JPMorgan Equity Premium Income ETF
JEPI
393 hedge funds and large institutions have $3.9B invested in JPMorgan Equity Premium Income ETF in 2022 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 222 increasing their positions, 53 reducing their positions, and 20 closing their positions.
325% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 20
319% more repeat investments, than reductions
Existing positions increased: 222 | Existing positions reduced: 53
22% more capital invested
Capital invested by funds: $3.19B → $3.9B (+$703M)
17% more funds holding
Funds holding: 336 → 393 (+57)
15% more funds holding in top 10
Funds holding in top 10: 20 → 23 (+3)
8% less call options, than puts
Call options by funds: $5.44M | Put options by funds: $5.93M
4.96% less ownership
Funds ownership: 55.17% → 50.21% (-5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$266M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$178M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$73.6M |
| 4 |
RA
Rational Advisors
Huntington,
New York
|
+$55.8M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$34.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$217M |
| 2 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$26.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$22M |
| 4 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
-$10M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$4.49M |
JEPI Hedge Fund Activity: Q1 2022 in Review
393 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q1 2022, worth a combined $3.9B — up 22% from $3.19B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new JEPI positions and 20 closed out — a net gain of 65 holders — while 222 added to existing stakes and 53 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $266M. The largest seller was JP Morgan Chase, cutting an estimated $217M.
- 393 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q1 2022, up from 336 in Q4 2021.
- Funds reported $3.9B of JPMorgan Equity Premium Income ETF stock for Q1 2022, up 22% quarter-over-quarter.
- 85 funds opened new JPMorgan Equity Premium Income ETF positions in Q1 2022 and 20 closed out, a net change of +65 holders.
- The largest JPMorgan Equity Premium Income ETF buyer in Q1 2022 was Morgan Stanley, an estimated $266M added.
- The largest JPMorgan Equity Premium Income ETF seller in Q1 2022 was JP Morgan Chase, an estimated $217M sold.
Based on aggregated 13F filings for Q1 2022.