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JPMorgan Equity Premium Income ETF
JEPI

1,253 hedge funds and large institutions have $24.8B invested in JPMorgan Equity Premium Income ETF in 2024 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 658 increasing their positions, 284 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 50

132% more repeat investments, than reductions

Existing positions increased: 658 | Existing positions reduced: 284

52% more capital invested

Capital invested by funds: $16.3B → $24.8B (+$8.46B)

15% more funds holding in top 10

Funds holding in top 10: 124 → 142 (+18)

13% more funds holding

Funds holding: 1,105 → 1,253 (+148)

38% less call options, than puts

Call options by funds: $10.3M | Put options by funds: $16.5M

91,261.83% less ownership

Funds ownership: 91,307.36% → 45.53% (-91,262%)

Holders
1,253
Holders Change
+148
Holders Change %
+13.39%
% of All Funds
16.5%
Holding in Top 10
142
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+14.52%
% of All Funds
1.87%
New
220
Increased
658
Reduced
284
Closed
50
Calls
$10.3M
Puts
$16.5M
Net Calls
-$6.19M
Net Calls Change
-$6.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$125M
2
Wells Fargo
Wells Fargo
California
+$122M
3
Jane Street
Jane Street
New York
+$49.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$42.4M
5
QC
Quadrature Capital
United Kingdom
+$38.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$98.5M
2
GI
Gradient Investments
Minnesota
-$50.1M
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$39M
4
MW
Marks Wealth
Maryland
-$28.8M
5
BHCM
Brevan Howard Capital Management
Jersey
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
26
First Foundation Advisors
California
$91.8M +$9.01M +151,673 +10%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$90.9M +$10.2M +172,482 +12%
EG
28
Enstar Group
Bermuda
$88.5M – – –
CA
29
Clearstead Advisors
Ohio
$80.8M +$1.96M +33,092 +2%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$78.6M -$89.8K -1,512 -0.1%
RCM
31
Requisite Capital Management
Texas
$77.8M -$6.47M -108,944 -8%
KAS
32
Kestra Advisory Services
Texas
$76M +$13.9M +233,502 +21%
FWP
33
FAS Wealth Partners
Kansas
$75.7M -$5.49M -92,393 -7%
AWS
34
Atria Wealth Solutions
New York
$72.7M +$7.02M +118,194 +10%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$69.8M +$5.81M +97,804 +9%
AF
36
Allworth Financial
California
$68.6M +$1.09M +18,409 +2%
Franklin Resources
37
Franklin Resources
California
$62.7M +$4.34M +73,149 +7%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$61.8M +$7.6M +127,990 +14%
AAS
39
Avantax Advisory Services
Texas
$56.6M +$7.17M +120,707 +14%
EFH
40
Eaton Financial Holdings
Florida
$56M +$6.72M +113,224 +13%
CSP
41
Cary Street Partners
Virginia
$53.5M +$55.3M +930,590 New
CAI
42
Capital Advisors Inc
Oklahoma
$50.2M +$1.89M +31,909 +4%
Jane Street
43
Jane Street
New York
$48.3M +$49.5M +833,582 +12,442%
Truist Financial
44
Truist Financial
North Carolina
$47.1M +$6.69M +112,626 +16%
CIA
45
Capital Investment Advisors
Georgia
$45.8M -$2.96M -49,895 -6%
SPIA
46
Steward Partners Investment Advisory
New York
$44.9M +$1.37M +23,010 +3%
AWM
47
Apollon Wealth Management
South Carolina
$44.3M +$6.09M +102,511 +15%
BCM
48
Brookstone Capital Management
Illinois
$43.7M +$246K +4,148 +0.5%
NA
49
Nottingham Advisors
New York
$42.4M -$4.69M -79,021 -10%
SSB
50
Sandy Spring Bank
Maryland
$42.3M +$4.23M +71,269 +11%
1
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JEPI Hedge Fund Activity: Q4 2024 in Review

1,253 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q4 2024, worth a combined $24.8B — up 52% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new JEPI positions and 50 closed out — a net gain of 170 holders — while 658 added to existing stakes and 284 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $125M. The largest seller was JP Morgan Chase, cutting an estimated $98.5M.

  • 1,253 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q4 2024, up from 1,105 in Q3 2024.
  • Funds reported $24.8B of JPMorgan Equity Premium Income ETF stock for Q4 2024, up 52% quarter-over-quarter.
  • 220 funds opened new JPMorgan Equity Premium Income ETF positions in Q4 2024 and 50 closed out, a net change of +170 holders.
  • The largest JPMorgan Equity Premium Income ETF buyer in Q4 2024 was Morgan Stanley, an estimated $125M added.
  • The largest JPMorgan Equity Premium Income ETF seller in Q4 2024 was JP Morgan Chase, an estimated $98.5M sold.

Based on aggregated 13F filings for Q4 2024.