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JPMorgan Equity Premium Income ETF
JEPI

1,253 hedge funds and large institutions have $24.8B invested in JPMorgan Equity Premium Income ETF in 2024 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 658 increasing their positions, 284 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 50

132% more repeat investments, than reductions

Existing positions increased: 658 | Existing positions reduced: 284

52% more capital invested

Capital invested by funds: $16.3B → $24.8B (+$8.46B)

15% more funds holding in top 10

Funds holding in top 10: 124 → 142 (+18)

13% more funds holding

Funds holding: 1,105 → 1,253 (+148)

38% less call options, than puts

Call options by funds: $10.3M | Put options by funds: $16.5M

91,261.83% less ownership

Funds ownership: 91,307.36% → 45.53% (-91,262%)

Holders
1,253
Holders Change
+148
Holders Change %
+13.39%
% of All Funds
16.5%
Holding in Top 10
142
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+14.52%
% of All Funds
1.87%
New
220
Increased
658
Reduced
284
Closed
50
Calls
$10.3M
Puts
$16.5M
Net Calls
-$6.19M
Net Calls Change
-$6.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$125M
2
Wells Fargo
Wells Fargo
California
+$122M
3
Jane Street
Jane Street
New York
+$49.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$42.4M
5
QC
Quadrature Capital
United Kingdom
+$38.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$98.5M
2
GI
Gradient Investments
Minnesota
-$50.1M
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$39M
4
MW
Marks Wealth
Maryland
-$28.8M
5
BHCM
Brevan Howard Capital Management
Jersey
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWG
1026
Martin Worley Group
Utah
$267K +$276K +4,640 New
HI
1027
Hudock Inc
Pennsylvania
$266K +$1.31K +22 +0.5%
MHWM
1028
Montz Harcus Wealth Management
Louisiana
$265K +$273K +4,605 New
RWM
1029
RBA Wealth Management
California
$265K +$2.2K +37 +0.8%
MWP
1030
Meriwether Wealth & Planning
Louisiana
$265K +$273K +4,602 New
TPW
1031
Talon Private Wealth
Florida
$264K +$12.9K +217 +5%
APA
1032
Astoria Portfolio Advisors
New York
$264K -$101K -1,707 -27%
RIA
1033
Realta Investment Advisors
Delaware
$263K +$87.6K +1,475 +48%
TYCC
1034
Texas Yale Capital Corp
Florida
$262K +$11.9K +200 +5%
VAG
1035
VisionPoint Advisory Group
Texas
$261K +$3.68K +62 +1%
Neuberger Berman Group
1036
Neuberger Berman Group
New York
$261K +$269K +4,533 New
AB
1037
Atlas Brown
Kentucky
$260K -$27.8K -469 -9%
QCIG
1038
Quad-Cities Investment Group
Iowa
$260K -$46.4K -781 -15%
PAMG
1039
Patton Albertson Miller Group
Tennessee
$260K +$268K +4,515 New
VC
1040
Veracity Capital
Georgia
$259K +$268K +4,510 New
SCG
1041
Sonata Capital Group
Washington
$256K +$297 +5 +0.1%
Wolverine Trading
1042
Wolverine Trading
Illinois
$254K +$260K +4,383 New
EMAM
1043
Encompass More Asset Management
California
$254K +$950 +16 +0.4%
GCM
1044
Gallacher Capital Management
Colorado
$253K +$1.96K +33 +0.8%
HCM
1045
Hengehold Capital Management
Ohio
$250K +$56K +943 +28%
EWM
1046
Empirical Wealth Management
Washington
$250K +$258K +4,346 New
LA
1047
Lifeworks Advisors
Michigan
$250K -$287K -4,840 -53%
CL
1048
Cabana LLC
Arkansas
$250K +$258K +4,343 New
CA
1049
Carson Advisory
Georgia
$248K +$3.68K +62 +1%
FGC
1050
Financial Gravity Companies
Texas
$246K +$96.4K +1,623 +61%
40 41
42
43 44

JEPI Hedge Fund Activity: Q4 2024 in Review

1,253 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q4 2024, worth a combined $24.8B — up 52% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new JEPI positions and 50 closed out — a net gain of 170 holders — while 658 added to existing stakes and 284 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $125M. The largest seller was JP Morgan Chase, cutting an estimated $98.5M.

  • 1,253 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q4 2024, up from 1,105 in Q3 2024.
  • Funds reported $24.8B of JPMorgan Equity Premium Income ETF stock for Q4 2024, up 52% quarter-over-quarter.
  • 220 funds opened new JPMorgan Equity Premium Income ETF positions in Q4 2024 and 50 closed out, a net change of +170 holders.
  • The largest JPMorgan Equity Premium Income ETF buyer in Q4 2024 was Morgan Stanley, an estimated $125M added.
  • The largest JPMorgan Equity Premium Income ETF seller in Q4 2024 was JP Morgan Chase, an estimated $98.5M sold.

Based on aggregated 13F filings for Q4 2024.