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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
EP
76
Eudaimonia Partners
Tennessee
$191K +$185K +3,288 New
AIC
77
Ameritas Investment Company
Nebraska
$190K +$183K +3,262 New
VCM
78
Versant Capital Management
Arizona
$174K +$168K +3,000 New
HIA
79
Harbor Investment Advisory
Maryland
$145K +$140K +2,503 New
Bank of America
80
Bank of America
North Carolina
$116K +$112K +2,000 New
SPIA
81
Steward Partners Investment Advisory
New York
$105K
AF
82
Advisornet Financial
Minnesota
$58K
CIAS
83
Capital Investment Advisory Services
North Carolina
$58K +$56.1K +1,000 New
William Blair & Company
84
William Blair & Company
Illinois
$42K +$40.2K +716 New
CAC
85
Certified Advisory Corp
Florida
$35K +$33.9K +604 New
IA
86
IFP Advisors
Florida
$29K -$78.6K -1,400 -74%
AWA
87
Arkadios Wealth Advisors
Georgia
$17K +$16.8K +300 New
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$17K +$16.8K +300 New
MWM
89
Mascoma Wealth Management
New Hampshire
$11K +$10.8K +192 New
TFS
90
TrustCore Financial Services
Tennessee
$6K +$5.61K +100 New
MF
91
Manchester Financial
California
$5K +$5.05K +90 New
Citigroup
92
Citigroup
New York
$2K +$1.8K +32 New
HI
93
Harbour Investments
Wisconsin
$2K +$2.25K +40 New
Wells Fargo
94
Wells Fargo
California
$1K +$1.24K +22 New
NWA
95
Navis Wealth Advisors
New York
-$117K -2,100 Closed
FFG
96
Fortem Financial Group
California
-$6K -100 Closed

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.