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JPMorgan Equity Premium Income ETF
JEPI

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: 124 → 142 (+18)

13% more funds holding

Funds holding: 1,105 → 1,253 (+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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$125M
2
Wells Fargo
Wells Fargo
California
+$122M
3
Jane Street
Jane Street
New York
+$49.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$42.4M
5
QC
Quadrature Capital
United Kingdom
+$38.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$98.5M
2
GI
Gradient Investments
Minnesota
-$50.1M
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$39M
4
MW
Marks Wealth
Maryland
-$28.8M
5
BHCM
Brevan Howard Capital Management
Jersey
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1251
Creekmur Asset Management
Illinois
$369 -$59 -1 -14%
Jones Financial Companies
1252
Jones Financial Companies
Missouri
$345 -$7.24K -122 -95%
PWM
1253
Parkworth Wealth Management
California
$288 – – –
AFS
1254
Anderson Financial Strategies
Ohio
$38 +$59 +1 New
DJSG
1255
D.J. St. Germain
Massachusetts
$29 – – –
GI
1256
Gradient Investments
Minnesota
– -$50.1M -842,152 Closed
CSPIA
1257
Cary Street Partners Investment Advisory
Virginia
– -$39M -654,777 Closed
BHCM
1258
Brevan Howard Capital Management
Jersey
– -$15.1M -254,124 Closed
VAS
1259
Vestmark Advisory Solutions
Massachusetts
– -$11M -184,855 Closed
ZIMP
1260
Zimmermann Investment Management & Planning
Pennsylvania
– -$9.71M -163,220 Closed
MAC
1261
Mason & Associates (California)
California
– -$5.98M -100,538 Closed
WWM
1262
Western Wealth Management
Colorado
– -$5.56M -93,442 Closed
Susquehanna International Group
1263
Susquehanna International Group
Pennsylvania
– -$5.46M -92,024 Closed
Marshall Wace
1264
Marshall Wace
United Kingdom
– -$5.02M -84,350 Closed
FFO
1265
Fiduciary Family Office
Florida
– -$4.32M -72,655 Closed
BFA
1266
Brown Financial Advisors
Ohio
– -$3.63M -61,007 Closed
IIC
1267
Integrated Investment Consultants
Michigan
– -$51.4K -51,408 Closed
STAS
1268
Strong Tower Advisory Services
Minnesota
– -$1.79M -30,019 Closed
PW
1269
Paladin Wealth
Minnesota
– -$1.41M -23,675 Closed
HF
1270
HRT Financial
New York
– -$1.3M -21,899 Closed
ARC
1271
Advisor Resource Council
Texas
– -$1.09M -18,316 Closed
MWA
1272
MN Wealth Advisors
Kansas
– -$985K -16,544 Closed
Millennium Management
1273
Millennium Management
New York
– -$937K -15,743 Closed
Prudential Financial
1274
Prudential Financial
New Jersey
– -$915K -15,377 Closed
OMC
1275
Old Mission Capital
Illinois
– -$904K -15,193 Closed
49 50
51
52 53

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.