We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

460 hedge funds and large institutions have $5.04B invested in JPMorgan Equity Premium Income ETF in 2022 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 277 increasing their positions, 52 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 52

241% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 29

78% more funds holding in top 10

Funds holding in top 10: 23 → 41 (+18)

37% more call options, than puts

Call options by funds: $8.04M | Put options by funds: $5.85M

29% more capital invested

Capital invested by funds: $3.9B → $5.04B (+$1.14B)

17% more funds holding

Funds holding: 393 → 460 (+67)

0.41% less ownership

Funds ownership: 50.21% → 49.8% (-0.41%)

Holders
460
Holders Change
+67
Holders Change %
+17.05%
% of All Funds
7.75%
Holding in Top 10
41
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+78.26%
% of All Funds
0.69%
New
99
Increased
277
Reduced
52
Closed
29
Calls
$8.04M
Puts
$5.85M
Net Calls
+$2.19M
Net Calls Change
+$2.68M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$382M
2
Bank of America
Bank of America
North Carolina
+$251M
3
Wells Fargo
Wells Fargo
California
+$81.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$74.8M
5
RIG
RiverFront Investment Group
Virginia
+$73.2M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$15.3M
2
IAN
Integrated Advisors Network
Texas
-$11.6M
3
CFA
Camarda Financial Advisors
Florida
-$9.68M
4
CA
Cornerstone Advisory
Maryland
-$8.96M
5
FANJ
Financial Architects (New Jersey)
New Jersey
-$7.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
101
Investment Advisory Services
Texas
$4.76M +$4.29M +74,172 +688%
EBWM
102
Eagle Bluffs Wealth Management
Missouri
$4.73M -$1.78M -30,726 -26%
HC
103
Hourglass Capital
Texas
$4.72M +$3.19M +55,070 +184%
AGA
104
Accuvest Global Advisors
Utah
$4.39M +$653K +11,282 +17%
WCP
105
Wick Capital Partners
Pennsylvania
$4.34M +$4.53M +78,297 New
CFP
106
Curran Financial Partners
South Carolina
$4.3M +$1.48M +25,580 +49%
SW
107
StrongBox Wealth
Missouri
$4.24M +$1.43M +24,644 +48%
DWP
108
Destiny Wealth Partners
Florida
$4.18M -$169K -2,913 -4%
EP
109
Eudaimonia Partners
Tennessee
$4.17M +$685K +11,838 +19%
KPW
110
Kore Private Wealth
New York
$4.15M +$334K +5,764 +8%
SWM
111
Spire Wealth Management
Virginia
$4.14M -$4.2M -72,565 -49%
VWA
112
Visionary Wealth Advisors
Illinois
$4.07M +$2.31M +39,845 +119%
CCB
113
Country Club Bank
Missouri
$4.02M +$4.19M +72,420 New
SPC
114
Sigma Planning Corp
Michigan
$4.01M +$1.41M +24,300 +51%
CF
115
Centaurus Financial
California
$3.94M -$660K -11,413 -14%
EIP
116
Ellis Investment Partners
Pennsylvania
$3.87M +$2.18M +37,659 +117%
MTWM
117
Masso Torrence Wealth Management
New Jersey
$3.85M +$554K +9,579 +16%
BBL
118
Beck Bode LLC
Massachusetts
$3.85M +$4.02M +69,395 New
Creative Planning
119
Creative Planning
Kansas
$3.82M +$3.74M +64,712 +1,549%
MA
120
MJP Associates
Connecticut
$3.81M +$2.88M +49,756 +263%
SW
121
SlateStone Wealth
Florida
$3.69M +$3.3M +57,082 +597%
AC
122
Avestar Capital
New York
$3.69M +$1.65M +28,520 +75%
MIC
123
Means Investment Company
Maine
$3.69M +$99.3K +1,716 +3%
JWCA
124
J.W. Cole Advisors
Florida
$3.65M +$2.7M +46,585 +241%
BCI
125
Brinker Capital Investments
Pennsylvania
$3.55M +$241K +4,169 +7%
3 4
5
6 7

JEPI Hedge Fund Activity: Q2 2022 in Review

460 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q2 2022, worth a combined $5.04B — up 29% from $3.9B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new JEPI positions and 29 closed out — a net gain of 70 holders — while 277 added to existing stakes and 52 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $382M. The largest seller was JP Morgan Chase, cutting an estimated $15.3M.

  • 460 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q2 2022, up from 393 in Q1 2022.
  • Funds reported $5.04B of JPMorgan Equity Premium Income ETF stock for Q2 2022, up 29% quarter-over-quarter.
  • 99 funds opened new JPMorgan Equity Premium Income ETF positions in Q2 2022 and 29 closed out, a net change of +70 holders.
  • The largest JPMorgan Equity Premium Income ETF buyer in Q2 2022 was Morgan Stanley, an estimated $382M added.
  • The largest JPMorgan Equity Premium Income ETF seller in Q2 2022 was JP Morgan Chase, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2022.