA
196
RPg Family Wealth Advisory
Massachusetts
$2.7M +$33.8K +612 +1%
MWM
197
Mascoma Wealth Management
New Hampshire
$2.68M +$215K +4,206 +9%
WAM
198
Weinberger Asset Management
California
$2.64M +$448K +8,738 +20%
CCIA
199
Cherry Creek Investment Advisors
Colorado
$2.62M -$66.5K -1,297 -2%
HSA
200
HBK Sorce Advisory
Pennsylvania
$2.58M +$2.58M +50,356 New
6 7
8
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