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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
GWM
151
Geneos Wealth Management
Colorado
$13.4M +$144K +2,421 +1%
GWANC
152
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.2M +$849K +14,298 +7%
SWA
153
SFMG Wealth Advisors
Texas
$13M +$349K +5,876 +3%
BWG
154
Beta Wealth Group
California
$13M +$381K +6,410 +3%
CW
155
CreativeOne Wealth
Kansas
$13M +$910K +15,320 +7%
SFGP
156
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$13M +$13.4M +226,134 New
Envestnet Portfolio Solutions
157
Envestnet Portfolio Solutions
Illinois
$13M +$3.39M +57,172 +34%
CPIG
158
Chicago Partners Investment Group
Illinois
$13M +$13M +218,627 +4,176%
USCWA
159
U.S. Capital Wealth Advisors
Texas
$12.8M -$4.21M -70,954 -24%
CAG
160
Curtis Advisory Group
California
$12.7M +$694K +11,683 +6%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$12.7M +$255K +4,287 +2%
KWM
162
Kingsview Wealth Management
Oregon
$12.5M +$1.37M +23,020 +12%
CWM
163
Centurion Wealth Management
Virginia
$12.5M -$1.02M -17,122 -7%
WAM
164
WNY Asset Management
New York
$12.4M -$4.7M -79,174 -27%
SS
165
SBI Securities
Japan
$12.4M +$12.8M +215,439 New
AWM
166
AE Wealth Management
Kansas
$12.4M -$863K -14,531 -6%
SPC
167
Sigma Planning Corp
Michigan
$12.3M -$3.52M -59,209 -22%
IAIM
168
International Assets Investment Management
Florida
$12.2M +$12.6M +212,990 New
WS
169
Wedbush Securities
California
$12M +$1.03M +17,420 +9%
FMI
170
F/M Investments
District of Columbia
$11.8M +$11.3M +190,785 +1,290%
CFO
171
CVA Family Office
Colorado
$11.8M +$696K +11,716 +6%
Bessemer Group
172
Bessemer Group
New Jersey
$11.8M +$12.2M +204,722 New
ACG
173
Allen Capital Group
Nebraska
$11.7M +$691K +11,633 +6%
EIP
174
Ellis Investment Partners
Pennsylvania
$11.7M +$1.34M +22,522 +12%
NAS
175
NWF Advisory Services
California
$11.7M +$221K +3,723 +2%
5 6
7
8 9

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.