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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

158 hedge funds and large institutions have $1.03B invested in JPMorgan Equity Premium Income ETF in 2021 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 66 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
158
Holders Change
+65
Holders Change %
+69.89%
% of All Funds
2.76%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
73
Increased
66
Reduced
10
Closed
7
Calls
–
Puts
$5.53M
Net Calls
-$5.53M
Net Calls Change
-$5.53M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$600M
2
RIG
2
RiverFront Investment Group
Virginia
$33.9M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$22.6M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$22.5M
5
CA
5
Cornerstone Advisory
Maryland
$60.6M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$14.8M
2
SFS
2
Sowell Financial Services
Arkansas
$880K
3
DMC
3
Drexel Morgan & Co
Pennsylvania
$407K
4
HC
4
Hourglass Capital
Texas
$909K
5
BAM
5
Bruderman Asset Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$600M 9,909,270 +4,110,659 +71%
CA
2
Cornerstone Advisory
Maryland
$60.6M 1,000,277 +294,405 +42%
RCM
3
Requisite Capital Management
Texas
$40.2M 664,007 +229,635 +53%
RIG
4
RiverFront Investment Group
Virginia
$33.9M 560,455 +560,455 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$22.6M 372,980 +315,205 +546%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$22.5M 370,807 +311,230 +522%
RJA
7
Raymond James & Associates
Florida
$14.9M 245,336 +245,336 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$14.8M 244,470 -142,313 -37%
Osaic Holdings
9
Osaic Holdings
Arizona
$10.5M 173,814 +140,889 +428%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$10.2M 167,816 +66,877 +66%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$9.53M 157,266 +145,512 +1,238%
ARG
12
Advisory Resource Group
Oklahoma
$9.08M 149,832 +54,714 +58%
CSPIA
13
Cary Street Partners Investment Advisory
Virginia
$8.5M 140,302 +38,314 +38%
NA
14
Nottingham Advisors
New York
$8.4M 138,736 +23,557 +20%
DIM
15
Delta Investment Management
California
$8.05M 132,820 +54,142 +69%
CSPAM
16
Cary Street Partners Asset Management
Virginia
$7.12M 117,568 +117,568 New
SWM
17
Spire Wealth Management
Virginia
$6.83M 112,783 +19,274 +21%
NEIRG
18
New England Investment & Retirement Group
Massachusetts
$6.7M 110,688 +21,925 +25%
CB
19
Community Bank
New York
$5.65M 93,270 +26,000 +39%
BWG
20
Beta Wealth Group
California
$5.29M 87,411 +2,536 +3%
CAG
21
Curtis Advisory Group
California
$4.77M 78,750 +7,238 +10%
OMC
22
Old Mission Capital
Illinois
$3.9M 64,387 +5,622 +10%
BCI
23
Brinker Capital Investments
Pennsylvania
$3.66M 60,362 +21,640 +56%
CRWM
24
Castle Rock Wealth Management
California
$3.66M 59,097 +47,351 +403%
ACG
25
Allen Capital Group
Nebraska
$3.53M 58,269 -9,049 -13%
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