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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
CAMV
1101
Concord Asset Management (Virginia)
Virginia
$206K +$1.9K +32 +0.9%
BWM
1102
Brown Wealth Management
Illinois
$204K +$211K +3,550 New
FF
1103
Fluent Financial
Texas
$203K -$2.38K -40 -1%
RWP
1104
Ridgecrest Wealth Partners
California
$201K +$208K +3,500 New
OSAM
1105
O'Shaughnessy Asset Management
Connecticut
$198K +$27.9K +470 +16%
BL
1106
BFSG LLC
California
$198K -$68.3K -1,151 -25%
DF
1107
Dunhill Financial
United Kingdom
$191K +$21.9K +369 +13%
EBA
1108
Eagle Bay Advisors
New York
$187K +$8.37K +141 +5%
TIA
1109
Tiemann Investment Advisors
California
$186K -$29.7K -500 -13%
HCA
1110
Heck Capital Advisors
Wisconsin
$179K +$160K +2,702 +651%
CFD
1111
Creative Financial Designs
Indiana
$174K -$17.5K -295 -9%
EAM
1112
Empirical Asset Management
Massachusetts
$166K +$588K +9,896 +212%
BBPWM
1113
Blue Bell Private Wealth Management
Pennsylvania
$165K – – –
GEA
1114
Glen Eagle Advisors
New Jersey
$165K +$130K +2,185 +323%
ST
1115
Smithfield Trust
Pennsylvania
$162K +$168K +2,822 New
PB
1116
Pinnacle Bancorp
Nebraska
$161K – – –
SMA
1117
Sage Mountain Advisors
Georgia
$157K – – –
APCM
1118
Alaska Permanent Capital Management
Alaska
$155K – – –
CJ
1119
Caitlin John
Michigan
$152K +$1.01K +17 +0.6%
BHWM
1120
Beaird Harris Wealth Management
Texas
$149K – – –
WSC
1121
Wellington Shields & Co
New York
$144K – – –
GTAM
1122
Global Trust Asset Management
Florida
$141K +$46.3K +780 +47%
PFT
1123
Providence First Trust
Arizona
$138K +$143K +2,400 New
ACM
1124
Anfield Capital Management
California
$134K – – –
MWA
1125
Medallion Wealth Advisors
Connecticut
$130K +$134K +2,263 New
43 44
45
46 47

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.