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JPMorgan Equity Premium Income ETF
JEPI

460 hedge funds and large institutions have $5.04B invested in JPMorgan Equity Premium Income ETF in 2022 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 277 increasing their positions, 52 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 52

241% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 29

78% more funds holding in top 10

Funds holding in top 10: 23 → 41 (+18)

37% more call options, than puts

Call options by funds: $8.04M | Put options by funds: $5.85M

29% more capital invested

Capital invested by funds: $3.9B → $5.04B (+$1.14B)

17% more funds holding

Funds holding: 393 → 460 (+67)

0.41% less ownership

Funds ownership: 50.21% → 49.8% (-0.41%)

Holders
460
Holders Change
+67
Holders Change %
+17.05%
% of All Funds
7.75%
Holding in Top 10
41
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+78.26%
% of All Funds
0.69%
New
99
Increased
277
Reduced
52
Closed
29
Calls
$8.04M
Puts
$5.85M
Net Calls
+$2.19M
Net Calls Change
+$2.68M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$382M
2
Bank of America
Bank of America
North Carolina
+$251M
3
Wells Fargo
Wells Fargo
California
+$81.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$74.8M
5
RIG
RiverFront Investment Group
Virginia
+$73.2M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$15.3M
2
IAN
Integrated Advisors Network
Texas
-$11.6M
3
CFA
Camarda Financial Advisors
Florida
-$9.68M
4
CA
Cornerstone Advisory
Maryland
-$8.96M
5
FANJ
Financial Architects (New Jersey)
New Jersey
-$7.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
LI
251
LVZ Inc
Michigan
$960K +$10.4K +179 +1%
CG
252
Caprock Group
Idaho
$944K +$793K +13,704 +413%
HA
253
Herold Advisors
New York
$937K +$87.2K +1,507 +10%
TP
254
Tranquility Partners
Tennessee
$928K +$304K +5,252 +46%
RRA
255
Round Rock Advisors
Connecticut
$883K +$36.9K +638 +4%
CWA
256
Clarity Wealth Advisors
California
$871K +$370K +6,400 +69%
CIBC World Market
257
CIBC World Market
Ontario, Canada
$840K +$217K +3,749 +33%
PFA
258
Peak Financial Advisors
Colorado
$835K +$333K +5,746 +62%
UBS Group
259
UBS Group
Switzerland
$835K +$482K +8,326 +124%
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$834K +$870K +15,038 New
BWM
261
Baystate Wealth Management
Massachusetts
$832K +$207K +3,573 +31%
EL
262
EMFO LLC
Florida
$832K +$347K +6,000 +67%
ATPW
263
Ashton Thomas Private Wealth
Arizona
$826K +$660K +11,413 +327%
PFA
264
Plotkin Financial Advisors
Maryland
$824K +$418K +7,216 +94%
IFG
265
Independent Financial Group
California
$818K +$163K +2,808 +24%
MWA
266
Moser Wealth Advisors
Washington
$811K +$285K +4,930 +51%
KF
267
Krilogy Financial
Missouri
$799K +$14.1K +243 +2%
MA
268
Modus Advisors
Minnesota
$783K +$137K +2,365 +20%
FCA
269
FinTrust Capital Advisors
South Carolina
$773K +$796K +13,760 New
PGAM
270
Princeton Global Asset Management
New Jersey
$765K +$263K +4,552 +49%
F
271
F3Logic
Minnesota
$751K +$242K +4,177 +45%
BWA
272
Beam Wealth Advisors
Louisiana
$750K +$70.5K +1,218 +10%
AWS
273
AJ Wealth Strategies
New York
$744K +$777K +13,426 New
NRI
274
NFP Retirement Inc
California
$732K +$764K +13,201 New
SIAP
275
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$730K +$684K +11,823 +876%
9 10
11
12 13

JEPI Hedge Fund Activity: Q2 2022 in Review

460 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q2 2022, worth a combined $5.04B — up 29% from $3.9B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new JEPI positions and 29 closed out — a net gain of 70 holders — while 277 added to existing stakes and 52 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $382M. The largest seller was JP Morgan Chase, cutting an estimated $15.3M.

  • 460 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q2 2022, up from 393 in Q1 2022.
  • Funds reported $5.04B of JPMorgan Equity Premium Income ETF stock for Q2 2022, up 29% quarter-over-quarter.
  • 99 funds opened new JPMorgan Equity Premium Income ETF positions in Q2 2022 and 29 closed out, a net change of +70 holders.
  • The largest JPMorgan Equity Premium Income ETF buyer in Q2 2022 was Morgan Stanley, an estimated $382M added.
  • The largest JPMorgan Equity Premium Income ETF seller in Q2 2022 was JP Morgan Chase, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2022.