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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 %
ARIS
201
Advanced Research Investment Solutions
California
$135K 2,261 +2,261 New
CWA
202
Clearview Wealth Advisors
Oregon
$116K 1,944 -2,392 -55%
PCM
203
Penserra Capital Management
California
$108K 1,814 +1,814 New
Morgan Stanley
204
Morgan Stanley
New York
$107K 1,794 +1,182 +193%
LDFR
205
Lehman & Derafelo Financial Resources
Pennsylvania
$103K 1,734 +2 +0.1%
HDIM
206
Hanson & Doremus Investment Management
Vermont
$103K 1,728 +1,728 New
EWM
207
EPG Wealth Management
Georgia
$94K 1,585 +1,585 New
PA
208
Parallel Advisors
California
$91K 1,525 +1,525 New
AIC
209
Archer Investment Corporation
Indiana
$89.4K 1,500 +1,500 New
Simplex Trading
210
Simplex Trading
Illinois
$77K 1,286 – –
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$70K 1,174 +874 +291%
AF
212
Advisornet Financial
Minnesota
$60K 1,000 -607 -38%
CIAS
213
Capital Investment Advisory Services
North Carolina
$60K 1,000 – –
WWM
214
Wagner Wealth Management
South Carolina
$60K 970 +970 New
MA
215
Montag & Associates
Georgia
$55K 930 +509 +121%
OIA
216
Optimum Investment Advisors
Illinois
$54K 900 +900 New
KTC
217
Kistler-Tiffany Companies
Pennsylvania
$46K 780 +780 New
AWMS
218
Advocacy Wealth Management Services
Georgia
$37K 628 +628 New
HI
219
Hudock Inc
Pennsylvania
$36K 617 +422 +216%
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$31K 528 +28 +6%
ST
221
Smithfield Trust
Pennsylvania
$26K 430 +430 New
FCMT
222
Founders Capital Management (Texas)
Texas
$24K 402 +402 New
SAM
223
Strategic Asset Management
Minnesota
$23K 373 +373 New
CI
224
Cordant Inc
Oregon
$23K 392 +392 New
NFSG
225
Newbridge Financial Services Group
Florida
$19K 320 +320 New
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9
10