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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

392 hedge funds and large institutions have $3.9B invested in JPMorgan Equity Premium Income ETF in 2022 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 221 increasing their positions, 53 reducing their positions, and 20 closing their positions.

Holders
392
Holders Change
+58
Holders Change %
+17.37%
% of All Funds
6.2%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.36%
New
85
Increased
221
Reduced
53
Closed
20
Calls
$5.44M
Puts
$5.93M
Net Calls
-$488K
Net Calls Change
+$2.54M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$410M
2
Bank of America
2
Bank of America
North Carolina
$360M
3
Wells Fargo
3
Wells Fargo
California
$187M
4
RA
4
Rational Advisors
New York
$56.5M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$73.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$983M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$1.01M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$94.1M
4
BOPW
4
Brandywine Oak Private Wealth
Pennsylvania
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.36M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$983M 16,006,927 -3,584,965 -18%
Morgan Stanley
2
Morgan Stanley
New York
$410M 6,671,592 +4,393,104 +193%
Bank of America
3
Bank of America
North Carolina
$360M 5,862,722 +2,932,343 +100%
Wells Fargo
4
Wells Fargo
California
$187M 3,043,879 +1,214,929 +66%
RIG
5
RiverFront Investment Group
Virginia
$159M 2,593,676 +133,490 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$94.1M 1,531,764 -362,723 -19%
RCM
7
Requisite Capital Management
Texas
$90.1M 1,468,063 +451,492 +44%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$84.1M 1,370,039 +491,126 +56%
CA
9
Cornerstone Advisory
Maryland
$75.3M 1,226,499 +65,084 +6%
Osaic Holdings
10
Osaic Holdings
Arizona
$73.6M 1,288,431 +575,737 +81%
RJA
11
Raymond James & Associates
Florida
$72.4M 1,179,364 +134,295 +13%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$71.5M 1,164,849 +116,237 +11%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$70.4M 1,147,288 +334,462 +41%
RA
14
Rational Advisors
New York
$56.5M 920,834 +920,834 New
GI
15
Gradient Investments
Minnesota
$50.3M 818,424 +54,942 +7%
PI
16
PFS Investments
Georgia
$35.9M 585,357 +375,955 +180%
Truist Financial
17
Truist Financial
North Carolina
$30.1M 489,696 +32,565 +7%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$28.3M 461,092 +116,130 +34%
BPWM
19
Badgley Phelps Wealth Managers
Washington
$25.8M 420,011 +20,964 +5%
PFS
20
Prospera Financial Services
Texas
$21.4M 349,309 +339,024 +3,296%
TCWA
21
Ten Capital Wealth Advisors
Washington
$19.7M 320,498 +320,498 New
JIP
22
Jaffetilchin Investment Partners
Florida
$18.9M 336,370 +212,667 +172%
Bank of Nova Scotia
23
Bank of Nova Scotia
Ontario, Canada
$18.4M 300,000 +300,000 New
CA
24
Cetera Advisors
Colorado
$18.2M 296,430 +5,187 +2%
Stifel Financial
25
Stifel Financial
Missouri
$17M 276,159 +119,941 +77%
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