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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
MWM
301
Mission Wealth Management
California
$527K +$550K +9,496 New
SC
302
Scotia Capital
Ontario, Canada
$506K +$289 +5 +0.1%
PPWM
303
Paragon Private Wealth Management
Kentucky
$505K – – –
PCFFS
304
Pacific Center for Financial Services
California
$504K +$252K +4,359 +92%
PFP
305
Paragon Financial Partners
California
$503K +$17.2K +297 +3%
CM
306
Columbus Macro
Pennsylvania
$503K +$314K +5,419 +149%
TW
307
TrinityPoint Wealth
Connecticut
$499K +$209K +3,610 +67%
TC
308
Trust Company
Kansas
$490K +$430K +7,435 +533%
RA
309
RFG Advisory
Alabama
$486K +$495K +8,554 New
SEIA
310
Signature Estate & Investment Advisors
California
$482K +$503K +8,686 New
HI
311
Harbour Investments
Wisconsin
$481K +$502K +8,667 New
GB
312
Goepper Burkhardt
South Carolina
$478K +$499K +8,625 New
MAG
313
Mayfair Advisory Group
Alabama
$462K -$225K -3,894 -33%
SFP
314
Sandbox Financial Partners
Maryland
$459K +$77.5K +1,339 +19%
LTI
315
Laffer Tengler Investments
Tennessee
$457K +$62.6K +1,082 +15%
CB
316
Cadence Bank
Mississippi
$455K +$475K +8,200 New
JCM
317
J2 Capital Management
Michigan
$452K +$472K +8,157 New
SAM
318
Seelaus Asset Management
New Jersey
$445K – – –
PA
319
Parallel Advisors
California
$444K +$375K +6,478 +425%
CA
320
Continuum Advisory
Idaho
$443K +$213K +3,676 +85%
CA
321
Calton & Associates
Florida
$432K +$158K +2,727 +54%
SWM
322
SeaCrest Wealth Management
New York
$427K +$446K +7,706 New
AP
323
Appleton Partners
Massachusetts
$425K +$443K +7,663 New
SWM
324
Silverlake Wealth Management
Vermont
$424K +$20.7K +358 +5%
SWM
325
Stockman Wealth Management
Montana
$424K +$51.2K +885 +13%
11 12
13
14 15

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.