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JPMorgan Equity Premium Income ETF
JEPI

336 hedge funds and large institutions have $3.19B invested in JPMorgan Equity Premium Income ETF in 2021 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 177 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

729% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 14

670% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 23

82% more funds holding in top 10

Funds holding in top 10: 11 → 20 (+9)

76% more capital invested

Capital invested by funds: $1.81B → $3.19B (+$1.38B)

41% more funds holding

Funds holding: 238 → 336 (+98)

7.49% more ownership

Funds ownership: 47.68% → 55.17% (+7.5%)

50% less call options, than puts

Call options by funds: $3.07M | Put options by funds: $6.09M

Holders
336
Holders Change
+98
Holders Change %
+41.18%
% of All Funds
5.17%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.31%
New
116
Increased
177
Reduced
23
Closed
14
Calls
$3.07M
Puts
$6.09M
Net Calls
-$3.02M
Net Calls Change
+$6.12M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$354M
2
Morgan Stanley
Morgan Stanley
New York
+$140M
3
Bank of America
Bank of America
North Carolina
+$104M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$76.2M
5
Wells Fargo
Wells Fargo
California
+$62.6M

Top Sellers

1
Citigroup
Citigroup
New York
-$2.33M
2
BCM
Brookstone Capital Management
Illinois
-$1.4M
3
FWP
FAS Wealth Partners
Kansas
-$1.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$951K
5
MP
McDonald Partners
Ohio
-$936K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
126
First Foundation Advisors
California
$1.46M +$923K +14,981 +183%
UCFA
127
United Capital Financial Advisors
Texas
$1.45M +$104K +1,686 +8%
IA
128
IFP Advisors
Florida
$1.45M +$999K +16,222 +242%
DC
129
Davenport & Co
Virginia
$1.44M +$819K +13,301 +141%
BA
130
Bridge Advisory
California
$1.41M +$155K +2,519 +13%
RIA
131
Realta Investment Advisors
Delaware
$1.4M +$314K +5,095 +30%
CFP
132
Curran Financial Partners
South Carolina
$1.38M +$1.35M +21,868 New
KPWS
133
Kestra Private Wealth Services
Texas
$1.37M +$308K +4,994 +30%
TWM
134
Tradition Wealth Management
Minnesota
$1.36M +$1.33M +21,563 New
MFG
135
Mission Financial Group
Nevada
$1.32M +$1.42M +23,123 New
VWA
136
Visionary Wealth Advisors
Illinois
$1.3M +$463K +7,513 +57%
CA
137
Cambridge Advisors
Nebraska
$1.3M +$82.5K +1,339 +7%
CW
138
CreativeOne Wealth
Kansas
$1.3M +$84.2K +1,366 +7%
WOSD
139
WFA of San Diego
California
$1.29M +$1.26M +20,376 New
OWA
140
Outlook Wealth Advisors
Texas
$1.25M +$298K +4,840 +32%
WAM
141
Weinberger Asset Management
California
$1.24M +$1.21M +19,616 New
HIP
142
HUB Investment Partners
Texas
$1.22M +$1.19M +19,348 New
HTC
143
Haverford Trust Company
Pennsylvania
$1.2M -$22.4K -364 -2%
RC
144
Rovin Capital
Arizona
$1.15M +$1.13M +18,264 New
WS
145
Wedbush Securities
California
$1.15M +$339K +5,497 +43%
JWCA
146
J.W. Cole Advisors
Florida
$1.13M +$1.1M +17,888 New
Wolverine Trading
147
Wolverine Trading
Illinois
$1.13M -$330K -5,353 -23%
LWA
148
Lowe Wealth Advisors
Maryland
$1.12M +$585K +9,500 +115%
CFGS
149
Concourse Financial Group Securities
Alabama
$1.12M +$24.2K +393 +2%
PA
150
PFG Advisors
Arizona
$1.12M +$1.09M +17,672 New
4 5
6
7 8

JEPI Hedge Fund Activity: Q4 2021 in Review

336 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q4 2021, worth a combined $3.19B — up 76% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new JEPI positions and 14 closed out — a net gain of 102 holders — while 177 added to existing stakes and 23 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $354M. The largest seller was Citigroup, exiting entirely with an estimated $2.33M sold.

  • 336 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q4 2021, up from 238 in Q3 2021.
  • Funds reported $3.19B of JPMorgan Equity Premium Income ETF stock for Q4 2021, up 76% quarter-over-quarter.
  • 116 funds opened new JPMorgan Equity Premium Income ETF positions in Q4 2021 and 14 closed out, a net change of +102 holders.
  • The largest JPMorgan Equity Premium Income ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $354M added.
  • The largest JPMorgan Equity Premium Income ETF seller in Q4 2021 was Citigroup, an estimated $2.33M sold.

Based on aggregated 13F filings for Q4 2021.