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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
VNA
1176
Valley National Advisers
Pennsylvania
$49K
CA
1177
Centerpoint Advisors
Massachusetts
$49K +$950 +16 +2%
PCM
1178
Perritt Capital Management
Illinois
$46.8K +$891 +15 +2%
BLC
1179
Brown, Lisle/Cummings
Rhode Island
$45.2K
FFA
1180
Founders Financial Alliance
North Carolina
$44.2K +$713 +12 +2%
RBC
1181
Roble Belko & Company
Pennsylvania
$44K
MTIC
1182
Missouri Trust & Investment Company
Missouri
$41.4K +$37.6K +634 +737%
FRA
1183
Front Row Advisors
California
$40.8K
PSFG
1184
Park Square Financial Group
Georgia
$40.3K +$41.6K +700 New
PA
1185
PSI Advisors
Florida
$39.4K +$40.7K +685 New
FFO
1186
Fortitude Family Office
Arizona
$36.9K
OLVIG
1187
Oliver Lagore Vanvalin Investment Group
Michigan
$36.2K +$5.94K +100 +19%
PCMC
1188
Private Capital Management (Colorado)
Colorado
$34.8K
CCMI
1189
Creative Capital Management Investments
California
$32.4K +$33.5K +564 New
CWM
1190
Crowley Wealth Management
Delaware
$31.6K +$32.7K +550 New
PPA
1191
Painted Porch Advisors
California
$31.3K -$2.26K -38 -7%
SL
1192
Salomon & Ludwin
Virginia
$31.1K +$7.13K +120 +29%
UIA
1193
Ulland Investment Advisors
Minnesota
$31K +$31.5K +530 New
WTC
1194
WhitTier Trust Company
Nevada
$29K
DSC
1195
Duncker Streett & Co
Missouri
$28.5K +$29.4K +495 New
BOJHT
1196
Bank of Jackson Hole Trust
Wyoming
$27.8K +$28.7K +483 New
FMP
1197
Financial Management Professionals
Texas
$26.7K +$534 +9 +2%
CIA
1198
Cape Investment Advisory
Georgia
$23.9K +$24.6K +415 New
MBFW
1199
Morton Brown Family Wealth
Pennsylvania
$23.4K
SAM
1200
Synergy Asset Management
Washington
$23.2K +$23.1K +389 New

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.