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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
LWMNY
1076
Landmark Wealth Management (New York)
New York
$221K +$11K +185 +5%
FFG
1077
Fiduciary Financial Group
California
$220K – – –
ESB
1078
Essex Savings Bank
Connecticut
$219K +$226K +3,809 New
CPIA
1079
Cornell Pochily Investment Advisors
New York
$219K +$226K +3,808 New
SF
1080
Schaeffer Financial
Maryland
$218K +$225K +3,792 New
SAS
1081
Sage Advisory Services
Texas
$218K -$367K -6,175 -62%
TNBTD
1082
Trustmark National Bank Trust Department
Mississippi
$218K – – –
WAM
1083
Weatherly Asset Management
California
$216K -$154K -2,600 -41%
RWM
1084
Riverchase Wealth Management
Texas
$216K +$223K +3,748 New
AWM
1085
Accurate Wealth Management
Florida
$215K +$222K +3,740 New
JCM
1086
Jacobi Capital Management
Pennsylvania
$215K – – –
T
1087
Tableaux
Massachusetts
$215K +$221K +3,730 New
FP
1088
Financial Perspectives
Minnesota
$214K +$14.2K +239 +7%
KeyBank National Association
1089
KeyBank National Association
Ohio
$214K +$13.5K +227 +7%
SH
1090
SLT Holdings
Arizona
$213K +$220K +3,706 New
SAM
1091
Seelaus Asset Management
New Jersey
$213K +$220K +3,700 New
SAM
1092
SP Asset Management
California
$213K +$3.68K +62 +2%
C
1093
Certuity
Florida
$212K +$218K +3,678 New
FCA
1094
FLC Capital Advisors
California
$211K – – –
NF
1095
Nvest Financial
New Hampshire
$210K -$72.1K -1,214 -25%
JHCP
1096
Jackson Hole Capital Partners
Oklahoma
$209K +$216K +3,640 New
ZF
1097
Zhang Financial
Michigan
$209K +$216K +3,633 New
ZIM
1098
Zacks Investment Management
Illinois
$209K +$215K +3,629 New
PP
1099
Patron Partners
Texas
$207K +$5.94K +100 +3%
CIA
1100
Choate Investment Advisors
Massachusetts
$206K – – –
42 43
44
45 46

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.