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JPMorgan Equity Premium Income ETF

1,253 hedge funds and large institutions have $24.8B invested in JPMorgan Equity Premium Income ETF in 2024 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 658 increasing their positions, 284 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 50

132% more repeat investments, than reductions

Existing positions increased: 658 | Existing positions reduced: 284

52% more capital invested

Capital invested by funds: $16.3B → $24.8B (+$8.46B)

15% more funds holding in top 10

Funds holding in top 10: 124142 (+18)

13% more funds holding

Funds holding: 1,1051,253 (+148)

38% less call options, than puts

Call options by funds: $10.3M | Put options by funds: $16.5M

91,261.83% less ownership

Funds ownership: 91,307.36%45.53% (-91,262%)

Holders
1,253
Holders Change
+148
Holders Change %
+13.39%
% of All Funds
16.5%
Holding in Top 10
142
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+14.52%
% of All Funds
1.87%
New
220
Increased
658
Reduced
284
Closed
50
Calls
$10.3M
Puts
$16.5M
Net Calls
-$6.19M
Net Calls Change
-$6.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
226
Private Advisor Group
New Jersey
$8.88M -$311K -5,243 -3%
PFGIA
227
Patriot Financial Group Insurance Agency
Massachusetts
$8.87M +$248K +4,176 +3%
HW
228
Hedeker Wealth
Illinois
$8.78M +$33.1K +557 +0.4%
PFPT
229
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.71M +$3.05M +51,331 +51%
FPAS
230
Focus Partners Advisor Solutions
Missouri
$8.64M +$8.32M +140,149 +1,400%
NRI
231
NFP Retirement Inc
California
$8.56M +$700K +11,787 +9%
TPW
232
Turn8 Private Wealth
$8.55M +$8.91M +150,014 New
Creative Planning
233
Creative Planning
Kansas
$8.54M +$557K +9,385 +7%
RDFA
234
Ritter Daniher Financial Advisory
Ohio
$8.5M +$201K +3,391 +2%
RCA
235
Resonant Capital Advisors
Wisconsin
$8.43M +$363K +6,121 +4%
LPT
236
Legacy Private Trust
Wisconsin
$8.42M +$253K +4,268 +3%
AAS
237
Ameritas Advisory Services
Nebraska
$8.38M +$1.38M +23,182 +19%
NEPWA
238
New England Private Wealth Advisors
Massachusetts
$8.36M +$200K +3,369 +2%
SW
239
StrongBox Wealth
Missouri
$8.34M -$112K -1,879 -1%
CB
240
Cadence Bank
Mississippi
$8.25M +$2.72M +45,837 +47%
SG
241
StoneX Group
New York
$8.25M +$8.5M +143,111 New
CWA
242
Cascade Wealth Advisors
Washington
$8.14M +$1.12M +18,810 +15%
4WM
243
49 Wealth Management
Texas
$8.07M -$2.42M -40,792 -23%
NFG
244
Nations Financial Group
Iowa
$8.06M +$103K +1,734 +1%
BMWS
245
Brady Martz Wealth Solutions
North Dakota
$8M +$8.26M +139,169 New
IA
246
IFP Advisors
Florida
$7.85M -$28.3K -477 -0.3%
Kovitz Investment Group Partners
247
Kovitz Investment Group Partners
Illinois
$7.75M +$14.6K +246 +0.2%
William Blair & Company
248
William Blair & Company
Illinois
$7.67M +$1.55M +26,045 +24%
Cerity Partners
249
Cerity Partners
New York
$7.62M +$496K +8,359 +7%
AUB
250
Atlantic Union Bankshares
Virginia
$7.6M -$253K -4,267 -3%

JEPI Hedge Fund Activity: Q4 2024 in Review

1,253 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q4 2024, worth a combined $24.8B — up 52% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new JEPI positions and 50 closed out — a net gain of 170 holders — while 658 added to existing stakes and 284 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $125M. The largest seller was JP Morgan Chase, cutting an estimated $98.5M.

  • 1,253 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q4 2024, up from 1,105 in Q3 2024.
  • Funds reported $24.8B of JPMorgan Equity Premium Income ETF stock for Q4 2024, up 52% quarter-over-quarter.
  • 220 funds opened new JPMorgan Equity Premium Income ETF positions in Q4 2024 and 50 closed out, a net change of +170 holders.
  • The largest JPMorgan Equity Premium Income ETF buyer in Q4 2024 was Morgan Stanley, an estimated $125M added.
  • The largest JPMorgan Equity Premium Income ETF seller in Q4 2024 was JP Morgan Chase, an estimated $98.5M sold.

Based on aggregated 13F filings for Q4 2024.