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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

42 hedge funds and large institutions have $103M invested in JPMorgan Equity Premium Income ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
42
Holders Change
+20
Holders Change %
+90.91%
% of All Funds
0.75%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
22
Increased
14
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisory
Maryland
$15.7M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$4.83M
3
BWG
3
Beta Wealth Group
California
$4.53M
4
ACG
4
Allen Capital Group
Nebraska
$2.85M
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$4.03M

Top Sellers

1
SFS
1
Sowell Financial Services
Arkansas
$1K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$17.3M
3
RCM
3
Requisite Capital Management
Texas
$20.2M
4
DMC
4
Drexel Morgan & Co
Pennsylvania
$1.11M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Requisite Capital Management
Texas
$20.2M 359,355 -2,988 -0.8%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$17.3M 310,000 -15,000 -5%
CA
3
Cornerstone Advisory
Maryland
$15.7M 282,152 +162,883 +137%
ARG
4
Advisory Resource Group
Oklahoma
$5.06M 90,832 +45,372 +100%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.83M 86,704 +86,704 New
BWG
6
Beta Wealth Group
California
$4.53M 81,195 +81,195 New
CSPIA
7
Cary Street Partners Investment Advisory
Virginia
$4.03M 72,361 +46,617 +181%
PAA
8
Peregrine Asset Advisers
Oregon
$3.16M 56,700 +43,372 +325%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.89M 51,805 +12,813 +33%
ACG
10
Allen Capital Group
Nebraska
$2.85M 51,095 +51,095 New
PCIA
11
Prime Capital Investment Advisors
Kansas
$2.71M 48,583 +42,317 +675%
CAG
12
Curtis Advisory Group
California
$2.49M 44,682 +39,662 +790%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$2.09M 37,544 +23,115 +160%
DIM
14
Delta Investment Management
California
$1.66M 29,814 +29,814 New
MA
15
MJP Associates
Connecticut
$1.61M 28,886 +28,886 New
AWA
16
Arete Wealth Advisors
Illinois
$1.58M 28,351 +28,351 New
DE
17
Day & Ennis
Georgia
$1.23M 22,011 +8,866 +67%
DMC
18
Drexel Morgan & Co
Pennsylvania
$1.11M 19,865 -2,740 -12%
DA
19
Detalus Advisors
Missouri
$991K 17,772 +5,458 +44%
EIP
20
Ellis Investment Partners
Pennsylvania
$848K 15,203 +12,576 +479%
CFGS
21
Concourse Financial Group Securities
Alabama
$767K 13,633 +13,633 New
CRWM
22
Castle Rock Wealth Management
California
$742K 13,208 +13,208 New
3AM
23
3EDGE Asset Management
Florida
$674K 12,089 +3,509 +41%
Osaic Holdings
24
Osaic Holdings
Arizona
$583K 10,439 +3,630 +53%
CA
25
Cambridge Advisors
Nebraska
$453K 8,123 +213 +3%
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