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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

93 hedge funds and large institutions have $540M invested in JPMorgan Equity Premium Income ETF in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
93
Holders Change
+51
Holders Change %
+121.43%
% of All Funds
1.64%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
54
Increased
25
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$337M
2
CA
2
Cornerstone Advisory
Maryland
$41M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$22.5M
4
NA
4
Nottingham Advisors
New York
$6.7M
5
SWM
5
Spire Wealth Management
Virginia
$5.44M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$3.36M
2
AWA
2
Arete Wealth Advisors
Illinois
$897K
3
MA
3
MJP Associates
Connecticut
$952K
4
3AM
4
3EDGE Asset Management
Florida
$549K
5
NWA
5
Navis Wealth Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$337M 5,798,611 +5,488,611 +1,771%
CA
2
Cornerstone Advisory
Maryland
$41M 705,872 +423,720 +150%
RCM
3
Requisite Capital Management
Texas
$25.2M 434,372 +75,017 +21%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.5M 386,783 +385,349 +26,872%
NA
5
Nottingham Advisors
New York
$6.7M 115,179 +115,179 New
CSPIA
6
Cary Street Partners Investment Advisory
Virginia
$5.93M 101,988 +29,627 +41%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.87M 100,939 +49,134 +95%
ARG
8
Advisory Resource Group
Oklahoma
$5.53M 95,118 +4,286 +5%
SWM
9
Spire Wealth Management
Virginia
$5.44M 93,509 +93,509 New
NEIRG
10
New England Investment & Retirement Group
Massachusetts
$5.16M 88,763 +88,763 New
BWG
11
Beta Wealth Group
California
$4.93M 84,875 +3,680 +5%
DIM
12
Delta Investment Management
California
$4.57M 78,678 +48,864 +164%
CAG
13
Curtis Advisory Group
California
$4.16M 71,512 +26,830 +60%
ACG
14
Allen Capital Group
Nebraska
$3.91M 67,318 +16,223 +32%
CB
15
Community Bank
New York
$3.91M 67,270 +67,270 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$3.46M 59,577 +22,033 +59%
CAL
17
Capital Analysts LLC
Pennsylvania
$3.46M 59,481 +59,481 New
OMC
18
Old Mission Capital
Illinois
$3.42M 58,765 +54,285 +1,212%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.36M 57,775 -28,929 -33%
PAA
20
Peregrine Asset Advisers
Oregon
$3.3M 56,700 – –
PCIA
21
Prime Capital Investment Advisors
Kansas
$2.76M 47,510 -1,073 -2%
BCI
22
Brinker Capital Investments
Pennsylvania
$2.25M 38,722 +35,059 +957%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.91M 32,925 +22,486 +215%
SFS
24
Sowell Financial Services
Arkansas
$1.89M 31,683 +31,659 +131,913%
DE
25
Day & Ennis
Georgia
$1.64M 28,189 +6,178 +28%
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