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JPMorgan Equity Premium Income ETF
JEPI

646 hedge funds and large institutions have $17.4B invested in JPMorgan Equity Premium Income ETF in 2022 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 359 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

496% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 26

259% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 100

207% more call options, than puts

Call options by funds: $52.5M | Put options by funds: $17.1M

190% more capital invested

Capital invested by funds: $5.99B → $17.4B (+$11.4B)

62% more funds holding in top 10

Funds holding in top 10: 66 → 107 (+41)

23% more funds holding

Funds holding: 526 → 646 (+120)

0.9% more ownership

Funds ownership: 48.08% → 48.98% (+0.9%)

Holders
646
Holders Change
+120
Holders Change %
+22.81%
% of All Funds
10.38%
Holding in Top 10
107
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+62.12%
% of All Funds
1.72%
New
155
Increased
359
Reduced
100
Closed
26
Calls
$52.5M
Puts
$17.1M
Net Calls
+$35.4M
Net Calls Change
+$30.9M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$265M
2
Morgan Stanley
Morgan Stanley
New York
+$248M
3
Wells Fargo
Wells Fargo
California
+$85.3M
4
Osaic Holdings
Osaic Holdings
Arizona
+$78.1M
5
UBS Group
UBS Group
Switzerland
+$74.2M

Top Sellers

1
CIA
Compass Ion Advisors
Pennsylvania
-$10.9M
2
JIP
Jaffetilchin Investment Partners
Florida
-$9.78M
3
RCM
Requisite Capital Management
Texas
-$9.19M
4
PWM
Prentice Wealth Management
New York
-$9.11M
5
ACG
Allen Capital Group
Nebraska
-$7.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
51
Ten Capital Wealth Advisors
Washington
$23.8M +$2.4M +44,135 +11%
Stifel Financial
52
Stifel Financial
Missouri
$23M +$3.19M +58,664 +16%
JBA
53
Johnson Bixby & Associates
Washington
$22.9M +$4.17M +76,776 +22%
SAS
54
Sage Advisory Services
Texas
$22.6M +$15.8M +290,281 +234%
FSA
55
Financial Services Advisory
Maryland
$22.3M +$22.3M +410,151 New
AWS
56
Atria Wealth Solutions
New York
$22.3M +$3.88M +71,511 +21%
BFA
57
Beaumont Financial Advisors
Massachusetts
$22.1M +$22M +405,978 New
EFH
58
Eaton Financial Holdings
Florida
$21.9M +$21.8M +401,528 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$21.8M +$12.8M +235,652 +144%
EA
60
Ergawealth Advisors
Illinois
$21.5M +$21.4M +394,088 New
SPC
61
Sigma Planning Corp
Michigan
$20.8M +$12.7M +234,555 +159%
HAS
62
HBW Advisory Services
California
$20.7M +$2.17M +39,917 +12%
LPL Financial
63
LPL Financial
California
$20.4M +$15.8M +291,666 +350%
RHP
64
Royal Harbor Partners
Texas
$20.3M +$5.31M +97,709 +35%
MA
65
Mutual Advisors
Nebraska
$19.5M +$9.26M +170,571 +91%
RIG
66
RiverFront Investment Group
Virginia
$19.3M -$5.63M -103,744 -11%
Toronto Dominion Bank
67
Toronto Dominion Bank
Ontario, Canada
$19.1M +$543K +10,000 +3%
BRWA
68
B. Riley Wealth Advisors
Florida
$19M +$2.88M +53,078 +18%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$18.6M +$3.57M +65,721 +24%
GWANC
70
Guardian Wealth Advisors (North Carolina)
North Carolina
$18.4M +$14.7M +270,773 +432%
CBA
71
Coastal Bridge Advisors
Connecticut
$18.3M +$5.1M +93,926 +39%
SHFP
72
Second Half Financial Partners
Florida
$18.2M +$17.9M +328,796 New
ACA
73
Aptus Capital Advisors
Alabama
$18.2M +$14.7M +270,773 +425%
NWM
74
NEIRG Wealth Management
Massachusetts
$17.9M +$945K +17,408 +6%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$17.8M +$3.11M +57,272 +21%
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JEPI Hedge Fund Activity: Q4 2022 in Review

646 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q4 2022, worth a combined $17.4B — up 190% from $5.99B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new JEPI positions and 26 closed out — a net gain of 129 holders — while 359 added to existing stakes and 100 trimmed.

The largest buyer was Bank of America, adding an estimated $265M. The largest seller was Compass Ion Advisors, cutting an estimated $10.9M.

  • 646 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q4 2022, up from 526 in Q3 2022.
  • Funds reported $17.4B of JPMorgan Equity Premium Income ETF stock for Q4 2022, up 190% quarter-over-quarter.
  • 155 funds opened new JPMorgan Equity Premium Income ETF positions in Q4 2022 and 26 closed out, a net change of +129 holders.
  • The largest JPMorgan Equity Premium Income ETF buyer in Q4 2022 was Bank of America, an estimated $265M added.
  • The largest JPMorgan Equity Premium Income ETF seller in Q4 2022 was Compass Ion Advisors, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2022.