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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
HA
501
Helium Advisors
Washington
$2.43M +$2.51M +42,276 New
HC
502
Hourglass Capital
Texas
$2.42M – – –
Corient Private Wealth
503
Corient Private Wealth
Florida
$2.42M -$4.59M -77,306 -37%
SW
504
SteelPeak Wealth
California
$2.42M +$322K +5,415 +15%
UAG
505
United Advisor Group
Ohio
$2.42M +$869K +14,637 +54%
FFA
506
Farther Finance Advisors
California
$2.41M +$180K +3,029 +8%
WE
507
Wealth Effects
Massachusetts
$2.4M +$84.3K +1,420 +4%
IWM
508
IHT Wealth Management
Illinois
$2.4M -$1.66M -27,910 -40%
GCP
509
Gill Capital Partners
Colorado
$2.39M +$30.9K +521 +1%
EE
510
EWG Elevate
California
$2.39M +$103K +1,737 +4%
LI
511
LifeWealth Investments
Florida
$2.37M +$2.44M +41,112 New
NWMP
512
Noble Wealth Management PBC
Colorado
$2.36M +$2.44M +41,091 New
WI
513
Westbourne Investments
Virginia
$2.36M +$2.43M +40,970 New
BSSFA
514
Baron Silver Stevens Financial Advisors
Florida
$2.34M -$151K -2,543 -6%
MHS
515
M Holdings Securities
Oregon
$2.33M -$9.14K -154 -0.4%
PCS
516
Private Client Services
Kentucky
$2.33M +$202K +3,399 +9%
Ameriprise
517
Ameriprise
Minnesota
$2.32M -$110K -1,850 -4%
AA
518
Ancora Advisors
Ohio
$2.31M -$74.3K -1,252 -3%
ACMG
519
Anchor Capital Management Group
California
$2.3M +$2.38M +40,000 New
MCM
520
Mainstream Capital Management
California
$2.29M +$139K +2,336 +6%
GFP
521
Guardian Financial Partners
California
$2.28M +$190K +3,206 +9%
GPWM
522
Grant Private Wealth Management
California
$2.27M +$2.35M +39,536 New
HCP
523
Hexagon Capital Partners
Arkansas
$2.24M +$366K +6,167 +19%
LFS
524
Littlejohn Financial Services
Oregon
$2.23M +$2.24M +37,756 New
BRWM
525
Blue Rock Wealth Management
North Carolina
$2.21M +$2.28M +38,476 New
19 20
21
22 23

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.