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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

334 hedge funds and large institutions have $3.19B invested in JPMorgan Equity Premium Income ETF in 2021 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 176 increasing their positions, 23 reducing their positions, and 14 closing their positions.

Holders
334
Holders Change
+97
Holders Change %
+40.93%
% of All Funds
5.16%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.31%
New
115
Increased
176
Reduced
23
Closed
14
Calls
$3.07M
Puts
$6.09M
Net Calls
-$3.02M
Net Calls Change
+$6.12M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.24B
2
Morgan Stanley
2
Morgan Stanley
New York
$144M
3
Bank of America
3
Bank of America
North Carolina
$185M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$120M
5
Wells Fargo
5
Wells Fargo
California
$116M

Top Sellers

1
Citigroup
1
Citigroup
New York
$0
2
BCM
2
Brookstone Capital Management
Illinois
$688K
3
FWP
3
FAS Wealth Partners
Kansas
$133K
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.09M
5
MP
5
McDonald Partners
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.24B 19,591,892 +5,745,078 +41%
Bank of America
2
Bank of America
North Carolina
$185M 2,930,379 +1,684,533 +135%
RIG
3
RiverFront Investment Group
Virginia
$155M 2,460,186 +962,188 +64%
Morgan Stanley
4
Morgan Stanley
New York
$144M 2,278,488 +2,276,694 +126,906%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$120M 1,894,487 +1,236,935 +188%
Wells Fargo
6
Wells Fargo
California
$116M 1,828,950 +1,015,491 +125%
CA
7
Cornerstone Advisory
Maryland
$73.4M 1,161,415 +68,735 +6%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$66.3M 1,048,612 +292,588 +39%
RJA
9
Raymond James & Associates
Florida
$66M 1,045,069 +335,065 +47%
RCM
10
Requisite Capital Management
Texas
$64.7M 1,016,571 +315,912 +45%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$55.5M 878,913 +235,084 +37%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$51.4M 812,826 +220,432 +37%
GI
13
Gradient Investments
Minnesota
$48.2M 763,482 +88,433 +13%
Osaic Holdings
14
Osaic Holdings
Arizona
$45M 712,694 +353,230 +98%
RWA
15
Redhawk Wealth Advisors
Minnesota
$29.1M 461,180 +431,182 +1,437%
Truist Financial
16
Truist Financial
North Carolina
$28.9M 457,131 +146,719 +47%
BPWM
17
Badgley Phelps Wealth Managers
Washington
$25.2M 399,047 +399,047 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$21.8M 344,962 +57,584 +20%
CA
19
Cetera Advisors
Colorado
$18.4M 291,243 +52,256 +22%
CIA
20
Capital Investment Advisors
Georgia
$15.1M 239,464 +29,151 +14%
IAN
21
Integrated Advisors Network
Texas
$14.7M 232,297 +3,560 +2%
PI
22
PFS Investments
Georgia
$13.2M 209,402 +209,402 New
CAN
23
Cetera Advisor Networks
California
$13.1M 207,596 +176,250 +562%
ARG
24
Advisory Resource Group
Oklahoma
$12.9M 211,782 +16,567 +8%
RPSA
25
Richard P. Slaughter Associates
Texas
$12.8M 201,824 +37,728 +23%
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