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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
TCM
451
Tradewinds Capital Management
Washington
$4K +$4.28K +74 New
HCP
452
Hexagon Capital Partners
Arkansas
$3K – – –
HNB
453
Huntington National Bank
Ohio
$3K – – –
TRCT
454
Tower Research Capital (TRC)
New York
$2K -$56.5K -976 -97%
GLLW
455
Graves Light Lenhart Wealth
Virginia
$2K – – –
CWP
456
Concord Wealth Partners
Virginia
$1K +$58 +1 +9%
HR
457
Howe & Rusling
New York
$1K +$1.16K +20 New
TWA
458
TCI Wealth Advisors
Arizona
$1K +$1.5K +26 New
VVP
459
Venture Visionary Partners
Ohio
$998 +$1.04K +18 New
AR
460
Apeiron RIA
Texas
$95 +$263K +4,547 +36%
Bank of Montreal
461
Bank of Montreal
Ontario, Canada
$16 – – –
CFA
462
Camarda Financial Advisors
Florida
– -$9.68M -157,673 Closed
FANJ
463
Financial Architects (New Jersey)
New Jersey
– -$7.18M -116,950 Closed
PAA
464
Peregrine Asset Advisers
Oregon
– -$3.68M -59,980 Closed
CAM
465
Concorde Asset Management
Michigan
– -$2.64M -43,009 Closed
PAG
466
Paladin Advisory Group
Iowa
– -$1.88M -32,440 Closed
HSA
467
HBK Sorce Advisory
Pennsylvania
– -$1.9M -30,943 Closed
SWA
468
Stratos Wealth Advisors
Ohio
– -$1.19M -19,369 Closed
SS
469
Sunbelt Securities
Texas
– -$874K -14,190 Closed
AWE
470
Avidian Wealth Enterprises
Texas
– -$585K -9,520 Closed
IIA
471
IPG Investment Advisors
California
– -$400K -6,515 Closed
YWP
472
YorkBridge Wealth Partners
New York
– -$338K -5,500 Closed
FNBOMD
473
First National Bank of Mount Dora
Florida
– -$323K -5,253 Closed
FSA
474
Financial Sense Advisors
California
– -$291K -4,737 Closed
E
475
ETFidea
New York
– -$255K -4,160 Closed
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.