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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
BSSFA
376
Baron Silver Stevens Financial Advisors
Florida
$228K +$239K +4,122 New
BWM
377
BlackDiamond Wealth Management
New York
$225K -$421K -7,269 -64%
TI
378
Tidal Investments
Wisconsin
$225K +$9.14K +158 +4%
JSL
379
JT Stratford LLC
Georgia
$219K +$229K +3,952 New
WMA
380
West Michigan Advisors
Michigan
$218K +$5.9K +102 +3%
DIA
381
Dana Investment Advisors
Wisconsin
$218K +$39.2K +677 +21%
ESB
382
Essex Savings Bank
Connecticut
$215K +$224K +3,873 New
PWP
383
Principle Wealth Partners
Connecticut
$214K +$224K +3,863 New
RSWM
384
Robertson Stephens Wealth Management
California
$213K +$223K +3,845 New
SOS
385
Silver Oak Securities
Tennessee
$212K -$2.39M -41,370 -92%
LS
386
Leelyn Smith
Illinois
$209K – – –
IGWM
387
ICA Group Wealth Management
Colorado
$207K +$208K +3,589 New
Citadel Advisors
388
Citadel Advisors
Florida
$202K -$1.07M -18,555 -84%
CA
389
Crewe Advisors
Utah
$201K +$210K +3,622 New
BCP
390
Blue Chip Partners
Michigan
$196K – – –
HI
391
Hudock Inc
Pennsylvania
$190K +$148K +2,561 +294%
AIP
392
Ahrens Investment Partners
Louisiana
$186K -$2.89K -50 -1%
TWC
393
TD Waterhouse Canada
Ontario, Canada
$179K -$5.79K -100 -3%
NL
394
NVWM LLC
Pennsylvania
$174K +$2.26K +39 +1%
TCWM
395
Total Clarity Wealth Management
Illinois
$171K +$179K +3,091 New
PTC
396
Private Trust Company
Ohio
$165K +$172K +2,976 New
S
397
SignatureFD
Georgia
$160K +$65.8K +1,137 +65%
WAM
398
Worth Asset Management
Texas
$152K -$41.4K -715 -21%
BTI
399
Blue Trust Inc
Georgia
$144K +$135K +2,340 New
TPCW
400
TD Private Client Wealth
New York
$142K +$129K +2,224 +672%
14 15
16
17 18

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.