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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

525 hedge funds and large institutions have $5.99B invested in JPMorgan Equity Premium Income ETF in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 312 increasing their positions, 79 reducing their positions, and 34 closing their positions.

Holders
525
Holders Change
+66
Holders Change %
+14.38%
% of All Funds
9.08%
Holding in Top 10
66
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+60.98%
% of All Funds
1.14%
New
102
Increased
312
Reduced
79
Closed
34
Calls
$13M
Puts
$8.49M
Net Calls
+$4.53M
Net Calls Change
+$2.34M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$732M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$987M
3
Morgan Stanley
3
Morgan Stanley
New York
$851M
4
Wells Fargo
4
Wells Fargo
California
$370M
5
Franklin Resources
5
Franklin Resources
California
$78.6M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$48.6M
2
RJA
2
Raymond James & Associates
Florida
$37.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$100M
4
Jane Street
4
Jane Street
New York
$0
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$987M 19,268,952 +3,527,075 +22%
Morgan Stanley
2
Morgan Stanley
New York
$851M 16,617,839 +3,341,382 +25%
Bank of America
3
Bank of America
North Carolina
$732M 14,289,766 +4,088,689 +40%
Wells Fargo
4
Wells Fargo
California
$370M 7,222,129 +2,765,190 +62%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$159M 3,095,205 +432,479 +16%
Osaic Holdings
6
Osaic Holdings
Arizona
$139M 2,706,494 +699,094 +35%
RCM
7
Requisite Capital Management
Texas
$103M 2,017,658 +244,569 +14%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$100M 1,951,398 -822,925 -30%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$81.4M 1,588,346 +238,167 +18%
Franklin Resources
10
Franklin Resources
California
$78.6M 1,534,075 +1,533,899 +871,534%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$77.9M 1,520,511 +349 +0%
CA
12
Cornerstone Advisory
Maryland
$62.1M 1,211,446 +139,777 +13%
UBS Group
13
UBS Group
Switzerland
$55.4M 1,081,502 +1,066,451 +7,086%
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$54.3M 1,060,455 +1,060,455 New
CIA
15
Compass Ion Advisors
Pennsylvania
$53.5M 1,044,928 +244,089 +30%
MML Investors Services
16
MML Investors Services
Massachusetts
$50.5M 985,886 +590,666 +149%
RIG
17
RiverFront Investment Group
Virginia
$48.6M 918,402 -2,940,760 -76%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$45.9M 896,087 +304,500 +51%
GI
19
Gradient Investments
Minnesota
$41.7M 814,594 -10,104 -1%
RA
20
Rational Advisors
New York
$41.1M 801,650 -165,578 -17%
Truist Financial
21
Truist Financial
North Carolina
$39.8M 776,348 +63,886 +9%
RJA
22
Raymond James & Associates
Florida
$37.8M 738,360 -853,335 -54%
CT
23
Cambridge Trust
Massachusetts
$29.6M 578,160 +568,501 +5,886%
AF
24
Allworth Financial
California
$28.3M 552,317 +551,889 +128,946%
AUB
25
Atlantic Union Bankshares
Virginia
$26M 507,086 +77,080 +18%
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