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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 %
CAM
201
Cresset Asset Management
Illinois
$1.06M +$1.06M +17,191 New
LI
202
LVZ Inc
Michigan
$1.05M -$12.4K -202 -1%
AAS
203
Avantax Advisory Services
Texas
$1.04M +$440K +7,173 +73%
MCA
204
MSH Capital Advisors
Arizona
$1.03M +$297K +4,838 +40%
RWA
205
Redhawk Wealth Advisors
Minnesota
$1.01M -$27.3M -444,736 -96%
PCIA
206
Prime Capital Investment Advisors
Kansas
$978K -$1.34M -21,251 -58%
ICP
207
Interchange Capital Partners
Pennsylvania
$977K +$977K +15,923 New
Cetera Investment Advisers
208
Cetera Investment Advisers
Illinois
$965K +$470K +7,653 +95%
MW
209
Marcum Wealth
Ohio
$957K +$307 +5 +0%
HA
210
Herold Advisors
New York
$945K +$21.7K +354 +2%
RRA
211
Round Rock Advisors
Connecticut
$939K +$29.9K +487 +3%
FPB
212
First PREMIER Bank
South Dakota
$905K +$226K +3,688 +33%
EWM
213
Evermay Wealth Management
Virginia
$900K +$330K +5,378 +58%
SS
214
Sunbelt Securities
Texas
$874K +$515K +8,363 +144%
KF
215
Krilogy Financial
Missouri
$869K +$151K +2,460 +21%
CFGS
216
Concourse Financial Group Securities
Alabama
$866K -$216K -3,526 -20%
Thrivent Financial for Lutherans
217
Thrivent Financial for Lutherans
Minnesota
$851K +$851K +13,856 New
RJT
218
Raymond James Trust
Florida
$836K +$199K +3,248 +31%
SWA
219
SFMG Wealth Advisors
Texas
$792K +$792K +12,902 New
AR
220
Apeiron RIA
Texas
$781K +$303K +4,900 +63%
BWA
221
Beam Wealth Advisors
Louisiana
$756K +$7.19K +117 +1%
RFC
222
Regions Financial Corp
Alabama
$743K +$274K +4,455 +58%
TC
223
TownSquare Capital
Utah
$735K +$510K +8,308 +227%
MAG
224
Mayfair Advisory Group
Alabama
$728K +$728K +11,934 New
NCM
225
NCM Capital Management
New Jersey
$723K +$386K +6,284 +115%
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