JPMorgan Equity Premium Income ETF
JEPI
1,079 hedge funds and large institutions have $15B invested in JPMorgan Equity Premium Income ETF in 2024 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 584 increasing their positions, 299 reducing their positions, and 66 closing their positions.
95% more repeat investments, than reductions
Existing positions increased: 584 | Existing positions reduced: 299
77% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 66
3% more funds holding
Funds holding: 1,048 → 1,079 (+31)
3% less capital invested
Capital invested by funds: $15.5B → $15B (-$512M)
2.04% less ownership
Funds ownership: 46.63% → 44.59% (-2%)
10% less call options, than puts
Call options by funds: $16.1M | Put options by funds: $17.9M
15% less funds holding in top 10
Funds holding in top 10: 142 → 120 (-22)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$88.4M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$59.8M |
| 3 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$58.4M |
| 4 |
Morgan Stanley
New York
|
+$56.3M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$30.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$180M |
| 2 |
GAA
Global Assets Advisory
Orlando,
Florida
|
-$108M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$58.6M |
| 4 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$49.5M |
| 5 |
MW
Marks Wealth
Annapolis,
Maryland
|
-$41.9M |
JEPI Hedge Fund Activity: Q2 2024 in Review
1,079 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q2 2024, worth a combined $15B — down 3.3% from $15.5B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new JEPI positions and 66 closed out — a net gain of 51 holders — while 584 added to existing stakes and 299 trimmed.
The largest buyer was Bank of America, adding an estimated $88.4M. The largest seller was JP Morgan Chase, cutting an estimated $180M.
- 1,079 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q2 2024, up from 1,048 in Q1 2024.
- Funds reported $15B of JPMorgan Equity Premium Income ETF stock for Q2 2024, down 3.3% quarter-over-quarter.
- 117 funds opened new JPMorgan Equity Premium Income ETF positions in Q2 2024 and 66 closed out, a net change of +51 holders.
- The largest JPMorgan Equity Premium Income ETF buyer in Q2 2024 was Bank of America, an estimated $88.4M added.
- The largest JPMorgan Equity Premium Income ETF seller in Q2 2024 was JP Morgan Chase, an estimated $180M sold.
Based on aggregated 13F filings for Q2 2024.