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JPMorgan Equity Premium Income ETF

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: 124142 (+18)

13% more funds holding

Funds holding: 1,1051,253 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
1151
Legacy Wealth Management (Idaho)
Idaho
$90.4K -$3.27K -55 -3%
WI
1152
Wintrust Investments
Illinois
$89K -$33.9K -571 -27%
MPWT
1153
MassMutual Private Wealth & Trust
Connecticut
$88.1K -$626K -10,536 -87%
QCG
1154
Quadrant Capital Group
Ohio
$86.3K -$45.2K -762 -34%
LAMC
1155
Longview Asset Management (California)
California
$80.9K +$83.5K +1,406 New
NP
1156
NorthRock Partners
Minnesota
$78.9K +$14K +236 +21%
HWP
1157
Highline Wealth Partners
California
$77K
GGI
1158
Godsey & Gibb Inc
Virginia
$76.4K +$78.9K +1,329 New
AWM
1159
Atticus Wealth Management
Florida
$74.9K +$1.48K +25 +2%
HCM
1160
Hollencrest Capital Management
California
$69.9K +$49.8K +838 +222%
BWL
1161
Bogart Wealth LLC
Virginia
$66.8K +$8.31K +140 +14%
EC
1162
Elequin Capital
New York
$66.2K +$68.3K +1,150 New
SIC
1163
Salem Investment Counselors
North Carolina
$64.7K +$1.48K +25 +2%
SN
1164
Sittner & Nelson
Oregon
$64.2K +$66.3K +1,116 New
AWM
1165
Abound Wealth Management
Tennessee
$62.9K +$60.4K +1,017 +1,321%
HFS
1166
Hantz Financial Services
Michigan
$59K
AW
1167
Avion Wealth
Texas
$59K +$29.1K +490 +91%
AEPWM
1168
Atlantic Edge Private Wealth Management
Florida
$57.5K
NSIM
1169
North Star Investment Management
Illinois
$57.5K +$59.4K +1,000 New
PP
1170
Pacifica Partners
Canada
$57.5K -$12.7K -214 -18%
VWWMG
1171
Vermillion & White Wealth Management Group
Pennsylvania
$56K -$67.7K -1,140 -54%
CWM
1172
Centricity Wealth Management
Ohio
$56K +$57.8K +974 New
PFA
1173
Pathway Financial Advisers
Indiana
$55.7K +$8.37K +141 +17%
AAP
1174
Arax Advisory Partners
Colorado
$55K +$1.13K +19 +2%
CSC
1175
Caldwell Sutter Capital
California
$49.9K

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.