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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
AWM
1201
Angeles Wealth Management
California
$23K
Q1WB
1202
Quest 10 Wealth Builders
Virginia
$23K +$23.8K +400 New
WP
1203
WealthShield Partners
North Carolina
$23K
Russell Investments Group
1204
Russell Investments Group
United Kingdom
$21.5K +$7.54K +127 +51%
NRG
1205
Nemes Rush Group
Michigan
$20.7K +$21.3K +359 New
RMC
1206
Resources Management Corp
Connecticut
$20K
HT
1207
Headlands Technologies
Illinois
$18.4K +$19K +320 New
N
1208
Natixis
France
$17.4K
DFA
1209
DHJJ Financial Advisors
Illinois
$17.3K
AF
1210
Atala Financial
California
$17.3K +$17.8K +300 New
DWM
1211
Dogwood Wealth Management
Kansas
$17.2K +$17.8K +299 New
MSFP
1212
Mark Sheptoff Financial Planning
Connecticut
$16.1K
RPCA
1213
Running Point Capital Advisors
California
$15.9K -$21.5K -362 -57%
CWC
1214
Carolinas Wealth Consulting
North Carolina
$15.7K
1IA
1215
1620 Investment Advisors
Massachusetts
$14.4K +$14.8K +250 New
AT
1216
Arlington Trust
Alabama
$14.4K +$14.8K +250 New
RMP
1217
Richards, Merrill & Peterson
Washington
$14.4K +$14.8K +250 New
GJIA
1218
Glass Jacobson Investment Advisors
Maryland
$13.5K +$10.9K +184 +368%
VWA
1219
VSM Wealth Advisory
Maryland
$12.7K +$13.1K +220 New
FDCDDQ
1220
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.5K
SFC
1221
SYM Financial Corp
Indiana
$11.5K
PWA
1222
Principia Wealth Advisory
Texas
$10.4K +$10.7K +181 New
OAJ
1223
Ogorek Anthony Joseph
New York
$10K +$10.7K +180 New
PWA
1224
Physician Wealth Advisors
Utah
$9.95K +$10.3K +173 New
SRCM
1225
Signature Resources Capital Management
California
$8.63K

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.