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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
BBHC
1226
Brown Brothers Harriman & Co
New York
$8.46K -$594 -10 -6%
FCT
1227
First Community Trust
Iowa
$8.4K
BIG
1228
Brooklyn Investment Group
New York
$7.94K +$8.19K +138 New
Fidelity Investments
1229
Fidelity Investments
Massachusetts
$7.06K -$772 -13 -10%
POIA
1230
Pin Oak Investment Advisors
Texas
$7K
CAM
1231
Chesapeake Asset Management
New York
$5.71K +$119 +2 +2%
CWM
1232
Cranbrook Wealth Management
Michigan
$5.24K
MSWA
1233
Marshall & Sterling Wealth Advisors
New York
$5K +$5.17K +87 New
SFA
1234
Semmax Financial Advisors
North Carolina
$4.92K +$4.93K +83 New
CSB
1235
City State Bank
Iowa
$4.32K
HI
1236
Human Investing
Oregon
$3.63K +$3.74K +63 New
TIM
1237
Tortoise Investment Management
New York
$3.45K -$53.4K -900 -94%
MRP
1238
Measured Risk Portfolios
California
$3.45K +$3.56K +60 New
LIA
1239
Luken Investment Analytics
Tennessee
$3.22K
AIP
1240
Ameritas Investment Partners
Nebraska
$3.16K +$3.27K +55 New
TVWM
1241
Tower View Wealth Management
Wisconsin
$2.94K +$3.03K +51 New
AP
1242
Aspect Partners
Virginia
$2.88K
SIS
1243
Strategic Investment Solutions
Illinois
$2.77K +$59 +1 +3%
AA
1244
AlphaMark Advisors
Kentucky
$2K -$114K -1,927 -98%
NS
1245
NBC Securities
Alabama
$1.59K -$1.7M -28,593 -100%
JFA
1246
JNBA Financial Advisors
Minnesota
$1.56K
B
1247
Birchbrook
Maine
$1.48K +$59 +1 +4%
HI
1248
Horizon Investments
North Carolina
$1.09K
MDCM
1249
Morgan Dempsey Capital Management
Wisconsin
$1.05K -$29.8K -502 -97%
MHIP
1250
Mountain Hill Investment Partners
New Jersey
$948 +$950 +16 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.