We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

460 hedge funds and large institutions have $5.04B invested in JPMorgan Equity Premium Income ETF in 2022 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 277 increasing their positions, 52 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 52

241% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 29

78% more funds holding in top 10

Funds holding in top 10: 23 → 41 (+18)

37% more call options, than puts

Call options by funds: $8.04M | Put options by funds: $5.85M

29% more capital invested

Capital invested by funds: $3.9B → $5.04B (+$1.14B)

17% more funds holding

Funds holding: 393 → 460 (+67)

0.41% less ownership

Funds ownership: 50.21% → 49.8% (-0.41%)

Holders
460
Holders Change
+67
Holders Change %
+17.05%
% of All Funds
7.75%
Holding in Top 10
41
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+78.26%
% of All Funds
0.69%
New
99
Increased
277
Reduced
52
Closed
29
Calls
$8.04M
Puts
$5.85M
Net Calls
+$2.19M
Net Calls Change
+$2.68M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$382M
2
Bank of America
Bank of America
North Carolina
+$251M
3
Wells Fargo
Wells Fargo
California
+$81.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$74.8M
5
RIG
RiverFront Investment Group
Virginia
+$73.2M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$15.3M
2
IAN
Integrated Advisors Network
Texas
-$11.6M
3
CFA
Camarda Financial Advisors
Florida
-$9.68M
4
CA
Cornerstone Advisory
Maryland
-$8.96M
5
FANJ
Financial Architects (New Jersey)
New Jersey
-$7.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealthfront Advisers
201
Wealthfront Advisers
California
$1.61M +$1.38M +23,774 +444%
ICP
202
Interchange Capital Partners
Pennsylvania
$1.61M +$759K +13,120 +82%
AAS
203
Ameritas Advisory Services
Nebraska
$1.61M +$1.4M +24,257 +514%
Qube Research & Technologies (QRT)
204
Qube Research & Technologies (QRT)
United Kingdom
$1.57M -$3.21M -55,389 -66%
HIA
205
Harbor Investment Advisory
Maryland
$1.56M +$546K +9,432 +50%
RC
206
Rovin Capital
Arizona
$1.55M +$26.8K +463 +2%
ECM
207
Evergreen Capital Management
Washington
$1.54M +$53.5K +924 +3%
GCM
208
Gables Capital Management
Florida
$1.51M – – –
OC
209
Oppenheimer & Co
New York
$1.46M +$313K +5,406 +26%
KIA
210
Kraematon Investment Advisors
Massachusetts
$1.41M +$186K +3,218 +14%
LFAS
211
Level Four Advisory Services
Texas
$1.4M -$418K -7,216 -22%
SCA
212
Snowden Capital Advisors
New York
$1.37M -$139K -2,402 -9%
IA
213
Integrity Advisory
Kansas
$1.36M +$1.42M +24,519 New
ORC
214
O'Rourke & Company
Massachusetts
$1.36M +$250K +4,322 +21%
SW
215
SteelPeak Wealth
California
$1.34M -$57.9K -1,000 -4%
VCP
216
Verus Capital Partners
Arizona
$1.33M -$351K -6,069 -30%
PA
217
Pinnacle Associates
New York
$1.32M +$1.08M +18,690 +366%
MW
218
Marcum Wealth
Ohio
$1.31M +$466K +8,055 +52%
AFM
219
Andesa Financial Management
Pennsylvania
$1.29M -$791K -13,662 -37%
TFS
220
Thoroughbred Financial Services
Tennessee
$1.28M +$318K +5,502 +31%
ACA
221
Aptus Capital Advisors
Alabama
$1.27M +$771K +13,330 +138%
OWA
222
Outlook Wealth Advisors
Texas
$1.27M -$61.1K -1,056 -4%
FCI
223
Financial Counselors Inc
Kansas
$1.24M +$755K +13,051 +140%
GWANC
224
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.22M +$1.27M +21,925 New
WDG
225
Wealth Dimensions Group
Ohio
$1.21M +$237K +4,092 +23%
7 8
9
10 11

JEPI Hedge Fund Activity: Q2 2022 in Review

460 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q2 2022, worth a combined $5.04B — up 29% from $3.9B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new JEPI positions and 29 closed out — a net gain of 70 holders — while 277 added to existing stakes and 52 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $382M. The largest seller was JP Morgan Chase, cutting an estimated $15.3M.

  • 460 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q2 2022, up from 393 in Q1 2022.
  • Funds reported $5.04B of JPMorgan Equity Premium Income ETF stock for Q2 2022, up 29% quarter-over-quarter.
  • 99 funds opened new JPMorgan Equity Premium Income ETF positions in Q2 2022 and 29 closed out, a net change of +70 holders.
  • The largest JPMorgan Equity Premium Income ETF buyer in Q2 2022 was Morgan Stanley, an estimated $382M added.
  • The largest JPMorgan Equity Premium Income ETF seller in Q2 2022 was JP Morgan Chase, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2022.