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JPMorgan Equity Premium Income ETF

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: 2341 (+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: 393460 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
EW
401
Element Wealth
Mississippi
$139K +$4.51K +78 +3%
AssetMark Inc
402
AssetMark Inc
California
$129K +$134K +2,312 +15,413%
FWP
403
FAS Wealth Partners
Kansas
$121K +$2.66K +46 +2%
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$119K +$94.6K +1,634 +317%
CA
405
CoreCap Advisors
Michigan
$118K +$123K +2,124 New
IBOK
406
Independence Bank of Kentucky
Kentucky
$111K +$116K +2,000 New
AW
407
ACG Wealth
Georgia
$100K +$104K +1,798 New
LDFR
408
Lehman & Derafelo Financial Resources
Pennsylvania
$97K +$101K +1,743 New
FMII
409
Farmers & Merchants Investments Inc
Nebraska
$94K
FWA
410
FSC Wealth Advisors
New York
$83K +$12.8K +221 +17%
AWMS
411
Advocacy Wealth Management Services
Georgia
$77K +$20.3K +350 +34%
KTC
412
Kistler-Tiffany Companies
Pennsylvania
$75K +$289 +5 +0.4%
SBL
413
Sargent Bickham Lagudis
Colorado
$71K +$56.7K +980 +322%
SAM
414
Strategic Asset Management
Minnesota
$67K +$19.8K +342 +39%
OIA
415
Optimum Investment Advisors
Illinois
$61K
First Manhattan
416
First Manhattan
New York
$58K +$60.8K +1,050 New
MA
417
Montag & Associates
Georgia
$52K
JWA
418
JFS Wealth Advisors
Pennsylvania
$50K +$40.2K +694 +347%
BBPWM
419
Blue Bell Private Wealth Management
Pennsylvania
$46K
NFSG
420
Newbridge Financial Services Group
Florida
$46K +$29.3K +507 +158%
CLOS
421
Compagnie Lombard Odier SCmA
Switzerland
$45K
AC
422
Asio Capital
Kentucky
$44K +$11.6K +200 +33%
MCC
423
Money Concepts Capital
Florida
$30K -$66.3K -1,145 -68%
Barclays
424
Barclays
United Kingdom
$28K +$28.9K +500 New
SWM
425
Selective Wealth Management
Virginia
$28K +$28.9K +500 New

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.