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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
351
Meridian Wealth Management
Kentucky
$324K +$339K +5,850 New
AFG
352
Alterity Financial Group
Maine
$322K +$336K +5,805 New
IWN
353
Independent Wealth Network
Iowa
$321K -$3.82K -66 -1%
TIA
354
Tiemann Investment Advisors
California
$315K +$14.5K +250 +5%
NA
355
NewEdge Advisors
Louisiana
$306K +$319K +5,516 New
NFG
356
Nations Financial Group
Iowa
$305K -$1.16M -19,995 -78%
P
357
&Partners
Tennessee
$296K +$309K +5,338 New
SCFS
358
S.C. Financial Services
Arizona
$291K +$17.4K +300 +6%
FFM
359
Forum Financial Management
Illinois
$283K +$295K +5,095 New
CFO
360
Collective Family Office
Pennsylvania
$277K +$289K +5,000 New
Lido Advisors
361
Lido Advisors
California
$277K +$290K +5,010 New
SXL
362
Summit X LLC
Missouri
$276K -$8.51K -147 -3%
HDIM
363
Hanson & Doremus Investment Management
Vermont
$275K +$15.7K +272 +6%
PCM
364
Penserra Capital Management
California
$270K +$25.8K +446 +10%
AA
365
Ancora Advisors
Ohio
$264K +$87.1K +1,505 +46%
HCM
366
Highlander Capital Management
New Jersey
$263K -$5.79K -100 -2%
SIM
367
Stratos Investment Management
Ohio
$259K +$43.1K +745 +19%
HAIM
368
Hunter Associates Investment Management
Pennsylvania
$259K +$270K +4,665 New
SWIM
369
Smallwood Wealth Investment Management
New Jersey
$255K +$266K +4,600 New
NCM
370
Novare Capital Management
North Carolina
$254K +$265K +4,585 New
CWS
371
Confluence Wealth Services
Pennsylvania
$252K +$255K +4,401 New
REMPR
372
Roof Eidam Maycock Peralta (REMP)
California
$250K +$260K +4,500 New
CPW
373
Crestmont Private Wealth
Texas
$245K +$255K +4,413 New
KA
374
Kovack Advisors
Florida
$238K -$64.6K -1,117 -21%
BFEC
375
Benjamin F. Edwards & Company
Missouri
$229K +$204K +3,523 +586%
13 14
15
16 17

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.