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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

22 hedge funds and large institutions have $56.4M invested in JPMorgan Equity Premium Income ETF in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and closing their positions.

Holders
22
Holders Change
+14
Holders Change %
+175%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
14
Increased
7
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Requisite Capital Management
Texas
$19.3M
2
CA
2
Cornerstone Advisory
Maryland
$6.36M
3
ARG
3
Advisory Resource Group
Oklahoma
$2.42M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.08M
5
SFS
5
Sowell Financial Services
Arkansas
$1.38M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$17.3M
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Requisite Capital Management
Texas
$19.3M 362,343 +362,343 New
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$17.3M 325,000 -25,000 -7%
CA
3
Cornerstone Advisory
Maryland
$6.36M 119,269 +114,314 +2,307%
ARG
4
Advisory Resource Group
Oklahoma
$2.42M 45,460 +45,460 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.08M 38,992 +38,992 New
SFS
6
Sowell Financial Services
Arkansas
$1.38M 25,788 +25,788 New
CSPIA
7
Cary Street Partners Investment Advisory
Virginia
$1.37M 25,744 +9,811 +62%
DMC
8
Drexel Morgan & Co
Pennsylvania
$1.21M 22,605 +17,630 +354%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$769K 14,429 +14,429 New
PAA
10
Peregrine Asset Advisers
Oregon
$711K 13,328 +13,328 New
DE
11
Day & Ennis
Georgia
$701K 13,145 +13,145 New
DA
12
Detalus Advisors
Missouri
$657K 12,314 +4,840 +65%
3AM
13
3EDGE Asset Management
Florida
$458K 8,580 +1,676 +24%
CA
14
Cambridge Advisors
Nebraska
$422K 7,910 +7,910 New
Osaic Holdings
15
Osaic Holdings
Arizona
$364K 6,809 +6,609 +3,305%
PCIA
16
Prime Capital Investment Advisors
Kansas
$334K 6,266 +6,266 New
CAG
17
Curtis Advisory Group
California
$268K 5,020 +5,020 New
EIP
18
Ellis Investment Partners
Pennsylvania
$140K 2,627 +2,627 New
IA
19
IFP Advisors
Florida
$101K 1,900 +1,900 New
AF
20
Advisornet Financial
Minnesota
$64K 1,200 +1,200 New
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$32K 601 +8 +1%
HWM
22
HighMark Wealth Management
Minnesota
$5K 91 +91 New
CFGS
23
Concourse Financial Group Securities
Alabama
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