JPMorgan Equity Premium Income ETF
JEPI
1,048 hedge funds and large institutions have $15.5B invested in JPMorgan Equity Premium Income ETF in 2024 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 584 increasing their positions, 269 reducing their positions, and 64 closing their positions.
117% more repeat investments, than reductions
Existing positions increased: 584 | Existing positions reduced: 269
100% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 64
5% more funds holding
Funds holding: 998 → 1,048 (+50)
3% more funds holding in top 10
Funds holding in top 10: 138 → 142 (+4)
0% more capital invested
Capital invested by funds: $15.4B → $15.5B (+$62.4M)
3.84% less ownership
Funds ownership: 50.47% → 46.63% (-3.8%)
23% less call options, than puts
Call options by funds: $18M | Put options by funds: $23.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAA
Global Assets Advisory
Orlando,
Florida
|
+$341M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$187M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$61.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$55.7M |
| 5 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$54.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.71B |
| 2 |
MAWA
Moss Adams Wealth Advisors
Seattle,
Washington
|
-$50.2M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$50.1M |
| 4 |
SAS
Sage Advisory Services
Austin,
Texas
|
-$22.9M |
| 5 |
Bank of New York Mellon
New York
|
-$17.8M |
JEPI Hedge Fund Activity: Q1 2024 in Review
1,048 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q1 2024, worth a combined $15.5B — up 0.41% from $15.4B a quarter earlier.
Buyers outnumbered sellers: 128 funds opened new JEPI positions and 64 closed out — a net gain of 64 holders — while 584 added to existing stakes and 269 trimmed.
The largest buyer was Global Assets Advisory, adding an estimated $341M. The largest seller was Morgan Stanley, cutting an estimated $1.71B.
- 1,048 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q1 2024, up from 998 in Q4 2023.
- Funds reported $15.5B of JPMorgan Equity Premium Income ETF stock for Q1 2024, up 0.41% quarter-over-quarter.
- 128 funds opened new JPMorgan Equity Premium Income ETF positions in Q1 2024 and 64 closed out, a net change of +64 holders.
- The largest JPMorgan Equity Premium Income ETF buyer in Q1 2024 was Global Assets Advisory, an estimated $341M added.
- The largest JPMorgan Equity Premium Income ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.71B sold.
Based on aggregated 13F filings for Q1 2024.