JPMorgan Equity Premium Income ETF
JEPI
756 hedge funds and large institutions have $10.7B invested in JPMorgan Equity Premium Income ETF in 2023 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 459 increasing their positions, 103 reducing their positions, and 37 closing their positions.
346% more first-time investments, than exits
New positions opened: 165 | Existing positions closed: 37
346% more repeat investments, than reductions
Existing positions increased: 459 | Existing positions reduced: 103
53% more call options, than puts
Call options by funds: $28.9M | Put options by funds: $18.9M
17% more funds holding
Funds holding: 646 → 756 (+110)
12% more funds holding in top 10
Funds holding in top 10: 107 → 120 (+13)
2.62% less ownership
Funds ownership: 48.98% → 46.36% (-2.6%)
39% less capital invested
Capital invested by funds: $17.4B → $10.7B (-$6.7B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$388M |
| 2 |
Morgan Stanley
New York
|
+$218M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$208M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$180M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$89.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$24.1M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$22.2M |
| 3 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$22.1M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$19.9M |
| 5 |
BPWM
Badgley Phelps Wealth Managers
Seattle,
Washington
|
-$17M |
JEPI Hedge Fund Activity: Q1 2023 in Review
756 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q1 2023, worth a combined $10.7B — down 39% from $17.4B a quarter earlier.
Buyers outnumbered sellers: 165 funds opened new JEPI positions and 37 closed out — a net gain of 128 holders — while 459 added to existing stakes and 103 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $388M. The largest seller was Jane Street, cutting an estimated $24.1M.
- 756 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q1 2023, up from 646 in Q4 2022.
- Funds reported $10.7B of JPMorgan Equity Premium Income ETF stock for Q1 2023, down 39% quarter-over-quarter.
- 165 funds opened new JPMorgan Equity Premium Income ETF positions in Q1 2023 and 37 closed out, a net change of +128 holders.
- The largest JPMorgan Equity Premium Income ETF buyer in Q1 2023 was JP Morgan Chase, an estimated $388M added.
- The largest JPMorgan Equity Premium Income ETF seller in Q1 2023 was Jane Street, an estimated $24.1M sold.
Based on aggregated 13F filings for Q1 2023.