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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
ANTB
326
AMG National Trust Bank
Colorado
$423K – – –
PWMAG
327
Pinnacle Wealth Management Advisory Group
New Jersey
$421K +$164K +2,840 +60%
FHC
328
First Heartland Consultants
Missouri
$414K +$131K +2,266 +44%
CCFM
329
Clear Creek Financial Management
Washington
$409K -$51.6K -891 -11%
AWM
330
Aprio Wealth Management
Georgia
$409K +$427K +7,385 New
FFG
331
Fortem Financial Group
California
$405K -$135K -2,338 -24%
OWA
332
Opal Wealth Advisors
New York
$401K +$419K +7,237 New
LJCM
333
Lee Johnson Capital Management
Texas
$399K -$1.82M -31,513 -81%
CWM
334
C2C Wealth Management
Arizona
$393K – – –
CFG
335
Citizens Financial Group
Rhode Island
$393K +$110K +1,909 +37%
SS
336
Simplicity Solutions
Minnesota
$393K +$410K +7,091 New
AF
337
Advisornet Financial
Minnesota
$390K +$208K +3,596 +105%
PFO
338
Pathstone Family Office
New Jersey
$388K +$405K +7,000 New
WMP
339
Wealth Management Partners
Arizona
$387K +$57.9K +1,000 +17%
SFG
340
Sovereign Financial Group
Connecticut
$381K +$398K +6,880 New
VAM
341
Vienna Asset Management
California
$377K +$393K +6,797 New
EWM
342
EPG Wealth Management
Georgia
$372K +$41.3K +713 +12%
FFW
343
Fusion Family Wealth
New York
$369K +$385K +6,658 New
AWM
344
Avaii Wealth Management
Wisconsin
$349K +$364K +6,297 New
VWA
345
V Wealth Advisors
Kansas
$346K +$361K +6,238 New
CG
346
Colony Group
Massachusetts
$338K +$810 +14 +0.2%
AG
347
Ascent Group
Virginia
$332K – – –
Cerity Partners
348
Cerity Partners
New York
$328K -$118K -2,038 -26%
RWM
349
RBA Wealth Management
California
$325K +$405 +7 +0.1%
TW
350
Transform Wealth
Colorado
$325K +$106K +1,832 +45%
12 13
14
15 16

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.