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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
ST
426
Smithfield Trust
Pennsylvania
$24K – – –
AF
427
Allworth Financial
California
$24K +$24.8K +428 New
GTAM
428
Global Trust Asset Management
Florida
$23K -$53.1K -917 -69%
BBHC
429
Brown Brothers Harriman & Co
New York
$23K +$24K +415 New
ZIG
430
Zullo Investment Group
Pennsylvania
$19K -$11.6K -200 -36%
RMC
431
Resources Management Corp
Connecticut
$19K +$20.3K +350 New
Fifth Third Bancorp
432
Fifth Third Bancorp
Ohio
$17K – – –
SWM
433
Sugarloaf Wealth Management
Georgia
$16K +$16.9K +292 New
UB
434
UMB Bank
Missouri
$15K +$15.3K +265 New
CWA
435
Clearview Wealth Advisors
Oregon
$14K – – –
FM
436
Family Management
New York
$14K +$14.5K +250 New
AWM
437
Avior Wealth Management
Nebraska
$13K – – –
MSFP
438
Mark Sheptoff Financial Planning
Connecticut
$13K +$13.3K +230 New
WA
439
Win Advisors
Florida
$13K +$13.6K +235 New
ADL
440
Asset Dedication LLC
California
$11K – – –
Franklin Resources
441
Franklin Resources
California
$10K – – –
PFGIA
442
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$10.5K +182 New
RG
443
Retirement Group
California
$9K +$4.92K +85 +100%
VRM
444
Vectors Research Management
New York
$8K +$8.68K +150 New
FA
445
Faithward Advisors
Pennsylvania
$6K – – –
TFS
446
TrustCore Financial Services
Tennessee
$6K – – –
Fidelity Investments
447
Fidelity Investments
Massachusetts
$6K +$58 +1 +0.9%
CIAS
448
Capital Investment Advisory Services
North Carolina
$6K +$5.84K +101 New
Citigroup
449
Citigroup
New York
$6K +$6.6K +114 New
BRWM
450
B. Riley Wealth Management
Tennessee
$5.61K +$2.02M +34,903 +53%
16 17
18
19 20

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.