JPMorgan Equity Premium Income ETF
JEPI
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.
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: 124 → 142 (+18)
13% more funds holding
Funds holding: 1,105 → 1,253 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$125M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$122M |
| 3 |
Jane Street
New York
|
+$49.5M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$42.4M |
| 5 |
QC
Quadrature Capital
London,
United Kingdom
|
+$38.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$98.5M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$50.1M |
| 3 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$39M |
| 4 |
MW
Marks Wealth
Annapolis,
Maryland
|
-$28.8M |
| 5 |
BHCM
Brevan Howard Capital Management
St. Helier,
Jersey
|
-$15.1M |
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.