JPMorgan Equity Premium Income ETF
JEPI
336 hedge funds and large institutions have $3.19B invested in JPMorgan Equity Premium Income ETF in 2021 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 177 increasing their positions, 23 reducing their positions, and 14 closing their positions.
729% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 14
670% more repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 23
82% more funds holding in top 10
Funds holding in top 10: 11 → 20 (+9)
76% more capital invested
Capital invested by funds: $1.81B → $3.19B (+$1.38B)
41% more funds holding
Funds holding: 238 → 336 (+98)
7.49% more ownership
Funds ownership: 47.68% → 55.17% (+7.5%)
50% less call options, than puts
Call options by funds: $3.07M | Put options by funds: $6.09M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$354M |
| 2 |
Morgan Stanley
New York
|
+$140M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$104M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$76.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$62.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$2.33M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.4M |
| 3 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
-$1.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$951K |
| 5 |
MP
McDonald Partners
Cleveland,
Ohio
|
-$936K |
JEPI Hedge Fund Activity: Q4 2021 in Review
336 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q4 2021, worth a combined $3.19B — up 76% from $1.81B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new JEPI positions and 14 closed out — a net gain of 102 holders — while 177 added to existing stakes and 23 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $354M. The largest seller was Citigroup, exiting entirely with an estimated $2.33M sold.
- 336 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q4 2021, up from 238 in Q3 2021.
- Funds reported $3.19B of JPMorgan Equity Premium Income ETF stock for Q4 2021, up 76% quarter-over-quarter.
- 116 funds opened new JPMorgan Equity Premium Income ETF positions in Q4 2021 and 14 closed out, a net change of +102 holders.
- The largest JPMorgan Equity Premium Income ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $354M added.
- The largest JPMorgan Equity Premium Income ETF seller in Q4 2021 was Citigroup, an estimated $2.33M sold.
Based on aggregated 13F filings for Q4 2021.