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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

237 hedge funds and large institutions have $1.81B invested in JPMorgan Equity Premium Income ETF in 2021 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 126 increasing their positions, 12 reducing their positions, and 10 closing their positions.

Holders
237
Holders Change
+79
Holders Change %
+50%
% of All Funds
4.16%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
89
Increased
126
Reduced
12
Closed
10
Calls
$994K
Puts
$10.1M
Net Calls
-$9.15M
Net Calls Change
-$3.62M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$825M
2
Bank of America
2
Bank of America
North Carolina
$74.3M
3
RIG
3
RiverFront Investment Group
Virginia
$89.3M
4
Wells Fargo
4
Wells Fargo
California
$48.5M
5
GI
5
Gradient Investments
Minnesota
$40.2M

Top Sellers

1
CSPAM
1
Cary Street Partners Asset Management
Virginia
$0
2
OMC
2
Old Mission Capital
Illinois
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
DIM
4
Delta Investment Management
California
$6.29M
5
CFO
5
CVA Family Office
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$825M 13,846,814 +3,937,544 +40%
RIG
2
RiverFront Investment Group
Virginia
$89.3M 1,497,998 +937,543 +167%
Bank of America
3
Bank of America
North Carolina
$74.3M 1,245,846 +1,243,846 +62,192%
CA
4
Cornerstone Advisory
Maryland
$65.1M 1,092,680 +92,403 +9%
Wells Fargo
5
Wells Fargo
California
$48.5M 813,459 +813,412 +1,730,664%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$45.1M 756,024 +385,217 +104%
RJA
7
Raymond James & Associates
Florida
$42.3M 710,004 +464,668 +189%
RCM
8
Requisite Capital Management
Texas
$41.8M 700,659 +36,652 +6%
GI
9
Gradient Investments
Minnesota
$40.2M 675,049 +675,049 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$39.2M 657,552 +500,286 +318%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$38.4M 643,829 +399,359 +163%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$35.3M 592,394 +219,414 +59%
Osaic Holdings
13
Osaic Holdings
Arizona
$21.4M 359,464 +185,650 +107%
Truist Financial
14
Truist Financial
North Carolina
$18.5M 310,412 +276,146 +806%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$17.1M 287,378 +119,562 +71%
CA
16
Cetera Advisors
Colorado
$14.2M 238,987 +198,043 +484%
IAN
17
Integrated Advisors Network
Texas
$13.6M 228,737 +202,292 +765%
CIA
18
Capital Investment Advisors
Georgia
$12.5M 210,313 +166,611 +381%
ARG
19
Advisory Resource Group
Oklahoma
$11.6M 195,215 +45,383 +30%
CSPIA
20
Cary Street Partners Investment Advisory
Virginia
$10.5M 176,241 +35,939 +26%
RPSA
21
Richard P. Slaughter Associates
Texas
$9.78M 164,096 +164,096 New
ACM
22
Avalon Capital Management
California
$9.33M 156,535 +156,535 New
NA
23
Nottingham Advisors
New York
$9.1M 152,111 +13,375 +10%
GWA
24
GGM Wealth Advisors
Maryland
$8.73M 140,772 +121,237 +621%
SWM
25
Spire Wealth Management
Virginia
$6.82M 113,862 +1,079 +1%
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