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JPMorgan Equity Premium Income ETF

94 hedge funds and large institutions have $541M invested in JPMorgan Equity Premium Income ETF in 2021 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,733% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 3

425% more capital invested

Capital invested by funds: $103M → $541M (+$438M)

213% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 8

124% more funds holding

Funds holding: 4294 (+52)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

3.99% more ownership

Funds ownership: 60.4%64.39% (+4%)

Holders
94
Holders Change
+52
Holders Change %
+123.81%
% of All Funds
1.65%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
55
Increased
25
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
51
Atlas Capital Advisors
Wyoming
$450K +$435K +7,742 New
AWM
52
AE Wealth Management
Kansas
$426K +$412K +7,334 New
MOS
53
MGO One Seven
Ohio
$401K +$387K +6,900 New
IFG
54
Independent Financial Group
California
$391K +$378K +6,726 New
OPS
55
Orion Portfolio Solutions
Nebraska
$388K +$375K +6,674 New
KPWS
56
Kestra Private Wealth Services
Texas
$372K +$359K +6,398 New
IAIM
57
International Assets Investment Management
Florida
$361K +$433K +7,717 New
AFG
58
Alterity Financial Group
Maine
$353K +$323K +5,755 New
JWCA
59
J.W. Cole Advisors
Florida
$340K +$328K +5,844 New
ACM
60
Ategra Capital Management
Virginia
$336K +$59.9K +1,067 +23%
NFG
61
Next Financial Group
Texas
$327K +$316K +5,634 New
YWP
62
YorkBridge Wealth Partners
New York
$296K +$286K +5,100 New
RJFSA
63
Raymond James Financial Services Advisors
Florida
$284K +$274K +4,890 New
CAN
64
Cetera Advisor Networks
California
$283K +$273K +4,861 New
MA
65
Modus Advisors
Minnesota
$270K +$261K +4,642 New
IA
66
IAM Advisory
Pennsylvania
$266K +$4.15K +74 +2%
MP
67
McDonald Partners
Ohio
$264K +$255K +4,535 New
Koshinski Asset Management
68
Koshinski Asset Management
Illinois
$256K +$247K +4,403 New
RAM
69
Redmond Asset Management
Virginia
$251K
TP
70
Tranquility Partners
Tennessee
$235K +$1.96K +35 +0.9%
IAN
71
Integrated Advisors Network
Texas
$223K
SPC
72
Sigma Planning Corp
Michigan
$216K +$209K +3,718 New
AWE
73
Avidian Wealth Enterprises
Texas
$209K +$202K +3,600 New
HCM
74
Highlander Capital Management
New Jersey
$209K +$202K +3,600 New
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$192K +$185K +3,300 New

JEPI Hedge Fund Activity: Q1 2021 in Review

94 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q1 2021, worth a combined $541M — up 425% from $103M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new JEPI positions and 3 closed out — a net gain of 52 holders — while 25 added to existing stakes and 8 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $308M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.62M.

  • 94 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q1 2021, up from 42 in Q4 2020.
  • Funds reported $541M of JPMorgan Equity Premium Income ETF stock for Q1 2021, up 425% quarter-over-quarter.
  • 55 funds opened new JPMorgan Equity Premium Income ETF positions in Q1 2021 and 3 closed out, a net change of +52 holders.
  • The largest JPMorgan Equity Premium Income ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $308M added.
  • The largest JPMorgan Equity Premium Income ETF seller in Q1 2021 was Cambridge Investment Research Advisors, an estimated $1.62M sold.

Based on aggregated 13F filings for Q1 2021.