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JPMorgan Equity Premium Income ETF
JEPI

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.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

183% more capital invested

Capital invested by funds: $19.9M → $56.4M (+$36.5M)

175% more funds holding

Funds holding: 8 → 22 (+14)

12.24% less ownership

Funds ownership: 71.1% → 58.86% (-12%)

Holders
22
Holders Change
+14
Holders Change %
+175%
% of All Funds
0.44%
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
Requisite Capital Management
Texas
+$19.2M
2
CA
Cornerstone Advisory
Maryland
+$6.05M
3
ARG
Advisory Resource Group
Oklahoma
+$2.41M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.06M
5
SFS
Sowell Financial Services
Arkansas
+$1.37M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1
Requisite Capital Management
Texas
$19.3M +$19.2M +362,343 New
JP Morgan Chase
2
JP Morgan Chase
New York
$17.3M -$1.32M -25,000 -7%
CA
3
Cornerstone Advisory
Maryland
$6.36M +$6.05M +114,314 +2,307%
ARG
4
Advisory Resource Group
Oklahoma
$2.42M +$2.41M +45,460 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.08M +$2.06M +38,992 New
SFS
6
Sowell Financial Services
Arkansas
$1.38M +$1.37M +25,788 New
CSPIA
7
Cary Street Partners Investment Advisory
Virginia
$1.37M +$519K +9,811 +62%
DMC
8
Drexel Morgan & Co
Pennsylvania
$1.21M +$933K +17,630 +354%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$769K +$764K +14,429 New
PAA
10
Peregrine Asset Advisers
Oregon
$711K +$706K +13,328 New
DE
11
Day & Ennis
Georgia
$701K +$696K +13,145 New
DA
12
Detalus Advisors
Missouri
$657K +$256K +4,840 +65%
3AM
13
3EDGE Asset Management
Florida
$458K +$88.7K +1,676 +24%
CA
14
Cambridge Advisors
Nebraska
$422K +$419K +7,910 New
Osaic Holdings
15
Osaic Holdings
Arizona
$364K +$350K +6,609 +3,305%
PCIA
16
Prime Capital Investment Advisors
Kansas
$334K +$332K +6,266 New
CAG
17
Curtis Advisory Group
California
$268K +$266K +5,020 New
EIP
18
Ellis Investment Partners
Pennsylvania
$140K +$139K +2,627 New
IA
19
IFP Advisors
Florida
$101K +$101K +1,900 New
AF
20
Advisornet Financial
Minnesota
$64K +$63.5K +1,200 New
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$32K +$424 +8 +1%
HWM
22
HighMark Wealth Management
Minnesota
$5K +$4.82K +91 New