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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
$736M
2
Bank of America
Bank of America
North Carolina
$566M
3
Wells Fargo
Wells Fargo
California
$247M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$148M
5
RIG
RiverFront Investment Group
Virginia
$214M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$873M
2
IAN
Integrated Advisors Network
Texas
$2.88M
3
CFA
Camarda Financial Advisors
Florida
$0
4
CA
Cornerstone Advisory
Maryland
$59.4M
5
FANJ
Financial Architects (New Jersey)
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealthfront Advisers
201
Wealthfront Advisers
California
$1.62M +$1.32M +23,774 +444%
ICP
202
Interchange Capital Partners
Pennsylvania
$1.61M +$727K +13,120 +82%
AAS
203
Ameritas Advisory Services
Nebraska
$1.61M +$1.35M +24,257 +514%
Qube Research & Technologies (QRT)
204
Qube Research & Technologies (QRT)
United Kingdom
$1.57M -$3.07M -55,389 -66%
HIA
205
Harbor Investment Advisory
Maryland
$1.57M +$523K +9,432 +50%
RC
206
Rovin Capital
Arizona
$1.55M +$25.7K +463 +2%
ECM
207
Evergreen Capital Management
Washington
$1.54M +$51.2K +924 +3%
GCM
208
Gables Capital Management
Florida
$1.51M – – –
OC
209
Oppenheimer & Co
New York
$1.46M +$300K +5,406 +26%
KIA
210
Kraematon Investment Advisors
Massachusetts
$1.41M +$178K +3,218 +14%
LFAS
211
Level Four Advisory Services
Texas
$1.4M -$400K -7,216 -22%
SCA
212
Snowden Capital Advisors
New York
$1.37M -$133K -2,402 -9%
IA
213
Integrity Advisory
Kansas
$1.36M +$1.36M +24,519 New
ORC
214
O'Rourke & Company
Massachusetts
$1.36M +$240K +4,322 +21%
SW
215
SteelPeak Wealth
California
$1.35M -$55.4K -1,000 -4%
VCP
216
Verus Capital Partners
Arizona
$1.33M -$582K -6,069 -30%
PA
217
Pinnacle Associates
New York
$1.32M +$1.04M +18,690 +366%
MW
218
Marcum Wealth
Ohio
$1.31M +$447K +8,055 +52%
AFM
219
Andesa Financial Management
Pennsylvania
$1.29M -$758K -13,662 -37%
TFS
220
Thoroughbred Financial Services
Tennessee
$1.28M +$305K +5,502 +31%
ACA
221
Aptus Capital Advisors
Alabama
$1.28M +$739K +13,330 +138%
OWA
222
Outlook Wealth Advisors
Texas
$1.27M -$58.6K -1,056 -4%
FCI
223
Financial Counselors Inc
Kansas
$1.24M +$724K +13,051 +140%
GWANC
224
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.22M +$1.22M +21,925 New
WDG
225
Wealth Dimensions Group
Ohio
$1.21M +$227K +4,092 +23%
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