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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
FNA
176
First National Advisers
Nebraska
$11.6M -$304K -5,115 -2%
MCIA
177
Mountain Capital Investment Advisors
Colorado
$11.5M +$2.05M +34,544 +21%
Citigroup
178
Citigroup
New York
$11.5M +$3.1M +52,281 +35%
SNB
179
Security National Bank
Nebraska
$11.4M +$5.13M +86,413 +77%
ATC
180
Argent Trust Co
Tennessee
$11.4M +$135K +2,267 +1%
SFP
181
Sandbox Financial Partners
Maryland
$11.3M +$444K +7,479 +4%
BCA
182
Bay Colony Advisors
Massachusetts
$11.2M -$6.71K -113 -0.1%
FGG
183
Financial Guidance Group
Florida
$11.2M -$91.8K -1,546 -0.8%
CCP
184
Cassia Capital Partners
North Carolina
$11M +$18.4K +310 +0.2%
OFS
185
Orrstown Financial Services
Pennsylvania
$10.9M +$3.12M +52,532 +38%
FF
186
Financial Futures
New Jersey
$10.8M +$3.24M +54,608 +41%
MFG
187
Merit Financial Group
Georgia
$10.8M +$10.7M +180,334 +2,384%
CM
188
Columbus Macro
Pennsylvania
$10.6M +$10.3M +173,387 +1,555%
AIA
189
Armor Investment Advisors
North Carolina
$10.6M +$848K +14,282 +8%
DADC
190
D.A. Davidson & Co
Montana
$10.6M +$1.46M +24,535 +15%
SIC
191
Sterling Investment Counsel
New York
$10.6M -$9.93M -167,214 -48%
CAL
192
Capital Analysts LLC
Pennsylvania
$10.5M +$159K +2,683 +1%
KF
193
Krilogy Financial
Missouri
$10.5M +$1.92M +32,365 +22%
SWMP
194
Signature Wealth Management Partners
New Jersey
$10.5M +$682K +11,487 +7%
FA
195
Fermata Advisors
California
$10.5M +$6.33M +106,647 +142%
RGF
196
Retirement Guys Formula
Ohio
$10.4M +$882K +14,859 +9%
NFG
197
Northeast Financial Group
Pennsylvania
$10.3M -$279K -4,696 -3%
RIL
198
Rothschild Investment LLC
Illinois
$10.3M +$486K +8,184 +5%
IFG
199
Independent Financial Group
California
$10.3M -$554K -9,334 -5%
WIA
200
World Investment Advisors
California
$10.2M +$2.16M +36,308 +26%

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.