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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
EW
1051
Element Wealth
Mississippi
$245K -$217K -3,659 -46%
OWA
1052
Outlook Wealth Advisors
Texas
$245K – – –
WPC
1053
Wedmont Private Capital
Pennsylvania
$244K +$254K +4,280 New
AA
1054
Alpha Advisors
Virginia
$240K +$248K +4,180 New
ACA
1055
Atlas Capital Advisors
Wyoming
$240K +$89.3K +1,504 +56%
National Bank of Canada
1056
National Bank of Canada
Quebec, Canada
$239K +$168K +2,830 +215%
MWM
1057
MGB Wealth Management
Texas
$238K -$29.7K -500 -11%
PTC
1058
Private Trust Company
Ohio
$237K +$60.6K +1,021 +33%
NGA
1059
Naples Global Advisors
Florida
$237K -$8.91K -150 -4%
SPA
1060
Sentinel Pension Advisors
Massachusetts
$235K +$32.2K +543 +15%
FFG
1061
Fortem Financial Group
California
$235K – – –
FA
1062
Fiduciary Alliance
South Carolina
$235K +$242K +4,079 New
CB
1063
Chris Bulman
California
$233K +$356 +6 +0.1%
FFM
1064
Forum Financial Management
Illinois
$231K +$238K +4,008 New
FBT
1065
First Bankers Trust
Kentucky
$230K -$20.8K -350 -8%
UWP
1066
Uniting Wealth Partners
Kansas
$230K +$238K +4,000 New
GLR
1067
Great Lakes Retirement
Ohio
$229K – – –
FIC
1068
Family Investment Center
Missouri
$229K -$4.04K -68 -2%
DCM
1069
Dudley Capital Management
Virginia
$228K +$235K +3,965 New
VFA
1070
Valeo Financial Advisors
Indiana
$227K +$5.88K +99 +3%
EWA
1071
Exencial Wealth Advisors
Oklahoma
$225K – – –
WCA
1072
Westover Capital Advisors
Delaware
$224K -$240K -4,035 -51%
CA
1073
Calton & Associates
Florida
$222K -$3.41M -57,418 -94%
DWT
1074
Dorsey & Whitney Trust
South Dakota
$222K +$229K +3,855 New
FAG
1075
Fortitude Advisory Group
Washington
$222K – – –
41 42
43
44 45

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.